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PayConnect: Add a Credit Card without Processing a Payment

When using PayConnect, credit cards entries are automatically added to the credit card manage list when you process a charge and select Save Token.

You can also manually add a credit card without processing a charge. A temporary $1.00 authorization hold may show on the patient's credit card statement, however it will drop off eventually.

  1. In the patient's Account module, Main tab, click Credit Card Manage.
  2. Click Add.
    If both X-Charge and PayConnect are enabled, select the credit card processing company. Options are X-Charge, PayConnect, or both.

Click OK to proceed.

  1. Enter the credit card information and click OK.

The credit card number will now list in the credit card list as a masked number. 

 

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