

If you selected a Client and would like to save the credit card for future transactions, check the box for Save credit card.

Enter the Card Holder and Payment Information, then click Generate.Entering the client name into this field can result in a duplicate posting of the payment to the client's account. Note: If you are integrated with WebPT and collecting a payment that has already been entered in WebPT, such as a co-pay, then the Client field will typically be left blank. Selecting a client will allow you to post the payment to their session after the payment has been processed. Use the Client field to indicate a client, if applicable.Open the Credit Card Gateway using the icon.If the card is swiped too soon and before the four green lights are activated the transaction will cancel immediately since the card could not be read. When the four green lights light up above the display screen, swipe the card. You will need to place and hold the card at the top of the card cradle for a few seconds to allow the device to recognize the card. Note: If you use the card swipe cradle on the Ingenico Lane/3000 device, the magnetic strip must face the machine at the top of the card cradle.
