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.

• Taking Invoice Payments Using Worldpay
• Taking Miscellaneous Payments Using Worldpay
• Taking Uncovered Insurance Balance Payments Using Worldpay

Taking Invoice Payments Using Worldpay

1. Verify that 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 patient's orders that have been priced and are 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 next to each order to include on the invoice. All the orders are selected by default.
4. Under Select Payment Method, select Credit Card or any of the other credit card types supported by Worldpay 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 device, the Select Device window opens. Select the device and click Proceed.

   A message appears, indicating that the terminal is ready.

   If multiple users select the same device to process payments simultaneously, 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 in step 4, the Payment Method automatically updates to match.

   When the credit card authorization is complete, the Authorization Complete message appears in Eyefinity Practice Management.

   If the amount you entered is more than the amount available on the card, a message displays. You can proceed with the amount available on the card, or 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 perform one of the following:
   • 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 at the bottom of the screen.

    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.

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. The credit card receipt opens for printing along with the invoice if the transaction was completed within the past 45 days.

Taking Miscellaneous Payments Using Worldpay

1. Verify that 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.
   • Select Collection Payment for payments toward an amount in collections.
   • Select N S F Check for a returned check fee.
   • Select Old System Balance for payments towards a balance in your old practice management system.
   • Select Patient Copay for insurance copay amounts.
   • Select 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 other credit card types supported by Worldpay 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 that the terminal is ready.

   If multiple users select the same device to process payments simultaneously, 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 in step 6, the Payment Method automatically updates to match.

   When the credit card authorization is complete, the Authorization Complete message appears in Eyefinity Practice Management.

10. Click Close.
11. If you need to enter another payment method, click + Add one more method and perform one of the following:
    • For additional credit cards, repeat steps 6 through 10.
    • For other payment methods, select the payment type and enter the amount.
12. Once you have entered 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 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, under Balance, click Make Payment.

   The Make Payment screen opens and displays the Invoiced Orders tab.

3. Click the Patient Insurance Balance tab.

4. Select the check box(es) next to the order(s) to apply the payment to.

5. Under Select Payment Method, select Credit Card or any of the other credit card types supported by Worldpay 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 that the terminal is ready.

   If multiple users select the same device to process payments simultaneously, 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 Eyefinity Practice Management.

9. Click Close.
10. If you need to enter another payment method, click + Add one more method and perform one of the following:
    • For additional credit cards, repeat steps 5 through 9.
    • For other payment methods, select the payment type and enter the amount.
11. Once you have entered 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 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.