You can view the details of a credit card payment (in-office or online) that was posted using Dentrix Ascend Pay. You can also view the details of a voided or refunded amount that corresponds to the payment.
To view a credit card payment
How to get there
If you are not already viewing the correct location, select it on the Location menu.
On the User menu, click (or tap) Online Payments.
The Inbox page opens with the Online Payments tab selected.
How to get there
If the correct patient is not already selected, use the Patient Search box to access the patient's record.
Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Ledger box.
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
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Do one of the following:
On the Online Payments tab of a location's Inbox page, click (or tap) an online payment.
Note: To quickly print a receipt for an online credit card payment in the inbox, click (or tap) the payment's paperclip icon
in the Att column. The receipt appears in a new browser tab or window so you can print it or download it as a .pdf file.-
On a patient's Ledger page, click (or tap) a credit card payment.
The Edit Payment dialog box (or View Payment dialog box) appears.
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If the credit card payment has been voided or refunded, to view the offsetting charge adjustment that corresponds to this payment, click (or tap) the See details here link (in the lower-right corner under the text "This transaction has been voided" or "This transaction has been refunded").
Note: You can also access the void or refund transaction by clicking (or tapping) the corresponding "Credit Card Void" or "Credit Card Refund" adjustment on the patient's ledger.
The Edit Charge Adjustment dialog box appears.
Note: You can click (or tap) the See related credit card payment details link to return to the corresponding payment details.
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