Taking In-Person Payments (Card Present)
How to process in-person payments using a connected card terminal.
What This Does
Process a payment using a physical card terminal connected to PayStack.
Before You Begin
- You must be logged into the PayStack Windows Application.
- A terminal must be configured for your office.
- If integrated, patient information may auto-fill.
- A chart number is required.
If you need installation help or additional workstations, contact your ISO Partner.
Step 1: Select the Patient
On the Pay screen (Card Present tab):
If integrated:
- Patient and chart number may auto-fill.
- Click the trash icon to clear and select a different patient if needed.
If standalone:
- Select the patient manually.
- You can type the name or chart number.
- A chart number is required (especially if vaulting cards).
Step 2: Enter the Amount
Enter the payment amount in the Amount field.
Confirm it matches your practice management or POS system.
Step 3: Select a Terminal
Choose a terminal from the Terminal dropdown.
- You must select a terminal before processing.
- If not selected, you will see a red error highlight.
- The system remembers your selected terminal while logged in.
- Offices may have multiple IP-based terminals.
Step 4: (Optional) Add a Memo
Enter a note in the Memo / Note field (up to 100 characters).
Step 5: (Optional) Vault the Card
Toggle Vault Card to “Yes” to securely store the card for future use.
- Required for recurring payments.
- Optional for standard payments.
- Availability depends on user permissions.
Step 6: Click Pay
Click Pay.
The system will:
- Send the payment request to the selected terminal.
- Display a processing screen.
- Wait for confirmation.
After Approval
If approved, you will see:
- A reference number
- Options to email, text, or print a receipt
If your system supports automatic post back, the payment will post automatically.
If enabled, the success screen may be skipped to speed up posting.
If the Payment Fails
You may see an error due to:
- Terminal connection issues
- Missing information
- Card decline
If problems continue, contact your ISO Partner.