About Online Payments (Balance Collect)
Learn how to start accepting online payments with Balance Collect and explore the key benefits for your practice.
Getting Started
Refund or Void a Payment
Learn how to refund or void a payment in Practice Management Bridge.
About Administrator (Admin) Role Functions
Learn about the Administrator (Admin) role users can be assigned and the abilities the role grants.
About User Agreements
Learn about the user agreements of Bridge Payments and how to access them.
Manage Account Access
Learn how to access your account as a new or existing user, and what to do if you’ve forgotten your…
About Online Payments (Balance Collect) Reporting and Posting
Learn how to report and post online payments with Balance Collect.
Post payments from Transaction Search (click-to-post)
1. In the left menu, click Reports > Transaction Search.2. Enter search criteria and click Search.3. Confirm that the associated…
Using the Transaction Report in Bridge Payments
Print Transaction Search Results In the left menu, click Reports > Transaction Search. Select Transaction Search. (Optional) Use the search filters to…
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…
Process a one-time full or partial refund
Before you begin: You must have the applicable access setting assigned to issue refunds. If you do not see the…
Taking Payments with a Terminal
Learn how to take a payment using a chip and signature terminal.
Edit the Role, Access Settings, and Account Affiliation of Existing Users
(For Admin Users Only) Learn how to make changes to existing users.
Reactivate Users
(For Admin Users Only) Learn how to reactivate users who were deactivated.
Deactivate Users
(For Admin Users Only) Learn how to deactivate users.
Create New Users
(For Admin Users Only) Learn how to create new users.
Intro to Bridge Payments Training
Learn the top five features to increase cash flow in this Intro to Bridge Payments training.
Voiding and Refunding Transactions
You can void and refund payments from within Transaction Search.
Printing and Emailing Receipts
You can re-print and re-send receipts through email at any time outside of transactions from Transaction Search.
Posting Payments with Click-to-Post
You can click to post Recurring and Balance Collect (online) payments from Transaction Search. Depending on your practice’s posting configuration,…
Taking Payments Using the Payments Screen (Virtual Terminal)
You can take card-not-present payments using the Payments screen, also called the virtual terminal.