Charging a Card on the POS Terminal

Created by Alyssa Elso, Modified on Wed, 25 Sep at 4:57 PM by Alyssa Elso

Process the Card Payment

  1. Choose Payment Method:

    • On the payment screen, select 'Credit Card' or the specific card type being used.
  2. Swipe/Insert/Use Contactless Payment:

    • Swipe: If the card has a magnetic strip, swipe it through the card reader.
    • Insert: For chip-enabled cards, insert the card into the chip reader.
    • Contactless: If the card supports contactless payments, ask the customer to tap their card or device on the reader.
  3. Verify Transaction Details:

    • Ensure the total amount displayed on the terminal is correct.
    • The customer may be prompted to enter their PIN or provide a signature depending on the card type and payment amount.

Step 4: Confirm and Complete the Transaction

  1. Transaction Authorization:

    • Wait for the terminal to process the payment. This may take a few seconds.
    • Once authorized, the terminal will display a confirmation message.
  2. Print or Email Receipt:

    • After the payment is successfully processed, select whether to print a physical receipt or email it to the customer.
    • Provide the receipt to the customer as proof of purchase.


Step 5: Sync Payment


1. Once a payment has been made navigate back to the Payments Table within your browser and tag the payment back to the Patient.



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