Interactive walkthroughs

Find a payment workflow

17 walkthroughs
Preview walkthrough
DentalCard Not PresentSurcharge

Open Dental

Payment · Card Not Present

Take a card-not-present payment with a service fee and post the PM Amount back to the Open Dental Account.

Preview walkthrough
DentalCard Not PresentSurcharge

Dentrix

Payment · Card Not Present

Take a card-not-present payment with a service fee and post the PM Amount back to the Dentrix Ledger.

Preview walkthrough
DentalCard PresentSurcharge

Dentrix

Payment · Card Present

Take an in-office terminal payment with a service fee and post the payment back to the Dentrix Ledger.

Preview walkthrough
DentalCard PresentNo surcharge

Eaglesoft

Payment · Card Present

Take an in-office terminal payment and post it back to the Eaglesoft Account ledger.

Preview walkthrough
DentalCard Not PresentNo surcharge

Eaglesoft

Payment · Card Not Present

Take a card-not-present payment and post it back to the Eaglesoft Account ledger.

Preview walkthrough
DentalCard PresentSurcharge

Eaglesoft

Payment · Card Present

Take an in-office terminal payment with a service fee and post the PM Amount back to the Eaglesoft Account ledger.

Preview walkthrough
DentalCard Not PresentSurcharge

Eaglesoft

Payment · Card Not Present

Take a card-not-present payment with a service fee and post the PM Amount back to the Eaglesoft Account ledger.

Preview walkthrough
DentalCard PresentSurcharge

Open Dental

Payment · Card Present

Take an in-office terminal payment with a service fee and post the PM Amount back to the Open Dental Account.

Preview walkthrough
DentalCard Not PresentNo surcharge

Open Dental

Payment · Card Not Present

Take a card-not-present payment without a service fee and post it back to the Open Dental Account.

Preview walkthrough
MarineParts Order · Card PresentNo surcharge

BIT Dealer Management Software

Payment · Parts Order · Card Present

Take a card-present payment for a marine Parts invoice and return the approved $1.08 tax-inclusive payment to BIT.

Preview walkthrough
MarineService Order · Card PresentNo surcharge

BIT Dealer Management Software

Payment · Service Order · Card Present

Close a marine Service Order, take the approved $1.08 card-present payment with no surcharge, and return it to BIT.

Preview walkthrough
MarineService Order · Card PresentSurcharge

BIT Dealer Management Software

Payment · Service Order · Card Present

Close a marine Service Order, take a $1.00 card-present payment with a $0.03 surcharge ($1.03 total), and return it to BIT.

Preview walkthrough
MarineService Order · Card Not PresentNo surcharge

BIT Dealer Management Software

Payment · Service Order · Card Not Present

Close a marine Service Order, enter a $1.00 card-not-present payment with no surcharge, and return the approved payment to BIT.

Preview walkthrough
MarineService Order · Card Not PresentSurcharge

BIT Dealer Management Software

Payment · Service Order · Card Not Present

Close a marine Service Order, enter a $1.00 card-not-present payment with a $0.03 surcharge ($1.03 total), and return it to BIT.