Credit card terminals offer a secure and efficient way to process payments. All credit card terminal transactions are linked to their respective accounts, and there are two primary methods to complete transactions using these terminals. Below is an explanation of each method and how to manage transactions effectively.
Method 1: Manual Payment on the Terminal
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Process Overview:
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Input the payment amount directly on the credit card terminal.
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Prompt the patient or customer to complete the payment by tapping, swiping, or inserting their card.
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Handling the Payment in the System:
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Payments processed manually will appear in your account as "Unable to Match."
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To reconcile the transaction:
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Locate the transaction in your account.
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Use the transaction popup to manually match the payment to the correct account or patient.
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Method 2: Creating a Terminal Payment in the System
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Process Overview:
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In the billing system, click "Create a Payment" and select "Terminal Payment."
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Choose the appropriate account or patient.
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Input the payment amount.
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Send the payment to the terminal, where it will display the amount.
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Customer Interaction:
- The terminal will prompt the patient or customer to complete the payment using tap, swipe, or chip insert.
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Automatic Matching:
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Payments made using this method are automatically matched to the selected account or patient.
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If configured, the system will also write back the payment details, saving time and reducing manual effort.
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Best Practices for Credit Card Terminal Transactions
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Choose the Right Method:
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Use Method 1 (manual input on the terminal) for quick transactions when account details are not immediately available. Ensure you reconcile these payments later.
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Use Method 2 (creating a terminal payment in the system) for more accurate and seamless integration with account or patient records.
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Enable Writebacks:
- Configure automatic writebacks in the system to streamline record-keeping and ensure payment details are updated in real time.
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Regular Reconciliation:
- Periodically review payments marked as "Unable to Match" and reconcile them promptly to maintain accurate financial records.
FAQs
What happens if I don’t reconcile a manual payment?
Unmatched payments will remain in your system as "Unable to Match." It’s important to manually match these payments to their respective accounts to maintain accurate records.
Can I refund payments made through the terminal?
Yes, refunds can be processed through the system by locating the original transaction and selecting the refund option.
What happens if the terminal payment fails?
If a payment fails, you can retry the transaction or verify the customer’s payment method. The system will notify you of any errors.
Credit card terminals provide flexibility in processing payments, allowing for both manual entry and seamless integration with your system. By following these methods, you can ensure accurate payment records and an efficient workflow. For further assistance, please contact our support team.