Accepting an Immediate Credit Card Charge

To accept payment for the current amount due:

  1. From the patient’s ledger, click Easy Pay. The Easy Pay Main Tasks menu is displayed.

  2. Select Charge Credit Card Now. The Charge window is displayed.

  3. Swipe the credit card or enter the card’s information into the appropriate fields.

  4. In the Amount field, enter the amount due.

  5. In the Permission field, if the card is present, select Card Present. If the patient does not have the card, select Verbal.

  6. In the Merchant field, select the appropriate merchant, if different from the default.

  7. From the menu on the left, select Charge Now. Easy Pay seeks authorization for the charge.

  8. After the charge has been authorized, select Save, Print, and Return.

  9. Have the patient sign the receipt. Exit Easy Pay.

 

Related Topics

Using Easy Pay to Accept Payments

Accepting a One-Time Payment

Accepting Annual / Time Span Payments

Accepting Recurring Payments

Settling New Authorizations

Reversing or Adjusting a Payment