Posting to Payment Agreements with Saved Credit Cards

If patients have payment agreements, you can attach credit cards to their agreements. Then, you can use the saved cards to post payments to their agreements.

Watch this video to learn how to add credit cards to your patients' agreements and post payments to the agreements with saved cards. (Duration 1:15)

Key Information

• If the Credit Card and Credit Card Expiration columns are not displayed in the Payment Agreement Manager, right-click any column header. Then, to display these columns, in the submenu, click Credit Card and Credit Card Expiration.
• If you previously saved a credit card for a patient who did not have a payment agreement, and if you create an agreement for that patient, the card will display in the Credit Card drop-down menu in the patient's Billing/Payment Agreement Information window. However, you must select the card and click OK to activate it as a payment option for the patient's agreement.
• When you add a new credit card to an agreement that already has an active card and click OK, the old card will no longer be assigned to the agreement, and the new card will be used for future payments.
• If you attempt to delete a Dentrix Pay agreement-transaction from the Ledger, you will be warned that deleting it removes the transaction from the Ledger but does not cancel the actual processing of the transaction with Worldpay, which can only be accomplished by refunding the payment to the card used for the initial payment. Also, if you delete the payment, it no longer exists in the Ledger, which skews the Ledger's balance, and you can no longer print receipts for it.
• You can also post payments to payment agreements by clicking the Enter Payment button in the Ledger or the Billing/Payment Agreement Information window.
• If needed, you can reprint receipts for any transaction moved into history and those that have not been deleted from the Ledger.
• Each time you open the Ledger, Dentrix will remind you if payment agreements are due for processing (see image below).
  • To immediately process the payments, click the Process Due Payment Agreements button.
  • To dismiss the reminder, click the "X" button in the upper-right corner.
  • To dismiss the reminder for the rest of the day, check Do Not Show This Again Today.
  • Note that dismissing the reminder will only apply to the computer where the dismissal was selected.