Configuring credit card options

Before you can use Dentrix Ascend Pay to process credit card payments (in-office or online), you must configure the following credit card options for each location in your organization:

• Worldpay accounts - You should have at least one merchant account per location in your organization.

• Lanes - A merchant account can have any number of lanes. A lane is a unique pairing of a merchant account and a physical payment device. You can pair a single payment device to multiple accounts and pair multiple payment devices to one account.

To configure credit card options for a location

1. If you are not already viewing the correct location, select it on the Location menu.

2. On the Settings menu, under Location, select Credit Card Options.

   The Credit Card Options page opens.

   

   Note: You can click (or tap) the https://www.accessmyiq.com/ link to open the Worldpay iQ website.

3. Click (or tap) Add Account.

   The options to add a Worldpay account become available.

   

   Note: The Do you want to automatically retrieve MID credentials? switch is set to On by default.

4. Set up the following options:

   • Create Account Name - Enter a name to identify the Worldpay merchant account. The name must be unique across all accounts in this location.

   • Acceptor/Merchant ID - Copy the Worldpay acceptor ID/merchant ID in the welcome email message that you received from Worldpay, and then paste it into the Acceptor/Merchant ID box.

   • DBA Name - Copy the DBA (Doing Business As) name in the welcome email message that you received from Worldpay, and then paste it into the DBA Name box.

   

5. Click Retrieve Credentials.

6. Do one of the following:

   • If the retrieval was successful, the Merchant ID, Account ID, Terminal ID, and Account token appear for your reference. Click Add, and ignore the remaining steps.

     

   • If the automatic retrieval fails, you can set up your Worldpay account manually as in previous versions. Proceed to the next step.

7. Set the Do you want to automatically retrieve MID credentials? switch to Off.

   

   Note: You can retrieve your merchant account credentials from the Worldpay iQ website (https://www.accessmyiq.com).

8. Set up the following options:

   • Account name - Enter a name to identify the Worldpay merchant account. The name must be unique across all accounts in this location.

   • Merchant ID - Copy the Worldpay acceptor/merchant ID that you received from Worldpay, and then paste it into the Merchant ID box.

   • Account ID - Copy the Worldpay account ID that you received from Worldpay, and then paste it into the Account ID box.

   • Terminal ID - Enter the terminal ID that you received from Worldpay. This is the ID of the terminal that you want to use for online payments and that you want to use as the default ID for all lanes that get added to the account.

   • Account token - Copy the account token that you received from Worldpay, and then paste it into the Account Token box.

   

9. Click Add.

   The merchant account appears in the Worldpay Accounts list.

   

10. To specify which account you want to use to handle online payments, from the Account for Online Pay. Processing list, select an account.

    

    Note: In the Worldpay Accounts list, the account for online payments has a bookmark symbol on it.

11. With an account selected, for each payment device that you want pair with that account, do the following:

    1. Click (or tap) Add Lane.

       

       The options to add a lane become available.

       

    2. Set up the following options:

       • Lane name - Enter a short description to identify the device in Dentrix Ascend. The name must be unique across all lanes in this location.

       • Terminal ID - Enter an ID for the terminal, such as 0001.

         Note: If this is the lane that you want to use for online payments, enter the same Terminal ID that was entered for the account.

       • Activation Code - Do one of the following:

         • Enter the activation code that is displayed on the payment device.

         • To generate an activation code for a payment device that is already associated with one of the merchant accounts for this location, click (or tap) the Generate Code button , select a lane from the Use lane list, and then click (or tap) Generate.

           

         Note: When the payment device is activated, the Activation Code box becomes the Terminal Serial # box and contains the serial number of the device.

         

    3. Click Add.

       The activated device appears under the corresponding account in the Worldpay Accounts list.