What is a preferred payment terminal?
If you have multiple payment terminals in your practice, you can select a terminal once and save it as your preference, so that next time you need one, it will auto-select that one.
For AU users, this process applies specifically to setting a preferred terminal for payments, not for claims.
How do I set my preferred payment terminal?
The first time you use the terminal, you will see 'Please select a terminal'.
Change this drop-down to the terminal you wish to use.
Set this as your preferred terminal by changing the dropdown for 'Do you want to save this as you preferred terminal?' to 'Yes'.
Click 'Submit' and carry on with your payment as normal.
This will now apply to all payments.
📝 Please note: The payment terminal preference is unique to you and won't affect your colleagues.
How do I change my preferred payment terminal?
At the end of a transaction, select the 'RESET MY PREFERRED TERMINAL' button at the bottom of the screen (you may need to scroll down to see this).
Selecting this will remove your terminal preference, so you can choose a different terminal for your next claim, estimate or payment.
