Posting a Credit Card Payment Using Manual Authorization

If you use the credit card service, you can accept credit card payments at checkout or when posting mail-in payments and manually call the credit card company for authorization.

To post a credit card payment using manual 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).

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

Select Off Line (no modem), and select Card is Present? if the client has given you a credit card.
Call the credit card company, obtain an authorization number, and type the number in the Authorization # field.
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.