Setting Up Payment Types for Material Orders

You set up the payment types your office can use for material orders from Administration, then Preferences for Material Orders. On the Payment Types tab is a list of available payment types. Here you can select the type of payments you accept at your office.


Eyefinity recently reviewed available payment types and added new types to accommodate online payment methods. As payment methods continue to evolve, we evaluated and selected the most commonly used digital methods. In the case of payment portals, we opted to create a general method, which allows for greater flexibility for your office.

Payment Type options include the following traditional methods:

  • Credit/debit cards (such as Visa, Mastercard, American Express)

  • Personal checks

  • Cash

  • Healthcare-specific credit cards (like CareCredit)

  • Electronic bank transfers/ACH payments

  • FSA/HSA cards (Flexible Spending Account/Health Savings Account cards)

We have also included the following digital payment methods:

  • Patient payment portals (such as Instamed, Marlo, JNJ, Stripe, other payment processors)

  • PayPal

  • Apple Pay

  • Google Pay

  • Samsung Pay

  • Venmo


If you use Worldpay, the payment type is based on those supported by Worldpay. The Worldpay integration automatically determines the card type via your POS terminal. This determination is based on card brand (e.g. MasterCard, Visa) rather than useage (HSA/FSA) so in the case of a HSA card with the Mastercard brand, Mastercard is used.

Selecting your Payment Types:

  1. From the menu, select Preferences and then Material Orders.

  2. Check the box to select the payment type for use in Material Orders. Continue to select all the payment types your practice accepts for payment. There may be multiple pages of payment types. Click the page links at the bottom of the table to see them.

  3. Click Save.

For reporting, the Miscellaneous Payment Report and Monthly Production Summary Report, group some payment types into Other.