PayConnect Setup

See Credit Cards, PayConnect.

Set up PayConnect to process credit and debit card transactions. To set up different credentials for Clinics using different merchant accounts, see PayConnect Setup for Clinics.

  1. Open the PayConnect Setup window. There are three options:
    • In the Main Menu, click Setup, Program Links, PayConnect from dentalxchange.com.
    • On the Payment window, right-click on PayConnect, Settings.
    • (first credit card transaction) On the Payment Window, click PayConnect.
  2. Check the Enabled box.
  3. Select the default Payment Type for PayConnect transactions. Customize options in Definitions: Payment Types.
  4. Select the Default Processing Method: Web Service or Terminal.
  5. Enter the Username and Password supplied by PayConnect.
    Note: This password is typically the same as the password for ClaimConnect if you are using that service.
  6. To use a credit card terminal for EMV transactions, check Enable terminal processing. The Download Driver button will display. Click to download and install the terminal driver (VeriFoneUSBUARTDriver_Vx_1.0.0.52_B5.zip). An internet connection is required. Once the driver is installed, contact PayConnect for additional setup instructions.
  7. Recurring charge list force duplicates by default: By default, duplicate charges to the same card, on the same day, for the same amount will be denied. This is to prevent accidentally charging a card twice. Check to allow duplicate charges on the same card by default. Used if family members have CC Recurring Charges setup on the same credit card.
  8. Prevent saving new cards: Uncheck to allow users to process new transactions or save new payment information to a patient's account. Check to prevent users from processing new transactions or saving new payment information.
  9. Click OK.

To set whether or not new credit and debit cards are saved to a patient's account after each transaction, see Account Module Preferences, Automatically store credit card tokens.