PracticeQ Payments - Take Invoice Payment on Card Terminal

Once set up with PracticeQ Payments, create an invoice and take payments on your card terminal.

Please read the following articles before continuing:

• PracticeQ Payments - Set Up a Card Terminal
• PracticeQ Payments - Take Payment on Card Terminal

Create a New Invoice

1. Click the Point of Sale icon on the toolbar. It looks like a credit card.
2. A list of invoices will display; scroll to the bottom and click Create New Invoice.
3. Enter the following:
   
   1. Description
      
   2. Qtd
      
   3. Unit Price
4. Click + Add Item.

View the transaction details by clicking the details link.

Take a Payment from the Invoice 

1. Open a Client Profile and select the Invoices tab OR click Lists → Invoices.
2. Open the invoice you want to take a payment on.
3. Click the Enter Payment button.
4. You will have the options to run a saved card or bank account OR send the charge to the terminal for a card-present transaction.

   

5. Click Terminal.
6. Enter the Charge Amount and click Send to Terminal. 

Note: Make sure the green dot shows in the device dropdown. This means the device is connected.