Select the transaction to process (e.g. Purchase, Return, Void, etc.).
Transaction Types: Refer to the XCharge user manual for details on transaction types.
Save Token: Securely store the credit card number and expiration date as a token for future use. Set the default in Account Module Preferences, Automatically store credit card tokens.
Prompt for Signature: Prompt patients for a signature on the credit card terminal before completing transaction. Terminal must support electronic signature capabilities. Set as the default in XCharge Setup.
Print Receipt: Automatically print a receipt to the default receipt printer when the transaction is completed. Set as default in XCharge Setup.
This window appears after the XCharge Transaction Types when charging a new card or voiding a transaction. Enter the credit card details or swipe the credit card to auto insert the information.
Toolbar: Refer to the XCharge user manual for details.
Clear: Clears the information entered in the fields below.
Amount: The purchase amount entered in the Payment window. To edit, cancel the transaction and enter the correct amount in the Payment window.
Credit Card #: Type the credit card number or swipe the credit card to auto-populate this field.
Expiration (MMYY): Type the credit card expiration date. When the card is swiped this field auto-populates.
Zip Code: Enter the zipcode of the cardholder's billing address (optional). Some banks require this information and decline the transaction if not entered.
Address: Enter the street address of the cardholder's billing address (optional). Some banks require this information and decline the transaction if not entered.
CVV2/CVC2: Enter the 3-digit security code from the back of the VISA or MasterCard (optional).
Receipt #: Auto-populated by XCharge. This is PAT followed by the patient's ID number assigned by Open Dental (e.g. PAT7453).
Clerk ID: The user logged into Open Dental. To edit, cancel the transaction and log into Open Dental as a different user.
[F12] Process: Click to complete the transaction, or select the F12 key.
To process transactions for credit cards with computer chips (EMV transactions) use XCharge version 8.1.1 or greater and a compatible terminal. Terminal options include:
The decline minimizer is a feature that automatically updates expired and outdated card information to reduce declined payments (for participating credit card brands). When a card is automatically updated, the XC Account ID Updated is updated in the payment note transaction details. The patient still needs to be contacted to update the information saved in the Credit Card Manage list.
To add this feature at no additional cost, contact XCharge. No additional set up is required in Open Dental.
XCharge, also known as OpenEdge, is an integrated credit card program that can be used to process credit and debit card transactions. To also process check payments, sign up for the OpenEdge check service.
XCharge Setup for Clinics
Credit Card Payment
Credit Card Return
XCharge Void Payment
XCharge Add Card
Credit Card Transaction Details
Online Payment Management
CC Recurring Charges