Using the UnifiedPay Swiper

This article will outline the steps to process a transaction using the UnifiedPay swiper!

Jump to: 

• How to use the UnifiedPay swiper to process a transaction in a patients file
• How to use the UnifiedPay swiper to process a transaction for a product sale

How to use the UnifiedPay swiper to process a transaction in a patient's file:

Within Patient File > Appointments > Billing Info click Receive Payment.  Within the pop-up window next to Charge New Card, select swipe or Key in

The cursor must be placed inside the box before swiping the card or using the key in method.  Once the card is swiped or keyed in, the tokens will appear within the box. Select 'Save card for future payments' then click the Pay button. 

How to use the UnifiedPay swiper to process a transaction for a product sale:

Once the items are selected on the Product Sale page, click the Receive Payment button.  Within the pop-up payment window,  next to Charge New Card, select swipe or Key in

The cursor must be placed inside the box before swiping the card or using the key in method.  Once the card is swiped or keyed in, the tokens will appear within the box. Then click the Pay button.