Taking Payments Using Worldpay

Use the following procedures to process credit card payments using the Ingenico iSMP4 (wireless) or Ingenico iPP 320 (wired) payment terminal with Worldpay.

  • Before you can use Worldpay for online credit card processing, you must activate the integration in Administration. For more information, see Activating the Worldpay Integration
  • To manually process payments outside the 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. For instructions, see Creating an Invoice for an Order. If you do not have the Credit Card (Manual Entry) payment type set up, see Setting Up Payment Types for Material Orders.

Taking Invoice Payments on One Credit Card Using Worldpay

  1. Verify that the device is ready.
  2. In Material Orders, on the Orders tab, click Generate Invoice.
  3. Select the check box next to each order to include on the invoice.
  4. If you are taking a partial payment, edit the amount in the Pay field to show the amount being paid.
  5. Click + Payment.
  6. Enter the patient’s payment Amount.
  7. Select Credit Card or any of the other credit card types as the Payment Type and click OK.
    The invoice shows credit card type used, even if you accidentally select the wrong credit card type.
  8. Click Save.

    A message appears, indicating that the terminal is ready. If you have more than one device, select the device 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, wait for the prompt, and then remove the card.
    • Swipe a magnetic strip credit card.
    • Hold an NFC/contactless-enabled card or mobile wallet device near the card reader.
  10. Follow the prompts on the terminal.

    When the credit card transaction is complete, a confirmation message appears in Eyefinity Practice Management.

  11. Click Close.

    The credit card payment information is summarized in the Payments section of the Material Orders window and the Process Order window opens.

  12. Select one of the following options:

    • Process Order Now – Automatically sends the order to the lab and generate the claim
    • Put On Hold – Puts the order on hold so you can release it to the lab at a later time

    The generated invoice opens in a new browser window. The invoice shows the payment card type, a 6-digit credit card authorization number, and the last 4 digits of the credit card number. The other credit card digits are masked.

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

    If the credit card receipt does not open, you may need to update your browser's popup window settings. For more information, see Browsers.

  13. To print the invoice and receipt, click the Print button in the browser windows.
    To reprint the invoice later, locate the transaction on the Transactions tab in Material Orders, and click Print. The credit card receipt opens for printing along with the invoice if the transaction was completed within the past 45 days.

Taking Invoice Payments on Multiple Credit Cards Using Worldpay

To pay for an order using multiple credit cards, you must create separate partial payments with separate invoices.

  1. Perform the steps in Taking Invoice Payments on One Credit Card Using Worldpay to process a partial payment using the first credit card and generate an invoice.

    The system returns you to the Material Orders screen. The order is moved to the Invoiced Orders grid, which shows the partial payment and the remaining balance.

  2. Below the Invoiced Orders grid, click Make Payment.
  3. Select the check box next to the order.
  4. Click + Payment.
  5. Enter the payment Amount.
  6. Select Credit Card or any of the other credit card types as the Payment Type and click OK.
    The invoice shows credit card type used, even if you accidentally select the wrong credit card type.
  7. Click Save.

    A message appears, indicating that the terminal is ready. If you have more than one device, select the device 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, wait for the prompt, and then remove the card.
    • Swipe a magnetic strip credit card.
    • Hold an NFC/contactless-enabled card or mobile wallet device near the card reader.
  9. Follow the prompts on the terminal.

    When the credit card transaction is complete, a confirmation message appears in Eyefinity Practice Management.

  10. Click Close.
  11. The generated invoice opens in a new browser window. The invoice shows the payment card type, a 6-digit credit card authorization number, and the last 4 digits of the credit card number. The other credit card digits are masked.

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

    If the credit card receipt does not open, you may need to update your browser's popup window settings. For more information, see Browsers.

  12. To print the invoice and receipt, click the Print button in the browser windows.
    To reprint the invoice later, locate the transaction on the Transactions tab in Material Orders, and click Print. The credit card receipt opens for printing along with the invoice if the transaction was completed within the past 45 days.
  13. Repeat steps 2–11, if necessary, to pay off any remaining balance on the order.

Taking Miscellaneous Payments Using Worldpay

  1. Verify that the device is ready.
  2. In Material Orders, click the Transactions tab.
  3. Click + Misc Payment.

  4. Select the Reason for the miscellaneous payment.
  5. Record the Order Number and Office Number, if required.
  6. Click + Payment.
  7. Enter the patient’s payment Amount.
  8. Select Credit Card or any of the other credit card types as the Payment Type and click OK.
    The miscellaneous payment receipt shows the credit card type used, even if you accidentally select the wrong credit card type.
  9. Click Save.

    A message appears, indicating that the terminal is ready. If you have more than one device, select the device and click Proceed.

    If multiple users select the same device to process payments simultaneously, the payment transactions may fail.
  10. 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, wait for the prompt, and then remove the card.
    • Swipe a magnetic strip credit card.
    • Hold an NFC/contactless-enabled card or mobile wallet device near the card reader.

  11. Follow the prompts on the terminal.

    When the credit card transaction is complete, a confirmation message appears in Eyefinity Practice Management.

  12. Click Close.

    The payment is applied to the patient's account. If you created a patient credit, the credit amount is added to the Patient Credit total displayed in Demographics. The miscellaneous payment receipt and the credit card receipt open in separate browser windows.

    If the credit card receipt does not open, you may need to update your browser's popup window settings.

  13. To print the receipts, click the Print button in the browser windows.
    To reprint the miscellaneous payment receipt later, locate the transaction on the Transactions tab in Material Orders, and click Print. The credit card receipt also opens for printing if the transaction was completed within the past 45 days.

Taking Uncovered Insurance Balance Payments Using Worldpay

  1. Verify that the device is ready.
  2. In Material Orders, click the Transactions tab.
  3. Click + Patient Insurance Balance.

  4. Select the check box for the balance you are applying the patient's payment to and enter the payment Amount.
  5. Under Apply Customer Credit Before Payment, click Add Payment.
  6. Edit the patient’s payment Amount, if necessary.
  7. Select Credit Card or any of the other credit card types as the Payment Type and click OK.
  8. Click Save.

    A message appears, indicating that the terminal is ready. If you have more than one device, select the device 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, wait for the prompt, and then remove the card.
    • Swipe a magnetic strip credit card.
    • Hold an NFC/contactless-enabled card or mobile wallet device near the card reader.
  10. Follow the prompts on the terminal.

    When the credit card transaction is complete, a confirmation message appears in Eyefinity Practice Management.

  11. Click Close.

    The payment is applied to the patient's account and shown on the Transactions tab as a miscellaneous payment. The miscellaneous payment receipt and credit card receipt open in separate browser windows.

    If the credit card receipt does not open, you may need to update your browser's popup window settings.

  12. To print the receipts, click the Print button in the browser windows.
    To print the miscellaneous payment receipt later, locate the transaction on the Transactions tab in Material Orders, and click Print. The credit card receipt also opens for printing if the transaction was completed within the last 45 days.