Accept Payment — take a card payment

Charge a patient's invoice on a connected card terminal. (Setting a terminal up is a
one-time job — see Accept Payment — connect a card terminal.)

Take the payment

1. Open the patient's invoice.
2. Go to the Payment Method tab.
3. Pick the card brand (Visa / MC, Amex, …) and enter the amount.
4. Press Pay and choose Terminal.
5. Pick the terminal — your default terminal is already selected — and confirm.

1. The amount goes to the device. Hand it to the customer to tap, dip, or swipe.
2. Keep the screen open — it waits for the terminal (this can take up to a couple of
   minutes). When the card is approved:
   • the invoice balance updates automatically,
   • the payment appears in the invoice's payment history with the card type and last-4.

If the card is declined or the terminal times out, you'll see why — just try again.

Refunds & voids

• Void — cancel a charge from today that hasn't settled yet.
• Refund — return money for a charge that has already settled. If a void is no
  longer possible, SightHub tells you to use Refund instead.

If a payment won't go through

• Nothing happens / "gateway not set" — the store's payment gateway isn't switched
  on yet; ask your admin (see the connect guide).
• Terminal offline — make sure the device is on and connected, then retry.
• No terminal to pick — the terminal may be inactive or not connected yet — see
  Accept Payment — connect a card terminal.