Each window is explained below.
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.