Help

Learn how to use emilyPay POS (point of sale) terminals for your customer transactions to limit human error and make for a more seamless experience for your staff.

Step 1

Take A Customer Payment After Terminals have been Setup.

See this help page to setup your terminals.

• Go to the patients Invoice Tab
• Select the Invoice to pay
• Click on the “Pay” button (outlined in red in image below)

Step 2:

• After the pay button has been clicked, a modal will open on top of the invoice. (see image below)
• Select a Payment Method from the dropdown list. You will see a list of payment methods including your terminals based on the name you gave them in the setup phase. Your customer can pay with as many payment types as they wish until the invoice has been fully paid.
• Once you have selected the payment method(an emilyPAY POS terminal in this case), enter the amount the customer wants to pay. You can click the down arrow beside the “Balance Owed” to automatically add the full amount to the current payment row.
• When you are ready to take payment, click the “PAY” button on that row.
• This will push the payment amount to the terminal you have selected and the customer will be asked to make a payment on the terminal with their card.
• After payment has been made by the customer, the payment modal will automatically update with the payment type (visa, mc, amex, debit etc…)
• Once the invoice has been fully paid, click the Done button or click the Email button to email the invoice to the patient or the Print button to output the invoice to a local printer on your network.
• That’s it!