Denticon Pay users will now have the ability to save a credit card on file for future use in Denticon or the Payment Portal. Previous to this update, cards could only be saved for use in payment contracts. Now users will have the ability to pay from a card on file instead of having to re-key the credit card number or swipe a card.
Note: Up to 5 cards can be saved per Responsible Party.
Using Card on File in Denticon
How to Enable Card on File
- Go to Account Setup > Advanced, then check the ‘Card on File’ option under the Denticon Pay section.
How to Save a Card on File
- Go to the Transaction Entry screen.
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Check ‘Save Card on File’ before payment is entered or swiped.
Using a Saved Card
- Go to Transaction Entry Screen.
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Select ‘Use Saved Cards’.
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Go to ‘Saved Cards’ and select the card to be used.
How to Edit Cards Saved on File
- Go to Edit Responsible Party Information.
- Select ‘Edit Saved Payments’.
- Users can edit cards on file by clicking the pencil icon.
- Users can delete cards by clicking the trash can icon.
- To add a new card click the 'Add New Payment Method' button.
Using a Card on File in the Payment Portal
How to Save a Card on File
- When entering a card to pay, patients can select the option to 'Save card on file for future use'
Using a Saved Card on File
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Select ‘Use Saved Payment Method’.
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Select the card to be used.
How to Delete Card on File
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Select the card to be used and then click the trashcan icon
Default Card on File
- The default card on file will be marked with a blue star.
- The default card will be the first card saved.
Note: The payment portal can have up to 3 cards saved.