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Whenever you post a Card payment in an Account's ledger in MacPractice, you'll now see an option in the upper right corner of the Payment Window to select a Card Entry Method. In our initial release, the only option available is to use Credit/Debit - Transmit. If you have any questions or concerns regarding the information provided here, or you simply need assistance, don’t hesitate to reach out to our Support Team!
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In our initial release, the only option available is to use Credit/Debit - Transmit. |
Credit/Debit - Transmit
The Credit - Transmit and Debit - Transmit options both allow you to use a physical credit or debit card on your Card Processing Device, via swiping, or tapping, or any method the card reader supports. For our purposes, we'll refer to this action as "swiping". The "transmit" phrase refers to transmitting the card information from the machine to MacPractice.
In the payment window, you'll enter in the Amount as normal, then select the Credit or Debit - Transmit option from the Card Entry Method drop down. Upon selection, you'll see the button below the drop down menu change to "Transmit to Device". When this is clicked, the payment window will have a spinning indication that says "Waiting for Device". At this point, you should swipe the credit or debit card.
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If you wait too long to swipe a card, the "Waiting for device..." prompt as shown in the above below screenshot will time out.
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Depending on how your card reader is configured, the patient may need to verify additional information, and will be prompted via the device. When the card processes successfully, you'll see a confirmation message in the Payment Window.
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If you need to cancel a currently processing transaction, we recommend attempting to cancel it on the device.
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Very soon, we’ll be incorporating the ability to process card payments with just the card numbers via a Manual Payment. We’re also working on options to receive Insurance and Bulk Insurance payments. These features will be released in a future build of MacPractice. |
Refunds
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On occasion you'll need to issue a refund to a credit or debit card. Thankfully, refunding a credit card payment is as simple as refunding a normal payment.
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