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.