XCharge Setup (one set of credentials)

Below are instructions for setting up XCharge / OpenEdge using a single set of credentials.

Note: If using clinics, you can set different XCharge credentials for different merchant accounts. See XCharge Setup for Clinics (many sets of credentials) instead.

  1. Contact XCharge to install the XCharge client program.
  2. Open the XCharge Setup window. You have three options:
    • (first credit card transaction) On the Payment Window, click XCharge.
    • In the Main Menu, click Setup, Program Links, XCharge.
    • On the Payment window right-click the XCharge button, Settings.

  3. Check the Enabled box.
  4. Enter the path to the XCharge.exe.
  5. Enter the XCharge username and password (supplied by XCharge).
  6. Select payment defaults:
    • Payment Type: Select the default payment type for XCharge transactions. Customize options in Definitions: Payment Types.
    • Prompt for signature on CC trans by default: Check this box to prompt patients for a signature on the credit card terminal before completing transaction. The terminal must support electronic signatures.
    • Print receipts by default: Check this box to automatically print a receipt to the default receipt printer when a transaction is completed.
    • Recurring charge list force duplicates by default: By default, duplicate charges to the same card, on the same day, for the same amount will be denied. This is to prevent accidentally charging a card twice. Check this box to allow duplicate charges on the same card by default. Used if family members have CC Recurring Charges setup on the same credit card.
  7. To enable Online Patient Payments, enter XWeb settings.
    1. Check the Enable X-Web for patient portal payments box.
    2. Enter the XWebID (12 digits).
    3. Enter the Auth Key (32 digits).
    4. Enter the Terminal ID (8 digits).
  8. Click OK to save settings.

Set the default for storage of credit card tokens in the Account Module Preferences, Automatically store credit card tokens.

Installing X-Charge with a Terminal

Below are some points to consider based on a user's experience installing the XCharge server using a terminal.