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End User Knowledge Base

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ACH - Debit Block
ACH Transaction Flow
Add a Recurring Payment
Add an ACH account
Add New Users, Office Manager Setup
Add, Edit, or Delete a Tag
Adding a Credit Card or ACH Account & Running Payments
Additional Graphs
An application error has occurred
Cards Added
Clearing browsing data in Google Chrome
Create a Contact (non-integrated application)
Declined Recurring & Nightly Email
Delete a Recurring Payment
Edit a Recurring Payment (Place on hold, skip a payment, edit run dates)
Edit Recurring Careplans
Expiring Accounts
How do I login? Create/Reset Your Password or Unlock Your Account
How to Access a Contact
How to Deactivate / Re-Activate a User
How to Edit or Delete a Contact
How to Process a Refund
How to Run a One-Time Transaction for a Contact
How to Setup Chrome or Firefox as your Default Browser in Windows 10
How-to articles
I haven't received my nightly reports
I need help registering my account!
KB Article listing
Manually Close a Batch
Multi Merchant/Multi Deposit
Nightly Emails - Declined Recurrings
Overview
Pax Terminal "error lookup firmwareentry"
Payer name on check is the insurance company
Process a Refund using the Virtual Terminal
Recent Transactions, Receipts, Voids, & Refunds
Recurring Change Log
Recurring Declines
Recurrings
Reports
Run a Sale in Virtual Terminal
Setting the Date and Time on the PAX S80
Setting up Chrome or Firefox as your Default Browser
Setting User Preferences
Setup a New User
Setup Patient Profile (Stand Alone System)
Setup Topaz Signature Pad
Signature Pad- Supported Models
Store a Credit Card
Swipe Only Demo

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Cards Added

Cards Added

Owned by Desiree Collins (Unlicensed)

Aug 03, 2016

Cards Added Reporting

Quickly see what cards are being stored with additional filters for Date, Name, Card Type, etc.

, multiple selections available,

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