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How do I set up a payment integration with Covetrus Payments (Powered by Worldpay triPOS Cloud)?

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New Account Setup

Covetrus Payments has partnered with Worldpay to integrate payment processing in Pulse. To get started, you may select one of the following options. 

Setup and Configuration

Browser Best Practices

  • Before enabling the integration, it is recommended to disable 'Autofill' in your browser settings so that the browser does not try to auto-fill information when trying to swipe the credit card info.
  • Refer to your specific browser help to learn how to disable this feature.

Obtain your Worldpay credentials

You will need your Worlpay Account Token, Acceptor ID, and Account ID to set up Pulse payment integration. These credentials can be located in the Self-Service area of the practice iQ portal.

If you need assistance getting these credentials, please contact Pulse support.

 

Integration Setup in Pulse

  • From the main Menu, go to Settings > Billing > Payments.
  • If you are an existing WorldPay merchant switching from the former integration solution, "Use Worldpay Integrated Systems" is selected. Please retain your Text-to-Pay and Pet Portal credentials (e.g. copy them into a notepad) before choosing the new integration. You will need these credentials to complete the new integration setup.
  • Below Payments Accepted, select the option Use Covetrus Payment Processing (WorldPay Integrated Solution).

Enabling this option will generate a new section below to enter account information.

 

 

Enter the Account Token, Acceptor ID, and Account ID in the relevant fields pictured below:

WP Integrated Payments Settings.png

  • Allow for storing of tokenized cards: Enables Pulse to store customer card information (a card token).
    • Worldpay explicitly needs to enable the feature for the checkbox to work.
    • Credentials entered on this screen should not be an account nickname.
      • Error messages along the line of Card declined, and invalid credentials are typically caused by account aliases or nicknames.
  • Allow sending payments to client's device: This allows you to send a payment link to a client via SMS or email. The client will be able to view and pay their invoice, from the payment link, right from their device.
  • Enable Surcharge: The surcharge feature allows practices to pass on the credit card processing fee to pet owners. When this option is enabled, a calculated payment processing fee is added to the total invoice cost. Pet owners can review the surcharge amount and decline the fee from payment devices. The Practice can waive the surcharge fee during checkout by unselecting the "Include surcharge" option. Credit card surcharges may be restricted or prohibited in some states. Before enabling this feature, please consult with legal counsel to review the relevant laws in your state to ensure compliance.
  • Display detailed receipts in invoice: When enabled, all detailed receipt data will display on the Invoice > Payment section.  When disabled, detailed receipt data will be hidden in the payment section of the invoice, except for card and amount paid, surcharge paid, total paid and the last four digits of credit card.

 

Hardware Devices

The Ingenico devices listed below are supported by Covetrus Payment Processing.

Lane 5000-wireless.png

Move 5000

A wireless device that requires access to the practice's wi-fi through a series of steps.
Lane 7000-wireless.png

Link 2500

A wireless device that requires access to the practice's wi-fi through a series of steps.
Lane 3600.png

Lane 3600

This is a landline device plugged in with a network cable. It is ready after the activation code appears. 
Lane 7000.png

Lane 7000

This is a landline device plugged in with a network cable. It is ready after the activation code appears.

 

Landline Devices (Lane 3600 and Lane 7000):

The power supply connecter plug must go into one end of the PinPad cable next to the ethernet cable.

 

Setup Wi-Fi Device (Move 5000 and Link 2500)

The device used in the steps below will be for the Ingenico Move/5000.

  • Once the Wi-Fi device is on, press 0 0 0 1 to access the ADMIN MENU.
  • From the ADMIN MENU, select 3-WIFI Parameters.
  • Select Scan Networks.
  • Select your access point's SSID from the provided list.
  • Enter your network's Wi-Fi password then press the green Enter key.
  • Restart the device by pressing the yellow button and the # key.
  • After restarting your device, the Activation Code needed for the next step will be displayed.
  • You are now ready to setup Pulse Covetrus Integrated Payment Processing.

 

Enable Pulse Payment Processing

  • In Pulse, go to Menu > Settings > Billing > Payments.
  • Scroll down to the bottom of the page, locate WorldPay Payment Terminals and click on Add New Payment Terminal. This will display Add Payment Terminal.

Add Payment Terminal.png

  • Enter the Terminal ID, Name, and Activation Code.

Terminal ID – One Terminal ID can be used per merchant location. If the merchant wants separate batch settlements by workstation, you can assign a unique Terminal ID for each.

This can be any number, e.g., 1 or 99. We recommend using the same terminal ID for all devices, so all your transactions are in one batch settlement.

Name – Give your device a name to identify the device used when processing payment. This name will appear for selection at check out. Example: “Front Desk”, “Exam Room”, or any nickname you wish. Best practice for wireless devices: Label your device to avoid confusion.

Activation Code – Enter the code shown on your device.

  • The image below shows how the devices added will appear under WorldPay Integrated Payment Settings.

WP list of terminals.png

  • Click Save. It will take one to two minutes for the system to sync the devices. The device will reboot, and the device will show "triPOS" on the screen. You are now ready to test your first transaction. 
  • To remove a terminal, select Delete from the row of the terminal you wish to remove.

WP Terminals-Delete.png

 

Covetrus Implementations and Setup

For assistance setting up Covetrus Payments (WorldPay) integration, contact our Covetrus Implementation team.

 

Testing the Payment Integration

It is recommended you use a test client and patient for the following steps.

  • Select the test patient.
  • From the Medical Records Quick Links, click Check Out.
  • You can enter an Amount of .01 for this test transaction.
  • Under Payments, select the device from the Terminal drop-down list.

Payments - terminal select.png

  • If the option had been enabled to store cards, you can check the box to Store this client's card for future payments.
  • If you want to be able to enter the card number manually, check the box for Key Card in Manually?. If this option is not checked, the only way to process the card is to insert or tap the card on the device.
  • Click Process Payment.
  • The device will show the prompt Insert, Tap, Slide the card, and the Amount.
  • After the payment has been processed, the payment will be posted in Pulse.

 

Void the Test Payment

You can VOID the payment by going to View History.

  • Return to the client record.
  • Under Account Balance, click on View History.

View History.png

  • Locate the "test" transaction.
  • Click on the Void Payment link.
  • From the screen, Voiding a Payment, click on Void and Refund.

Void and Refund.png

  • On the Void Comments screen, enter a reason for the void. 
  • Click Void.
  • After a few seconds, the receipt will show "Voided" in red.

 

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