How do we take a payment in Cloud9 using PlanetDDS Pay?

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:
You'll need to navigate to the payment entry screen, enter in the charge amount and then enter the credit card information.

Step-by-step instructions:

Step 1: Enter in the charge amount

1. Make sure the Posting Location is the location you want the funds to be credited to.

2. Make sure the Assigned Location is the location of the patient.

Step 2: Enter the Credit Card information & Click on Make Payment

1. Card Number

2. Expiration Date

3. CVC (Security Code … 3 or 4 digits)

4. Zip Code of Person’s Who Name is on Card

Step 3: Successful Payments will appear on Patient’s Responsible Party Ledger