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

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End User Knowledge Base

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Cards Added

Owned by Desiree Collins (Unlicensed)

Aug 03, 2016

1 min read

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Cards Added Reporting

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

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