Check the Enabled box.
Select the default Payment Type for PayConnect transactions. Customize options in Definitions: Payment Types. To select a different type for CC Recurring Charges transactions, see Account Module Preferences, Payment type for recurring charges.
Select the Default Processing Method: Web Service or Terminal.
Enter the Username and Password supplied by PayConnect.
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_22.214.171.124_B5.zip). An internet connection is required. Once the driver is installed, contact PayConnect for additional setup instructions.
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 recurring charges setup on the same credit card.
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.
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.