Run a Payment from a Card on File in Vault
Learn how to run a payment from a Card on File in Vault.
Taking Payments
Accept Card-Present Payments
Learn how to accept card-present payments (i.e., payments initiated when a patient inserts, swipes, or taps their card to make…
Take Card Payments Using the Payments Screen (Virtual Terminal)
Learn how to take card-not-present payments using the Payments screen (Virtual Terminal). This method can be used when a patient…
Taking Payments with a Terminal
Learn how to take a payment using a chip and signature terminal.
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.
Taking Payments Using the Payments Screen (Virtual Terminal)
You can take card-not-present payments using the Payments screen (also called the Virtual Terminal).