Axia Credit Card Processing User's Guide

With Axia, you can process credit card payments in Dentrix Enterprise. The credit card processing features of Dentrix Enterprise are available as an add-on. To get this add-on, you must purchase a license from Axia (Axia is the third-party provider of the credit card processing service). You must also purchase compatible Ingenico credit card readers.

To get started using Axia for credit card processing in Dentrix Enterprise, you must complete the following steps:

Install Dentrix Enterprise 8.0.7 or later.

Purchase the credit card processing add-on by contacting your sales representative.

Get the location ID of each clinic that will use Axia.

Enroll in credit card processing through Axia.

Set up the integration settings for Axia in Dentrix Enterprise.

Create or modify the payment types (in the Practice Definitions) that you want to use for processing credit cards through Axia.

Create or modify the adjustment types (in the Practice Definitions) that you want to use for processing credit card refunds or voids through Axia.

Click any of the following links to learn about setting up and using the Axia credit card processing features in Dentrix Enterprise:

Setup:

Setting up Axia

Customizing payment types

Customizing adjustment types

Installing the recurring payments service

Usage:

Creating payment plans

Changing payment methods for payment plans

Adding credit cards on file

Posting credit card payments

Posting credit card payments to payment plans

Posting offline credit card payments

Posting credit card refunds

Reprinting credit card receipts

Viewing credit card payment signatures

Generating the Credit Card Transaction Report

Viewing failed credit card transactions