Pay Connect  

PayConnect is one of two Credit Card processing programs that is integrated into the Payment window. You would typically enter the payment amount, and then click the PayConnect button. If PayConnect is not yet set up, then you will see this.

You can also get back to this window after you start using PayConnect by right clicking on the PayConnect button.

Once set up, the button will bring up this window

Before swiping the card, make sure that the cursor is in the Card Number box.  Swipe the card, fill the amount, and click OK.  Open Dental will communicate directly with the PayConnect server to process the card.

The Pay Connect types and purposes are as follows:
Sale - A standard credit card charge.
Auth - To ensure that there are proper funds before posting a sale.
Void - To reverse a sale soon after (same day) it was made.
Return - To reverse a sale one or more days after it was made.

To VOID/RETURN a sale: open the payment that you would like to reverse. Find the ref number in the note and write it down along with the sale amount. Cancel out and then create a new payment. Type the sale amount and click the Pay Connect button. Click the appropriate ratio button for VOID or RETURN, type in the ref number, then fill in the remaining boxes with the same information from the original sale (Pay Connect needs this for verification purposes). After clicking OK, the status of the transaction will be placed into the new payment note and the amount will be automatically negated. The purpose of having two different payments is to show the patient that there was a charge and to also show the return separately.