Introduction:
Once your office is integrated with PlanetDDS Pay and you have setup your devices, you are ready to begin processing credit card transactions using the steps found in this guide.
Process description:
Users will go to the Transaction Entry screen, select the payment method and enter relevant payment details, then process the transaction.
Prerequisites:
PlantDDS Pay should be integrated with your account and office, and any devices used for processing credit cards should be setup, turned on, and connected to the internet.
Step-by-step instructions:
- Go to Transactions>Transaction Entry, or click the "Payments/Adjustments" button on the patient ledger.
- Select the payments tab.
- Select the payment method.
- Enter the amount and any relevant notes.
- Select your device.
- Click "PDDS Pay" button.
- A pop up window will appear, and you will need to finish processing the transaction on the device you selected previously.
- Upon a successful payment, a receipt will appear.
- Close the receipt window, and the transaction will now appear on the ledger.
How to Manually Enter in a Credit Card Payment
- Go to Transactions>Transaction Entry, or click the "Payments/Adjustments" button on the patient ledger.
- Select the payments tab.
- Select a credit card payment type.
- Select Manual Entry if the credit card is not present.
- Enter in the payment amount, fill in the card information, and click "Apply".
- A pop up window will appear, and you will need to finish processing the transaction on the device you selected previously.
- Upon a successful payment, a receipt will appear.
- Close the receipt window, and the transaction will now appear on the ledger.
Additional information:
What steps do I need to take in Denticon to begin processing credit card transactions using Planet DDS Pay?
How do I setup my Stripe Reader S700 so that I can begin processing credit card transactions?
How do we refund a credit card transaction using PlanetDDS Pay?