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User manual V3.6.1

1. n M M Development Summary of summaries Ready NUM Reading Reports Report Page Layout All reports have a similar layout which consists of Header Data and Footer 1 Header The header on each report gives you the Report Info Criteria amp l Microsoft Excel Viewer SummaryOfSummeries 1 20110509072128 83 File Edit View Window Submission p For Development Header Date Range From 2011 05 06 C ash flow management Solved LLL To 2011 05 06 9 Tab Summary isl bad td ud b had n e Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 2 Data he data is the information of the transactions done 10 Totals J Paid 11 Pamen Type tran Amount_ _feex___ _Neft Amount Ten Amount_ Fees MettAmount Fees nest Amount _ 12 Card Master Card 2 000 00 22 80 1 977 20 2 000 00 22 80 1 977 20 13 Cash Cash 3 6 15 0 00 6 15 6 15 0 00 6 15 0 00 0 00 0 00 Data 14 Cash Cheque 1 1 00 0 00 1 00 1 00 0 00 1 00 0 00 0 00 0 00 4 15 2 007 15 22 80 1 984 35 7 15 0 00 7 15 2 000 00 22 80 1 977 20 16 17 Card 1 2 000 00 22 80 1 977 20 0 00 0 00 0 00 2 000 00 22 80 1 977 20 18 Cash E 7 15 0 00 7 15 7 15 0 00 7 15 0 00 0 00 0 00 19 Footer The footer describes the report type the filename date time Nexion Helpde
2. Copyright Nexion SA Pty User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 4 Select the transaction to be reprinted Tt te co om m Search for Date YYYYMMDD Nx Ref Amourt Tom Ref Mem Ref Tom Type Card number ime HHMMSS Nx Ref Amount Tran Ref 1 00000 005921 2 00000 DEB 1245 005922 20000 test manuel Mem Ref Trxn Type Card number EEMMSS fail 5221 102642 B SMITE card 221 103025 Bronwyn card 5221 105627 005923 75000 5921 DEB 1245 test pre auth B SMITH Bronwyn card 221 105753 005324 43000 acb 6279 7 105938 005926 15000 card card 221 113452 005927 2 50000 cheque cash 9999 9955 113530 005928 70000 t cash cash 9999 9958 113606 005929 60000 EFT 9999 9955 113539 005930 13000 5828 test cash REFUND BALAN b B SMITE 9999 9999 115556 005331 5000 5522 test manual TEST AMOU Bronwyn B 9999 9985 120047 005932 40000 TEST REFUND 221 9111 120322 005333 40000 5532 TZST TEST REFUND REFUND 5221 9111 120510 005934 50000 OBT PRE 5221 9111 121130 367847 50000 3713 1000 142618 363476 20000 Test Pre Auth Amex Bronwyn 3713 1000 164435 368477 2000 test amex swipe Bronwyn 3713 1000 164635 368473 2000 test amex CNP Bronwyn 3713 1000 164846 368481 5000 368476 Test Pre Auth Amex t Bronwyn Amex Bronwyn 3713 1000 165010 363486 1550 368481 368476 Test Pre Aut Bronwyn Amex Bronwyn CNP 371 1000 165518 363492 1000 test visa chip
3. 2 Choose a licensee from the drop down box for whom the pre authorization is being obtained If only one merchant is registered at your site the dropdown will default to the correct merchant Payment N J Transaction Ret Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 3 Type in the amount of the pre authorization to be obtained Transaction Rett ma 4 Type in the Transaction Ref This can be an invoice or file number LAS emt nexion Payment Soluthons Transaction Ref DEB 01820 5 Type in the Member Ref This can be your client s name Version 3 6 1 These references will allow you to identify the transaction on your reports and reprint receipts Payment Goluthons Transaction Ref 01820 Copyright Nexion SA Pty User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 6 Select Obtain Pre Auth BY mr Payment Golwthons N J Transaction Ref DEB 01820 Master Card 8 Enter the card details as indicated and tick the box that says Card imprint obtained nxAgent version 3 5 0 3 5221 1231 2321 2211 Expiry Date 05 13 CVWV2 9 Select lt OK gt to process transaction Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solution
4. The default setting for the Password is nexion lower case please personalise it immediately to a password only you know Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 4 Type in your password Nexion User Login Please Note When an incorrect password is typed Nexion will display the following message 5 Select the OK You will return to the User Login screen Select your username and Re enter your password Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 6 After you have successfully logged into Nexion the main menu will be displayed 5 Standalone 3 5 0 2 File Tasks Settings PN Menu Options m x i Process Standalone Transaction Payment Solutions Obtain Pre authorization Generate Reports Register Stop Order Party Setting up Nexion Tabs on the Main menu screen are used to set up and maintain your Nexion experience On the top bar of the screen File Tab Select File drop down to check for new software updates and to exit the program m Sy Standalone 3 5 0 2 Tasks Tab Select Tasks to A View Debit order party details B User Maintenance and C Report subscriptions Standalone 3 5 0 2 File Tasks Settings Member maintenance p User maintenance n Report Subscriptions Copy
