How do I take a payment with my integrated card machine?
Navigate to your patient's 'Accounts' tab.
Choose the normal 'Take Payment' button.
Enter amount 'To pay' and select your payment method.
📝 Please note: Electronic payments in Dentally can be made using various methods such as Credit, Debit, eftpos and American Express.
If you select a payment method which allows electronic payments to be taken, you will see the 'Process' button. You can also click the dropdown allowing you to choose between processing and recording.
Process - This will establish a direct connection between Dentally and your terminal. The amount will be sent straight to the terminal, and the machine will then prompt the patient to pay. The result of the transaction will immediately pull through to Dentally. In this instance, you shouldn't need to manually interact with the terminal as it will happen automatically.
Record - This records the payment manually so that it is reflected in the patient's account, but it won't electronically take the payment. Therefore if you are using a payment terminal to take the payment, you will need to input the amount and complete the process manually.
🚨 Important: If you cannot see these two options, it means your payment terminals are NOT connected to Dentally. Check the relevant help documentation or get in touch with support if you need help setting up a terminal.