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X-Charge: Add a Credit Card without Processing a Payment

When using X-Charge, 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.

  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. Swipe the card or enter the credit card number and expiration date, then click Process. 

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

 

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