...

Setting Up MacPractice Payments

...

The office can run standard card swiping, manual key entry and do refunds, below you will find links on how to get the card terminal to do this and how to train on it. This is something that the office would need to request before we would add it.

add images.

Image RemovedImage Removed

Image Removed

...

Standalone Transactions are an extra feature that can be enabled free of charge. If you are interested in Standalone Payments, please reach out to MacPractice Support to enable these features.

Make a Standalone Payment

After the terminal has been set up for standalone use, you can start a payment by entering the value of the transaction on the terminal, then handing it to the patient to complete the transaction.

To make a payment with a credit or debit card or NFC wallet from a standalone terminal:

1. Select Payment

   1. On non-Android terminals that use the old menu structures, select Start on the terminal display.

2. Enter the transaction value and confirm to continue.

3. hand the terminal to the patient so they can complete the payment.

4. The patient presents their card or their device with the NFC chip to the terminal and follows the instructions on the terminal to complete the payment.

If the payment is successful, Approved is shown on the terminal display. The terminal also prints a receipt for the transaction.

You can find the details of the payment in your Customer Area on the Valpay Reporting site, under Transactions > Payments.

Manual Key Entry Standalone Payment

Manual Key Entry (MKE) involves manually typing the details from the patient’s card into the payment terminal. You can use this when the payment terminal fails to obtain the card details from the card’s chip or magnetic stripe.

To make an MKE payment:

1. Select Transactions > New Transaction on the device itself.

2. Enter your Transactions passcode (4401 by default) and select Continue.

   • On non-Android terminals that use the old menu structure:

     1. Select “8” and then the Confirm key (Green circle on legacy models, it is Confirm and then 8.)

     2. Enter your Transactions passcode (4401 by default) and select the Confirm key.

3. Select Manual Key Entry.

4. Enter an amount and confirm to continue.

5. Follow the instructions on the display to enter the Primary Account Number (the card number) and the card expiry date.

 The transaction then follows the normal flow.

Make a Standalone Payment Refund

To make a Standalone Payment Refund:

1. Select Transactions > History, enter your Transactions passcode (4401 by default), and select Continue.

   1. (On non-Android terminals that use the old menu structure, go to Admin & Settings menu and select Transactions)

2. Select the transaction you want to refund.

3. Select the action to void (refund) the transaction.

The terminal prints a receipt for the refund. If successful, the refund is directly issued to the patient’s account.

ACH (Automated Clearing House) transactions

These transactions aren't currently available with MacPractice Integrated Payments.

Setting up an Account Wallet for Card-On-File transactions

...

Once you’re satisfied, click the “Submit Refund” button to process your refund!

Refunding to Check

If you find yourself in a situation where you need to issue a refund by check, the best way to accomplish this is to select the credit/debit payment in a ledger, then select Refund as you normally would, and then check the "Refund Credit by Cash or Check" option in the Refund window. You'll still need to ensure that there is an unapplied portion of the payment to refund. 

...

When you are satisfied, click OK. This will create a refund line item in the ledger, and you can then proceed with refunding the patient.

Printing a Receipt

Card Terminal Receipt Paper: 57mm x 40mm Thermal Paper
MacPractice Receipt Paper: Dymo Compatible Receipt Paper

...