Posting a Credit Card Payment Using Automatic Authorization

If you use the credit card service, you can post a credit card payment and receive authorization immediately at checkout. See Setting Up the OrthoTrac Electronic Payment Services for details.

Example

To make a credit card payment using the credit card service:

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 and 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).

If a previous payment was made by credit card, click the Last Card button to charge the payment on the last card used.

To receive authorization for the card immediately, click the Submit button. The modem begins dialing.

If no connection is made on the first attempt, the software redials the number the amount of times specified in the eServices Setup window. See Using the eServices Setup Window for more information.

After receiving authorization, the Authorization # field is populated automatically. 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.

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 settlement list.
If the card is not authorized, you can put the transaction in a batch to be authorized later, or you can call the bank and perform a manual authorization.