Terminal payments allow you to send payment amounts to a physical card terminal for in-person transactions. This guide walks you through creating a terminal payment.
Steps to Create a Terminal Payment
- Open the billing app and go to the Create Payment option.
Choose Payment Type:
- From the Payment Type dropdown, select Terminal Payment.
Select an Account:
- Use the Account field to search for and select the patient account.
Choose a Card Terminal:
- In the Card Terminal dropdown, select the terminal you want to use. If no terminal is listed, see the note below for assistance.
Enter the Payment Amount:
-
Input the amount in the Amount field.
-
Toggle the Enable Surcharge option if you wish to add a 2.39% surcharge for in-person payments.
Note: The office must be enabled for surcharges.
Send the Amount to the Terminal:
-
Click the Send to Terminal button to send the payment amount to the card terminal.
-
Alternatively, you can manually key in the payment amount directly on the terminal.
Complete the Transaction:
- The customer can insert, swipe, or tap their card on the terminal to complete the transaction.
Important Notes
- No Terminal Linked?
If your office does not have a credit card terminal linked to the system, contact our support team, and we’ll provide assistance with setting one up.
Frequently Asked Questions
-
Can I manually enter card details for terminal payments?
No, terminal payments require a linked card terminal. Use the virtual payment method for manual card entry. -
What happens if the terminal doesn’t respond?
Ensure the terminal is connected and selected correctly. Contact support if the issue persists.