5. nexion Payment Solutions for Service Providers Nexion Stand Alone User Manual Version 3 6 1 14 July 2011 User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 TABLE OF CONTENTS CHAPTER 1 INTRODUCTION CHAPTER 2 GETTING STARTED STARTING THE PROGRAM SETTING UP NEXION CHANGING YOUR PASSWORD SETTINGS RECEIPT SETTINGS CASH DRAWER SETTINGS PRINTER SETTINGS NAVIGATING THE SYSTEM CHAPTER 3 PROCESSING CREDIT amp DEBIT CARD TRANSACTIONS CHAPTER 4 PROCESSING CREDIT CARD CARD NOT PRESENT TRANSACTIONS CHAPTER 5 OBTAINING CREDIT CARD PRE AUTHORIZATIONS CHAPTER 6 PROCESSING CREDIT CARD A PRE AUTHORIZATION CHAPTER 7 PROCESSING CASH amp CHEQUE TRANSACTIONS CHAPTER 8 CASH DEPOSIT FUNCTIONALITY CHAPTER 9 PROCESSING EFT amp MEDICAL AID TRANSACTIONS Copyright Nexion SA Pty Ltd Version 3 6 1 12 21 22 24 26 28 30 30 36 36 45 45 50 50 56 56 62 62 68 68 User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 CHAPTER 10 PROCESSING REFUNDS amp REVERSALS CHAPTER 11 REGISTERING A NEW CLIENT FOR DEBIT ORDER TRANSACTIONS CHAPTER 12 PROCESSING DEBIT ORDER TRANSACTIONS CHAPTER 13 PROCESSING EXCEPTIONS CANCELLING A TRANSACTION PRIOR TO RECEIPT BEING PRINTED WHAT TO DO IF YOU HAVE A POWER FAILURE EDIT REQUEST FORM CORRECTING CASH CHEQUE EFT OR MEDICAL AID PAYMENT MANUAL CREDIT
6. Paid 289989998 005387 5387 Paid 9999999999 To 005391 5391 Paid 9999999999 To 005405 5405 Paid 1 To 005406 5406 Paid 9999999999 To 005407 5407 Paid 9999999999 To 005393 lt 5393 gt Paid 0999999999 To 005409 5409 Paid 0999999999 To 005394 5394 Paid 9999999999 To 005395 5395 Paid 0999999999 To 005385 lt 5385 gt Paid 0999999999 To 005386 5386 Paid 9999999999 To 005378 5378 B The receipt may be used to obtain the Nexion Ref i e 534567 ngent wersion 3 5 0 3 Complete Successful Credit Card Transaction Merchant Development 10 Hill StreetPineland DEVBEFOL 2011703704 14 04 46 Derick lard Payment Receipt Tran Ret Mem Ret Nexion Ret 005525 254121 boo000s1 50000002 z gaaaogooi Credit DAFI AAA ACA UK UR 1234 10 00 agree to pay this amount as per my cardholder agreement Cardholder Signature Powered by wor Reprint Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 PROCESSING REFUNDS REFUNDS 1 From the Nexion Main Menu select Process Refund 3 Standalone 3 5 0 2 Tasks Settings 2 The following screen will be displayed type in the Nexion ref for the transaction to be refunded and select search A exion Payment Soltions Ref 5708 Copyright Nexion SA
7. A gt e Menon revolubon eoters meocal Jser manusis Mexion Forms Manas Transscbons and official fores Nedon User Manuals to macztresm User Manuals under the Merchant Access Tab In the User Manuals section find an online user manual separated into easy to use sections Forms under the Merchant Access Tab In the Forms section find downloadable forms in PDF i e Manual Credit Card Stop Order Transaction Manual Credit Refund Forms and Merchant Maintenance Forms Additional Resources under the Merchant Access Tab In the Additional Resources section find user manuals on integrated transactions GoodX Medemass Elixir Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Health Focus Eminance Vericlaim Setting up Nexion Integration under the Merchant Access Tab In the Setting up Nexion section find user manuals on setting up Nexion for integration Training Resources under the Merchant Access Tab In the Training Resources section find a guideline on using Nexion to manage your cash flow Starting the program 1 Double click on the Nexion icon on your desktop Payment Solutions 2 The User Login screen is displayed Nexion User Login Nexion will be pre installed with the users as specified on your application form 3 Select user name from the dropdown list Nexion User Login
