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What steps do I need to validate that Planet DDS Pay is setup correctly within Denticon?

Josh Grabia
Updated

Introduction:
If you have signed up for PlanetDDS Pay, this guide will provide instructions on confirming that your account is configured within Denticon so you can begin processing credit card transactions. 

Process description:
Users will need to enable PlanetDDS Pay in their account setup, office setup, setup the credit card terminals, and set the default device for users that will be processing transactions. 

Prerequisites:

In order to fully begin processing payments in Denticon you must first have signed up for PlanetDDS Pay, received your Stripe Reader S700, and have charged the device and connected it to WiFi.

Step-by-step instructions:

How to Enable PlanetDDS Pay in Account Settings:

  1. Login To Denticon and navigate to Setup > Account Info.
  2. Go to the Advanced Tab and you will see a new option labeled 'Use Planet DDS Pay'.
  3. Edit your Account Setup and check the box to enable 'Planet DDS Pay'.
  4. Save out of the Account Setup screen.

How to Enable PlanetDDS Pay in Office Setup:

  1. Go to Setup>Offices>Office Setup.
  2. Click the tab labeled "Integration".
  3. Navigate to the section labeled "Transfrist/OpenEdge/PlanetDDS Pay".
  4. In the drop down labeled "Device Type", select PlanetDDS Pay".
  5. Input your Stripe Account ID
    • Once your account has been onboarded with PlanetDDS Pay, your stripe account ID will be visible in your Stripe account's Profile page. 
  6. In the "Payment Portal-Accepted Credit Cards" section, make sure at least one credit card type is selected. 
  7. Press Save.

How to Setup the Payment Terminals

  1. Once the Account ID is saved, in the Integration tab of the Office Setup, you will see a link "Click Here to Edit Device List".
  2. Click the link to open a list of devices connected to your Account ID.
    1. Click "Sync" to show any new devices.
    2. This list will show all devices synced to your Account ID.
      1. If a device appears on the list it does not mean they are turned on or able to be connected to. 
      2. Once you have ensured a device is connected to the internet, click the "Test" button to verify the device can be connected and used.
      3. If you receive an error that says "Failed to Connect", please make sure the device is connected to the internet and turned on. Confirm if the device is registered in the Stripe Dashboard.
    3. Enter in a name for the device. This should be a unique name that is specific to that device. 
    4. Click the "Enable" check box and press save.
    5. The device is now saved to the account.

How to Set the Default Device for Users

  1. Go to Setup>Security>Users.
  2. Select the desired user and click "Edit User".
  3. Navigate to the "User Settings" tab. 
  4. Click the drop down menu "Preferred PlanetDDS Pay Device"
  5. Select the default device for the user. This will select the device that is shown as the default device when viewing the Transaction Entry screen. 
    • If there is no default device selected, the default device shown on the Transaction Entry screen will be based on the order of the devices entered.

Next steps:
You are now ready to process credit card transactions with PlanetDDS Pay. 

For more information on how to process a credit card transaction, please review:

How do we use PlanetDDS Pay to take a credit card payment in Denticon?

Additional information:
How do I setup my Stripe Reader S700 so that I can begin processing credit card transactions?

 

 

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