Take card payments using the Payments screen (virtual terminal)
- In the left menu, click Payments.
- If you have more than one location, expand the list under Merchant Account to select your location.
- On the CC Payment tab, fill out the information to complete the transaction. Required fields are marked with an asterisk.
- Under Card Information, enter the card number, expiration date, and CVV number.
- Under Cardholder Information, enter the cardholder's last name and first name. Address information is optional, but capturing this information can help protect you in the event of a chargeback.
- In $ Amount, enter the amount for the payment.
- Depending on your practice's configuration, you might see an Additional Information section on the right side of the screen with custom fields. Fill out this information as required.
- (Optional) Use the Vault Information section at the bottom of the screen to securely place the card on file in the Vault for future payments. For more information about adding cards to Vault from the Payments screen, see the Card on File in Vault section of the Help Center.
- Click Submit.
- On the Payment Accepted screen, email or print the receipt.
- To email the receipt, enter the cardholder's email address and an optional subject and email body, and then click Email.
- To print the receipt, click Print. You can also preview the receipt by clicking print.
