WinOMS eServices > Using the WinOMS ePayments Service

Processing Credit Card Transactions

To process credit card transactions, see the following procedures:

• Adding a Payment Using a Card Swiper

• Adding a Payment Manually

• Authorizing Credit Card Transactions

• Issuing a Refund

• Printing Receipts

• Processing a Transaction Offline

• Transaction Settlement Process

Placing Credit Cards in a Batch to Authorize Later

You have the option to perform batch authorizations. This process keeps the transaction "on hold" until you decide to process the batch of transactions and authorize them at one time.

To set up a credit card transaction for batch authorization:

1. In the Payment/Adjustment Entry window, enter information in the appropriate fields in the Payment/Adjustment Information section.

2. Click Next. The Electronic Credit Card Processing Charge Authorization window is displayed.

3. In the Credit Card Information section, the Amount $ field is automatically populated with information from the Payment/Adjustment Entry window.

4. Manually enter the card holder’s information in the following fields:

• Acct #

• Exp Date (MM/ YY)

• Zip (Card Holder’s)

If a credit card number is on file for this patient, select the Charge to the last card used for this account button. The credit card information is displayed automatically.

Swipe the credit card through the credit card swiper. The credit card information is displayed automatically on the Credit Card Information section.

5. Select the Place in batch to authorize later? checkbox and click Ok. The Print window is displayed.

6. Placing a transaction into a batch to authorize later produces a WinOMS electronic credit card processing service receipt. It is a single-copy receipt only, and you must select it to print from the Print window. The patient must sign this copy, and you can duplicate it if the patient needs a receipt for their records.

6. Click Ok. A credit card receipt prints, and the Payment/ Adjustment Entry window displays an Undistributed Payment message.

• Remember that this payment remains undistributed until an authorization is obtained.

7. From the Billing Category drop-down list, select the appropriate category, if needed.

8. Click Finish. The Print Credit Card Receipt window is displayed.

9. Select Print. These transactions are placed in a batch to be authorized at the end of the day. When exiting the software, an Exit Warning message is displayed, reminding you to settle transactions prior to closing the software.