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Payments
Payments & Processing
PayStack Windows Application Overview
Understanding the layout, modules, and how to navigate PayStack
Take an In-Office Payment
Process an in-office payment and confirm it posts back to the PMS.
Take a Payment by Phone (Card Not Present)
Take a payment by phone and confirm it syncs back to your PMS.
Set Up Recurring Payments
Create a payment plan and confirm future charges post back to the PMS.
Manage Payments and Transactions
Use the Payment Report to find, review, and take action on transactions.
Understanding Service Fees (Surcharge Program)
Explain when service fees apply and how they show up in totals and refunds.
Save a Card on File (Vaulting Cards)
Save a card for future payments and update it when patient details change.
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