Posting a Credit Card Payment Using Batch Authorization

If you use the credit card service, you can accept credit card payments at checkout and obtain authorization at a later time.

Example

To post a credit card payment using batch authorization:

In the Payments section of the Financial Functions — Charges and Payments window, select Credit Card. Press Tab or Enter.
Type the credit card type in the ref: field and press Tab or Enter.
Type the charge amount in the Amount column. Press Tab or Enter. The OrthoTrac Credit Card Processing Charge Authorization window is displayed.

Click here to view the buttons associated with this window.
Swipe the credit card or type the account information (Account #, Exp. Date, and Zip).

Click the Last Card button to charge the payment on the last card used.

Select Place in batch to authorize later?.
Click OK. If Print a receipt? is selected, the print dialog box is displayed. Click OK to print a receipt and return to the Financial Functions — Charges and Payments window.

If Print a receipt? is not selected, you can preview the receipt by clicking the Preview Receipt button. Click Print to display the print dialog box, and click OK to print the receipt and return to the Financial Functions — Charges and Payments window.

Depending on your business practices, you might want to wait until after you receive authorization for a charge before giving the patient a receipt.

In the Financial Functions — Charges and Payments window, press Enter to select the Post Transactions button.
Click the Post Transactions button or press Enter to post the payment you have entered.
If payment posting is not completed in the Financial Functions — Charges and Payments window, the record is removed from the pending batch list.