My credit card transaction posted to Open Edge without posting to the ledger, how can I post this transaction to the ledger without triggering the credit card integration?

Usually when Denticon hears of this happening, the transaction was entered directly through the merchant site and outside of Denticon.

Payments entered outside of Denticon will not post to the Denticon ledger.

All credit card transactions should start in Denticon.

When the office confirms that the payment has been successfully processed by the credit card processing company, the office should record the financial transaction(s) in Denticon:

1. Access the patient’s Transaction Entry screen:

• click the word “Transactions” and choose the “Transaction Entry” option from the drop-down box
• click the Transaction Entry icon  in the picture toolbar

2. Select the Payment/Adjustments tab
3. Select the “Payment Types” radio button
4. Select an Auto payment type (depending on the office setup, the payment type may be “PMT-AUTO-MC/Visa,” “PMT-AUTO- Discover,” “PMT-AUTO-American Express “PMT-AUTO/RECUR-e-Check,” or similar)
5. Indicate the processed payment amount
6. Enter payment notes, if desired
7. Click the Apply button

These payments will reflect on the Deposit Slip – Direct Deposit Report and will bypass the credit card integration to prevent duplicate charges.

The successful payment transaction is shown on the Transaction Entry screen. The transaction will also show on the Account Ledger.