Posting to Payment Agreements with Saved Credit Cards
If a patient has a payment agreement and a saved credit card, you can use the saved card to post payments to the patient's agreement.
Watch this video to learn how to use a saved credit card to post a payment to a patient's payment agreement. (Duration 1:17)
If the Credit Card and Credit Card Expiration columns are not displayed in the Payment Agreement Manager, right-click any column header, and in the submenu, click Credit Card and Credit Card Expiration to display them.
Payments made with saved credit cards can be processed on any networked computer because a PINpad and card are not required.
If you previously saved a credit card for a patient that did not have a payment agreement, and if you create a payment 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.
Once you add a new credit card to an agreement that already has an active card, and click OK, the other card will no longer be attached to the agreement, and the new card will be used for future payments.
You cannot void a credit payment that was processed with a saved credit card. However, you can refund the credit payment the next business day. Conversely, you can refund debit payments anytime, even if the payment was made with a saved debit card.
If you attempt to delete a Dentrix Pay payment from the Ledger, you will be warned that deleting removes the payment from the Ledger, but it does not remove it from the merchant account, which can only be accomplished by refunding the payment to the card that was used for the initial payment. Also, if you delete the payment, it no longer exists in the Ledger; therefore, you cannot refund it later or print receipts for it.
If needed, you can reprint receipts for any transaction that has not been deleted from the Ledger.
You can also post payments to payment agreements by clicking the Enter Payment button in the Ledger or the Billing/Payment Agreement Information window.
Each time you open the Ledger, Dentrix will remind you if any payment agreements are due for processing.
To immediately process the payments, click the Process Due Payment Agreements button.
To dismiss the reminder for now, click the "X" in the upper-right corner of the notification.
To dismiss the reminder for the rest of the day, check the Do Not Show This Again Today checkbox
Dismissing the reminder will only apply on the computer where the dismissal was selected.