Manually Submitting a Payment
If a card is not available to swipe in a device, you can manually enter a payment; for example, when a payment is taken over the phone.
To process a payment manually:
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To access a patient's Financials, in the patient's record, click the Financial tab, OR in the Planner, click View > Finances, OR during the appointment checkout, click the Finances button. The patient's financial history is displayed, including any current debt.
- Click the Till... tab. The R4+ - Till window is displayed.
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In the Payment Method section, enter the amount in the Card field.
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Click Pay. If you have multiple merchants configured, the Choose Payment Merchant window is displayed.
Select a merchant, and then click OK. The Take Payment window is displayed.
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Make sure the correct device is selected, select the Phone Payment option, and click Submit. The Payment Successfully Completed window is displayed.
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If the customer would like a receipt, when you see the Waiting for Selection on Device window, click Print Receipt and ask the customer the type of receipt they want.
A message shows that the receipt printed successfully.
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Click Finished.