Using the UnifiedPay Swiper

* This article only applies to Clinics who have been approved for UnifiedPay

• Navigate to the Appointments > Billing Info section and click Receive Payment.

Select the Payment Method:

• In the pop-up window, under Charge New Card, select either Swipe or Key in.

• If you’re swiping the card, make sure the cursor is placed inside the box labeled "Click here BEFORE swiping card" (see screenshot below).
• Swipe the card using the swiper connected to your computer via the USB cable.

• Once the card is swiped or keyed in, encrypted tokens will appear in the box. This indicates the swiper has successfully read the card.

• If you’d like to save the card for future payments, ensure the checkbox 'Save card for future payments' is selected.

• Click the Pay button to finalize the transaction.

Quick Tips:

• The swiper is plug-and-play, so no extra setup is needed—just connect it via USB.
• Ensure the cursor is placed in the box before swiping, as the swiper requires active focus to function properly.