Using Worldpay Devices to Process Payments

After you add the Worldpay devices in AcuityLogic POS, you can use them to process credit card payments. This section explains how to use the Worldpay devices to process payments using one or more credit cards.

  • These steps explain how to process a payment when you invoice an order. They also apply to processing payments for the following:Outstanding balancesMiscellaneous paymentsPatient insurance balances See Recording Miscellaneous Payments and Applying Patient Insurance Balance Payments.
  • If a message appears indicating that an authorization could not be deleted automatically, the credit card holder will need to contact their credit card company to have the authorization removed. In a future version of AcuityLogic, an integration will run periodically to remove authorizations older than two hours.
  • To manually process payments outside of the Worldpay integration for phone orders where the credit card is not present or when the card reader fails to read the credit card, select Credit Card (Manual Entry) when adding the payment. If your office does not have the Credit Card (Manual Entry) payment type set up, select the payment type that your office uses.

Topics include the following:

  1. Verify that the device is ready.
  2. From the AcuityLogic POS Patient Orders window, click Generate Invoice.

    The Invoice window opens and displays all orders that have been priced and need to be invoiced.

  3. (Optional) Deselect the check box next to orders that you do not want to include on the invoice.
  4. If the customer is making a partial payment for a deposit, update the amount in the field in the Pay column for each order.
    The value entered in the Default Deposit Percentage field in the Company Information window in AcuityLogic Admin determines the minimum amount that can be processed for a partial payment. If necessary, a manager can override the minimum payment amount by entering their credentials when prompted.

  5. In the Payments section, click Add Payment.

  6. From the Payment Type drop-down list, select Credit Card or a credit card type, and click OK.
    The AcuityLogic invoice will show the credit card type used even if you accidentally select the wrong credit card type.
  7. If you have more than one device added, select the device from the dialog window that appears and click Proceed.
    If multiple users select the same device to process payments simultaneously, the payment transactions may fail.
  8. When the device prompts you for the credit card, perform one of the following steps:
    • Insert an EMV-enabled chip credit card into the card slot and wait for the prompt to remove the card.
    • Swipe a magnetic strip credit card.
    • Hold an NFC/contactless-enabled card or mobile wallet device near the card reader.

    If prompted, follow the directions shown on the device screen. For example, a PIN may need to be entered.

  9. In the Authorization Success confirmation message window, click Close.

    The payment appears in the Payments grid.

    • The payment in the Payments grid indicates an authorization was obtained. The credit card is not charged until you click Complete Payment.
    • To remove the payment from the Payments grid, click Remove next to the payment and click OK in the confirmation message window that appears. Removing the payment cancels the authorization obtained for the payment.
    • To update the orders to include on the invoice or to update the payment amount for a partial payment, remove all payments from the Payments grid and make the required updates in the Priced Orders to be Invoiced section.
  10. Click Complete Payment.

    The credit card used is charged and the AcuityLogic invoice opens in a new web browser window. The invoice displays the payment type used, a six-digit credit card authorization number, and the last four digits of the credit card number. For security purposes, the other digits of the credit card number are masked.

    The credit card receipt also opens in a new browser window.

    If the credit card receipt does not open, you may need to update your browser's popup window settings.
  11. To print the invoice or receipt, click the Print button in the browser windows.

    If you need to print the invoice after the transaction has ended, click the Transactions tab and click the Print icon for the sale.

The ability to use multiple credit cards in a single payment window in AcuityLogic is available only with the Worldpay integration.
  1. Verify that the device is ready.
  2. From the AcuityLogic POS Patient Orders window, click Generate Invoice.

    The Invoice window opens and displays all orders that have been priced and need to be invoiced.

  3. (Optional) Deselect the check box next to orders that you do not want to include on the invoice.
  4. If the customer is making a partial payment for a deposit, update the amount in the field in the Pay column for each order.
    The value entered in the Default Deposit Percentage field in the Company Information window in AcuityLogic Admin determines the minimum amount that can be processed for a partial payment. If necessary, a manager can override the minimum payment amount by entering their credentials when prompted.

  5. In the Payments section, click Add Payment.

  6. Enter the payment amount for the first credit card in the Amount field.
  7. From the Payment Type drop-down list, select Credit Card or a credit card type, and click OK.
    The AcuityLogic invoice will show the credit card type used even if you accidentally select the wrong credit card type.
  8. If you have more than one device added, select the device from the dialog window that appears and click Proceed.
    If multiple users select the same device to process payments simultaneously, the payment transactions may fail.
  9. When the device prompts you for the credit card, perform one of the following steps:
    • Insert an EMV-enabled chip credit card into the card slot and wait for the prompt to remove the card.
    • Swipe a magnetic strip credit card.
    • Hold an NFC/contactless-enabled card or mobile wallet device near the card reader.

    If prompted, follow the directions shown on the device screen. For example, a PIN may need to be entered.

  10. In the Authorization Success confirmation message window indicating the transaction is complete, click Close.

    The payment appears in the Payments grid.

    • The payment in the Payments grid indicates an authorization was obtained. The credit card is not charged until you click Complete Payment.
    • To remove a payment (authorization) from the Payments grid, click Remove next to the payment and click OK in the confirmation message window that appears. Removing the payment cancels the authorization obtained for the payment.
    • To update the orders to include on the invoice or to update the payment amount for a partial payment, remove all payments from the Payments grid and make the required updates in the Priced Orders to be Invoiced section.
  11. Repeat steps 4–10 for each additional credit card payment (authorization) or other payment type (cash, check, etc.).

    Before you can complete the payment, the total payment amount for all payments much match the deposit amount.

  12. Click Complete Payment.

    The credit cards used are charged and the AcuityLogic invoice opens in a new web browser window. The invoice displays the payment type used for each credit card, six-digit credit card authorization numbers, and the last four digits of each credit card number. For security purposes, the other digits of the credit card numbers are masked.

    The credit card receipts also open in a new browser window.

    If the credit card receipts do not open, you may need to update your browser's popup window settings.
  13. To print the invoice or receipts, click the Print button in the browser windows.

    If you need to print the invoice after the transaction has ended, click the Transactions tab and click the Print icon for the sale.

 

 

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