Processing Payments

Using a Device

To process a payment using a device:

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.

Note:  There is a different code for all credit cards.  Each card must be configured and set up in SoftDent.

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

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

6. Click Submit.  A Payment processing... message is displayed.  An Approved message is displayed on the device, and a Payment Successfully Completed message is displayed.

7. 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.

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

Note:  To reprint a receipt, click Credit Card Receipt in the list on the left side of the Transactions window.

 

Related Topics

Manually Submitting a Payment

Using the Last Card Used

Issuing a Refund