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Using a Credit Card Integration

  • Updated

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Processing Credit Card Payments

We have credit card integrations with Worldpay.  See the Related Articles section at the bottom of the page for details on initial accounts setup for each integration.

 

 

Payment Type Configuration

  • Once an integration is configured, we will attempt to process any payment with the Payment Type of Credit Card.
  • To review configured payment types, select Settings from the left navigation bar, Billing, and Payments. 

 

Processing a Credit Card with a Card Present

  • Once you are on the Make Payment or Checkout screen choose your credit card payment type. This changes the prompt depending on your integration settings.
  • Select the correct terminal, click Process Payment, and follow the directions on the terminal to process the transaction.

 

Processing without Card Present

triPOS Terminal

  • Navigate to the Make Payment or Checkout screen.
  • Choose the payment type
  • Choose the correct terminal
  • Select Key Card in Manually  and click Process Payment

Debit Cards

The debit payment is supported for card-present transactions. Specifically, the debit payment will be denied if KeyCard In Manually is selected.

For cards that support debit and credit payments, the POS device will display options.

Please note that debit transactions are supported with the latest WP integration (triPOS Cloud). The Dejavoo terminal does not support debit payments.

 

Dejavoo Terminal

  • Navigate to the Make Payment or Checkout screen.
  • Choose the payment type
  • Choose the correct terminal
  • Process Payment
  • The selected terminal will prompt you to swipe the card. Instead, enter all the information manually using the keypad and complete the transaction.

Entering Payments Processed Outside of the Integration

  • In order to enter payments that were processed outside of the integration, see the image below and select "yes" to the Skip credit card processing option.
  • This will log the transaction in the system for reporting, but won't charge the client or process the payment electronically.

 

Partial Payment (Debit Card)

When a debit card is used for payment and does not have enough funds to cover the entire payment amount, a partial payment will be applied to the invoice. 

A client alert dialog will appear after the payment completion to notify the client has an account balance.

 

Pulse Invoice

Credit and debit Integrated Payment information is included in the Pulse invoice/receipt.

The Pulse integrated payment solution with the Worldpay triPOS cloud offers a streamlined, paperless solution. Should you require printed payment transaction receipts, the Pulse receipts conveniently reside within the Client payment history section for easy access and printing.

 

Receipt printing (August 2024 release)

Customers can choose to print receipts from supported triPOS devices to capture pet parents' signatures. This feature allows practices to enable printing at device level, making it customizable for each practice. Having signatures on file helps practices prepare for the charge back and also provides peace of mind.

Supported devices are MOVE5000 and LANE7000

Setup

  1. From Pulse, Navigate to Payment settings (Settings -> Billing-> Payments)
  2. Scroll down to the bottom of the page, locate WorldPay Payment Terminals
  3. Select Edit icon next to the device you wish to setup printing
  4. Select Print receipt on device option, select Save.

 

Printing after payments

  1. After successful payments, devices will print two copies of the receipt (customer and merchant). If the device does not support printing, nothing will print.

 

On-demand printing

From Payment History, locate the Receipt and select the Reprint receipt link next to Payment.

Confirm printing

 

End-of-day Settlement

The settlement of your integrated payment transactions begins automatically daily at the end of the day. The time of batch closing depends on the funding scheduled setup for your account. 

 

Standard Funding: Funds are electronically settled within two business days after the batch is closed.

 

Next-Day Funding: Merchants are to receive their funds the day after the business date.

Please reach out to Pulse Support if you would like to change your funding schedule.

The WorldPay end-of-day report is available for your end-of-day reconciliation. Visit the link below for more information  https://support.evetpractice.com/hc/en-us/articles/10147644303003-How-do-I-access-Worldpay-reports-in-AccessmyIQ

 

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