Taking payment with your Clearent desktop card reader
Taking payment with your Clearent desktop card reader
Taking payment with your Clearent desktop card reader
After creating an invoice inside of the Aesthetic Record app, select "Mark Frontdesk Checkout" from the "Options" menu. Then, head to your desktop. Follow these steps once you're inside of your web browser Aesthetic Record account:
Click on the Sales tab
Click on "Desktop Terminal"
After locating the invoice, click "checkout"
Click the "Reader" button
Click "Click here to begin reading card"
Either insert, swipe, or tap your client's card.
Ask for your clients' Zip Code
Click "Charge"
If you'd like to add a signature pad you can purchase one with a third party retailer. Here's how it would work!
Checking a Patient Out from the Computer Checkout process. Important Note: In order to use the Desktop Terminal, the invoice will need to be created from the Aesthetic Record app. The invoice will need to be marked as a front desk checkout to be ...
Connect Stripe Card Reader Once you get your card reader, read over this article to connect it Make sure that the serial number is attached under the POS tab, do so by going to settings, POS, pos settings, card readers Turn the reader on Get your ...
Use this method to take a payment from a patient's procedure, without a procedure, or for a balance via app If POS is enabled on your AR account, you can take a card (with or without a card reader) or cash payment from a patient via the AR app. In ...
Add or change credit card information in the profile for future checkouts and cancellation fees application. Important Note: You must set up your account to accept payments before using this feature. If you haven't done so, please learn how to do it ...
How To Use Clearent Virtual Terminal and Desktop Card Readers Don't have Clearent? Click Here to inquire on how to activate this in your account! A. Setting up the Clearent Virtual Terminal After being approved to process with Clearent, you should ...