X-Charge  

X-Charge 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 X-Charge button to launch the separate X-Charge program. If X-Charge is not yet installed, then you will see this.

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

See http://www.open-dentx.com

To start using X-Charge, first install the X-Charge client program using the installer that they provide.  Then, in this window, check Enabled, verify the installation path, and select the payment type for credit cards.

Adding a Card
Credit cards can now be safely stored within Open Dental as tokens. Tokens will show as masked numbers within Open Dental. To start using the token feature, open the Module Setup window, click on the Account tab and make sure “Allow storing credit card numbers (this is a security risk)” is not checked and that “Automatically store X-Charge Tokens” is checked.

Now any charges made with X-Charge will store the credit card information as a token and will be automatically added to the list of credit cards in the Credit Card Manage window for future use.

Adding a Card Without Charging it
The Add button on the Credit Card Manage window will typically open a Credit Card Edit window where you can enter card information. However when using tokens, X-Charge will launch a special window that will create a token without having to charge the card first.

Credit Card Information
Credit card information can be edited within the Credit Card Edit window. Credit cards will use the address on file within the Patient Information window unless a different address is specified within the Credit Card Edit window. Tokens will only save the card number and expiration date automatically; other information will need to be manually entered.

One-time Transaction
If you are using tokens and want to make a one-time transaction on a card without having the token saved, click the X-Charge button within the Payment window.

Uncheck the “Save Token” box at the bottom and the credit card information will not be stored after charging the card.

Never Store Tokens
If you require the card to be present during all transactions and don't want to automatically store any credit card information, simply open the Module Setup window and uncheck “Automatically store X-Charge Tokens” located within the Account tab. 

Returns
To make a return, click the Payment button in the Account module.  Enter the amount you wish to return to the credit card, ex: -34.00. If using tokens be sure to select the card the return will be applied to in the Credit Cards drop down. Press the X-Charge button and select Return from the Transaction Types window.

Click OK. If you are using tokens, X-Charge will automatically start and apply the return to the card. If you are not using the token feature, you will see this X-Charge window which you will have to fill out.

If the return was successful, click OK in the Payment window and the return will get applied to the patient's account.

Voids
Double click on the payment in the Account module that you wish to void. Press the X-Charge button and select Void from the Transaction Types window.

This special X-Charge void window will show.

Click the search button to locate the corresponding payment that needs to be voided.

Click OK. If the transaction was successfully voided this pop up will show.

Click Yes to remove the payment so that the account balance reflects the voided payment correctly.

Partial Approvals
When charging a card with X-Charge and the card does not contain enough funds to cover the current transaction, you will be notified that the amount you planned on charging was not what X-Charge charged and it will let you know how much additional funds are required. You should click OK to make the amounts match so that Open Dental does not reflect the patient having paid more than what X-Charge actually charged the card.

Recurring Charges
X-Charge can be used with the Recurring Charges feature. Follow the steps on that page in order to get started using recurring charges.

Hardware
X-Charge will provide you with details on how to obtain a card swiper.  Receipt printing is possible from the X-Charge program using a Dymo label printer with a continuous roll of paper.  It can sometimes take some effort to set up the printer properly, and they can help you with that.  The other alternative is to have the patient sign the top portion of a statement that you print out from Open Dental onto regular paper.

Also, see the Tutorial.

Troubleshooting
Sometimes, an office will have trouble with the X-Charge bridge.  After the X-Charge window is closed, the wrong information goes into the Payment window in Open Dental. For example patient A paid $200 using x-charge and when going to patient B account to make a $150 patient payment it shows patient A's $200 payment. NOTE: The CORRECT amount is posting to the accounts, the TEXTUAL information coming back is from the PREVIOUS transaction. DO NOT re-run cards without looking in the xcharge reports. This is happening because of a problem with the text file used in the bridge.  The text file is locate in the same place as the Program Path in the window above, also accessible in Program Links.  The typical path to the text file is:
C:\Program Files\X-Charge\XResult.txt

Look for that file. 

1. IF the customer is using the new version of xcharge (requires a username and password) delete the information in the XResult.txt but not the file itself. Otherwise OD will not be able to re-create this .txt file the next time it is run.

2. IF the customer is using an older version of xcharge that does not require a username and password, then the file may be deleted.  Make sure that the user has full security access to the folder that the file is in.  This will be trickier on Vista or Windows7.  See the Vista/Win7 page for hints on folder security.