From the Collect payment tab, input the amount to be charged in the Amount due field. Add any alphanumeric value up to 50 characters in the Invoice Number field and choose a payment method. It is recommended to input a Client ID, invoice number or text reference in the Invoice Number field to be able to reference a payment to the client's account in your PIMS.
The Associate Client with Payment feature is optional. Benefits of using this feature include saving a card on file, auto populated client information in the pay by link pop-up and improved matching on the end of day reconciliation report. Just click the bar to add or search for a client.
You can add a new client by choosing the Add new client button. You can do this at the time of collecting a payment or before you plan to collect a payment. It's important to note that you cannot associate a client to a payment once a payment transaction is completed.When you add a new client, they will be searchable for future transactions. If your practice offers Home Delivery, clients who have placed orders will also be searchable on the payments platform.
Choose Cards & e-Wallets for card payments including mobile or "tap-to-pay" payments and manual card entry. The terminals support Apple Pay, Google Pay and Samsung Pay.
To manually input a card number into the terminal, select Manual card entry. The Cards & e-Wallets method must be selected to enable this option. If the client is NOT present, the terminal will require a CVV/CVC code to be entered.
To save a card on file, The Associate Client with Payment feature is required. Search for or add a new client, choose Cards & e-Wallets, then toggle the "save this card for future use" feature. The card is encrypted when processed through the terminal. The card is then available for future use by searching for the client and selecting the desired card from the payment methods.The option to delete a card on file is available by clicking the 3 vertical dotted menu to the right of the saved card.
Click Continue to send the payment request to the terminal. The user will be prompted to wait for the client to present their payment to the terminal.
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