Taking Payments with Eyefinity EncompassPay

Eyefinity EncompassPay integrates your credit card processing device for a streamlined payment process.

  • Before you can take payments, the EncompassPay integration must be set up. See Setting Up Eyefinity EncompassPay.

  • If needed, you can manually process payments outside the integration for orders where the credit card is not present or when the card reader fails to read the credit card. To do so when adding the payment, select Credit Card (Manual Entry) or another manual credit card payment type as set up by your administrator.

  1. Verify the device is ready.
  2. On the Non-Invoiced tab in Material Orders, below the Non-Invoiced Orders list, click Generate Invoice.

    The Generate Invoice screen opens and displays all the priced patient's orders ready to be invoiced, along with the total balance for the orders and the patient's available credits. For information on pricing orders, go to Pricing and Adding Insurance to Orders.

  3. Under Priced Orders, select the check box for each order to include on the invoice. All orders are selected by default.
  4. Under Select Payment Method, select Credit Card or any of the other supported credit card types and enter the payment amount.

    The invoice shows the credit card type used, even if you accidentally select the wrong credit card type.

  5. Click Authorize.
  6. If you have more than one terminal device, the Select Device window opens. Select the device and click Proceed.

    A message appears, indicating the terminal is ready.


    If multiple users simultaneously select the same device to process payments, the payment transactions may fail.

  7. Follow the prompts on the terminal.

    If the credit card used at the terminal is different from the Payment Method you selected, the Payment Method is automatically updated to match.

    When the credit card authorization is complete, the Authorization Complete message displays in Encompass. If the invoice amount is more than the available amount on the card, a message displays. You can proceed with the amount available on the card, or click Cancel.

  8. Click Close. The card information displays in the Generate Invoice screen, along with the authorized amount.
  9. If you need to enter another payment method, click + Add one more method and
    • For additional credit cards, repeat steps 4 through 8.
    • For other payment methods, select the payment type and enter the amount.
  10. Once you have entered all payments, click Save.

    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 pop-up window settings. For more information, see Browsers.

  11. 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. If the transaction was completed within the past 45 days, the credit card receipt opens for printing along with the invoice .

  1. Verify the device is ready.
  2. In Material Orders, under Balance, click Make Payment.

  3. Click the Miscellaneous tab.

  4. Select the Reason for Miscellaneous Payment. Choose from:
    • Collection Payment for payments toward an amount in collections.
    • N S F Check for a returned check fee.
    • Old System Balance for payments towards a balance in your old practice management system.
    • Patient Copay for insurance copay amounts.
    • Patient Payment to create a patient credit.

      You can also create patient credits using the Add Credit feature. For more information, see Entering a Patient Credit.

  5. Record the Order Number and Office Number (not required for Patient Copay or Patient Payment).
  6. Under Select Payment Method, select Credit Card or any of the supported credit card types and enter the payment amount.

    The miscellaneous payment receipt shows the credit card type used, even if you accidentally select the wrong credit card type.

  7. Click Authorize.
  8. If you have more than one device, the Select Device window opens. Select the device and click Proceed.

    A message appears, indicating the terminal is ready.


    If multiple users simultaneously select the same device to process payments, the payment transactions may fail.

  9. Follow the prompts on the terminal.

    If the credit card used at the terminal is different from the Payment Method you selected, the Payment Method updates automatically to match.

    When the credit card authorization is complete, the Authorization Complete message appears in Encompass.

  10. Click Close.
  11. If you need to enter another payment method, click + Add one more method and
    • For additional credit cards, repeat steps 6 through 10.
    • For other payment methods, select the payment type and enter the amount.
  12. Once you enter all payments, click Make Payment at the bottom of the screen.

    The payment is applied to the patient's account. If you selected Patient Payment, a credit amount is added to the patient credit total displayed in Material Orders and 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 pop-up 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. If the transaction was completed within the past 45 days, the credit card receipt also opens for printing .

  1. Verify the device is ready.
  2. In Material Orders, under Balance, click Make Payment. The Make Payment screen opens and displays the Invoiced Orders tab.
  3. Click the Patient Insurance Balance tab.

  4. For each order you want to apply the payment to, select the check box

  5. Under Select Payment Method, select Credit Card or any of the supported credit card types and enter the payment amount.

    The invoice shows credit card type used, even if you accidentally select the wrong credit card type.

  6. Click Authorize.
  7. If you have more than one device, the Select Device window opens. Select the device and click Proceed.

    A message appears, indicating the terminal is ready.


    If multiple users simultaneously select the same device to process payments, the payment transactions may fail.

  8. Follow the prompts on the terminal. When the credit card authorization is complete, the Authorization Complete message appears in Encompass.
  9. Click Close.
  10. If you need to enter another payment method, click + Add one more method and
    • For additional credit cards, repeat steps 5 through 9.
    • For other payment methods, select the payment type and enter the amount.
  11. Once you enter all payments, click Make Payment at the bottom of the screen.

    The payment is applied to the patient's account. The 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 pop-up 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. If the transaction was completed within the past 45 days, the credit card receipt also opens for printing .