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Attaching credit cards to payment agreements

You can attach saved credit cards to active payment agreements and then process them individually or as a batch of payments.

To attach a credit card to a payment agreement

1.   In the Ledger, select a guarantor who has an active payment agreement and a saved credit card.

2.   Click File, and then click Billing/Payment Agreement.

The Billing/Payment Agreement Information dialog box appears.

3.   Click the Credit Card drop-down arrow, and in the list, click the saved credit card you want to use.

Note: You can also add a credit card from this list, but you must first have the appropriate card reader, set up a Moneris account, and set up Dentrix Pay in the Office Manager.

4.   Click OK.

The card is attached to the payment agreement.