Question: How do I process payments if I'm not using an integrated payment partner?
Answer: When setting up an account with a credit card payment partner, you can chose to work with any company you'd like. eVetPractice offers a direct integration with Blufin, Worldpay, and Gravity Payments, but you may already have a relationship with another company, or want to set up with another payment partner for other reasons.
When you set up an account with a credit card processing company they will either provide you with a card reader or point you towards supported terminals you can buy. Typically these readers will connect via USB to your computer or via a wireless connection to your network. Once the terminal is set up (the credit card company can help you with any questions you may have during this process) you're ready to get set up within evet.
Payment Type Configuration
To add, edit, or delete payment types within evet you will go to your Practice Settings -> Payments -> Payments Accepted. You'll want to be sure you have at least one Credit Card type payment available. Some clinics like to have one payment type for all credit card transactions, but most prefer to separate out the different card types they accept (visa, mastercard, discover, etc) so they can audit transactions easily. You can find more information on setting up payment types here How do we add a new or edit an existing payment type?
With your card terminal(s) and payment types set up, you're ready to process payments with evet.
When you get to the checkout screen for a client and select a credit card type payment, you will be prompted to enter the last 4 digits of the clients card, this is so you can keep track of what card was used to make what payments if the need arises. You are not required to enter information here and can process the payment in evet without the last 4 of the card entered. This can always be added later by editing the receipt in the client payment history.
Once you've entered the client card information you can click Process Payment and evet will record the transaction, this will NOT charge the clients card. The next step will be to enter the transaction information into the card terminal and swipe the client card, this is the action needed to charge the clients card.
When using a non-integrated payment partner you can think of evet as your book keeper, it will make a record of the transaction with date, time, payment type, and other important details. The processing of the payment is handled outside of evet on the credit card terminal you have set up.