Processing Payments

Manually Submitting a Payment

To process a payment manually:

1. In the list of patients, select a patient and click Transactions.

OR

Open a patient's record and click Transactions. The Transactions window is displayed.

2. Click Add.  The first Payment window is displayed.

3. In the Code field, select the payment code.  The Payment window is displayed.

4. In the Amount field, enter a dollar amount.

5. Click Post. The Take Payment window is displayed.

6. In the Payment Method field, select Enter Card Information Manually.

7. Click Submit. The Payment Manager - Enter Card Info window is displayed.

8. Enter the credit card number, the expiration date, and the CVV number.  The Address and Zip Code fields are optional.

9. Click Submit.  A Payment processing... message is displayed.   Then a Payment Successfully Completed message is displayed.

10. Click Finished.  A message asks if you want to print a receipt.

Note:  The Print Receipt option can be disabled in the Payment Manager configurations.

11. Click Yes, and a receipt is displayed.  The receipt can be saved, printed, or emailed as a PDF file.

 

Related Topics

Using a Device

Using the Last Card Used

Issuing a Refund