In order to use Request to Pay, you must be registered
for the Dentrix Pay service and have received Worldpay merchant credentials
for payment processing. If you have not registered for Dentrix Pay, contact
eServices Sales at 844-918-0210 to get started.
Once you have registered for and set up Dentrix Pay, you can set up Request
to Pay in the Office Manager.
Setting up Request to Pay
1. In the Office Manager, click Maintenance, point to Practice Setup, and then click Request to Pay Setup.
The Request to Pay Settings dialog box appears.
Important: In order for your patients to make requested payments through this feature, you must enter and register your Worldpay merchant credentials.
2. To enter and register your Worldpay credentials, select the Register Worldpay Credentials checkbox, and then do one of the following:
· Import your existing Worldpay credentials form Dentrix Pay or QuickBill Email – Select Dentrix Pay or QuickBill, and then click Import Credentials from. Your credentials (Account Token, Acceptor ID, and Account ID) populate the corresponding fields automatically.
· Copy or enter your Worldpay credentials for Request to Pay – Copy (recommended) your Worldpay Account Token, Acceptor ID, and Account ID to the corresponding text boxes.
3. Click Save.
The Worldpay credentials are registered for Request to Pay.
4. Click the Import Settings tab.
The Import Settings dialog box appears.
5. Review and make changes, if applicable, to the import online payment settings as following:
· Automatically import online payments – Select to import and post online payments to the Ledger automatically.
· Apply to Payment Agreement – If applicable, select to apply online payments to the corresponding account’s payment agreement automatically.
· Payment Type for Imported Payments – Select the payment type to associate with online payments that are imported and posted to the Ledger.
6. Click Save if any import settings changes were made.
7. Click Close.
You can now send payment requests using the Request to Pay feature.