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Credit Card Manage Window

The Credit Card Manage window lists Credit Cards on file for the patient. Credit cards entries are automatically added here when you process a X-Charge or PayConnect transaction and select Save Token. You can also manually add a credit card without processing a charge.

To open, in the Account module, Main tab, click Credit Card Manage.

The first 12 digits of each card are masked as X. The order of cards in the list determines the order in the Credit Card dropdown on the Payment window. To reorder the cards, highlight the card, then click the Up/Down arrows.

  • X-Charge: When X, indicates the credit card token is saved in X-Charge.
  • PayConnect: When X, indicates the credit card token is saved in PayConnect.

X-Charge: Add a Credit Card without Processing a Payment
PayConnect: Add a Credit Card without Processing a Payment
Authorize Recurring Charges

Move a Credit Card to a Different Patient Account:

  1. Highlight the card number.
  2. Click Move to Pat. 
  3. A verification message will show.  Click OK, then select the new patient.

 

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