8. Mem Ret Ret DEB 01820 J Smith 005954 Authld 005954 00000213 000000 00000001 R R 430 00 Za 22 Powered by Neaxion AN zm 8 Selecting Complete returns the user to the receipt search screen Reprin Receipt Search for Date YYYYMMDD Nx Ref Amourt Ton Ref Mem Ref Tom Type Card number ime HHMMSS YYYYMMDD Nx Ref Amount Tran Ref Mem Ref Trxn Type Card number EEMMSS 20110419 1 00000 fail 5221 6344 102642 20110419 005921 2 00000 DEB 1245 B SMITE card 5221 1465 103025 20110413 005922 20000 test manual Bronwyn card 5221 2142 105627 20110419 005523 75000 5921 DEB 1245 test pre auth B SMITH Bronwyn card 5221 1455 105753 20110419 005924 43000 acb 6279 1207 105938 20110413 005926 15000 test card b card 5221 9111 113452 20110419 005927 2 50000 test cheque b cash 9999 99595 113530 20110419 005928 70000 test cash b cash 9999 9559 113606 20110419 005929 60000 TEST EFT B bank 9999 9959 113535 20110419 005930 13000 5828 test cash REFUND BALAN b B SMITE bank 9999 9999 115556 20110419 005931 5000 5922 test manual TEST AMOU Bronwyn cash 9399 9955 120047 20110418 005932 40000 TEST REFUND card 5221 9111 120322 20110419 005933 40000 5932 TEST TEST REFUND REFUND card 5221 5111 120510 20110413 005934 50000 OBT PRE card 5221 9111 121130 20110419 367847 50000
9. Mexion Ref Format Status Please Note Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Selecting OK returns the user to the search criteria screen 9 An Excel spread sheet report will be displayed on your screen amp l Microsoft Excel Viewer SummaryOfSummeries 1 20110506787057 zs la File Edit View Window Help Submission For Development Date Range From 2011 05 06 To 2011 05 06 Tab Summary Cash flow management Solved Solved Tab Payment Type Qom TrxnAmount _ Fees _ NettAmount TrxnAmount Fees NettAmount Amount Fees NettAmount Cash 3 6 15 0 00 6 15 6 15 0 00 6 15 0 00 0 00 0 00 _13 Cash Cheque 1 1 00 0 00 1 00 1 00 0 00 1 00 0 00 0 00 0 00 7 15 0 00 7 15 7 15 0 00 7 15 0 00 0 00 0 00 ui N 5 A 15 16 1 Cash 4 7 15 0 00 7 15 7 15 0 00 7 15 0 00 0 00 0 00 17 18 Thisreportis Non Editable Legal Phone 0861 NEXION for support http www nexion co za 19 Report Filename SummaryOfSummeries 1 20110506787057 xls Date 2011 05 06 Time 12 10 18 20 21 Development Summary of summaries NUM Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Generating a report using Optional Fields To further filter narrow a specific transaction the followi
10. Nexion Payment Solutions Nexion Call Centre 0861 639466 6 A Pre Auth search screen will be displayed Transaction ID group id Merchant Name Auth ID 9558 5631 5545 5119 5120 5142 5156 5313 5516 5340 5342 5343 4 1 ll ll ll Development Development Development Seah by a0 5516 5340 5342 5343 5344 5345 5517 5454 9 J 1 c c c cl 063584 0432 4 408408 9 6191 7718449 322097 597583 618961 701686 916242 987305 078548 amount 1000 2203 80 21 200 500 2000 200 250 Transaction ID group id Merchant Auth ID amount Development Development Development Development 701686 916242 987305 078548 399387 425082 761456 390494 931906 254342 058146 500 2000 200 250 350 450 200 11 200 1000 2100 PAN 4901432165465498 52211122335566 1232132132132132 1111111111111111 1111111111111111 5221123123121223 4901075903933012 4901123412341234 0123456789012345 490256 894565422 3 044556112556 5221123463415625 0123456 789012345 490256 7894565422 377044556112556 5221123463415625 377001121212121 36604567891233 1111111111111111 1234567891234567 3333333333333333 9221123412311233 36603322116655 Version 3 6 1 Transaction Ref Member Ref Obt pre dc Obt pre dc v test float test Obtaibn pre tst Obtain auth test net exception test pre auth report test amex test
11. These references will allow you to identify the transaction on your reports and reprint receipts Payment Solutions Transaction Ref SAMWU MED Member Ref J Smith Bank Auth Integrated Users start at this point Practice Management System pre populates the screen below for you you MAY have to select which merchant has to be credited 5 Select Process EFT to Bank Acc fexion Payment Goluthons J Transaction Ref SCAMWU MED Member Ref J Smith Bank Auth Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 6 Select Medical Aid or EFT from the drop down list nxAgent version 3 5 0 3 Please select the type of cash payment below 7 Select Continue to process the transaction nxAgent version 3 5 0 3 Please select the type of cash payment below Version 3 6 1 8 Two receipts will automatically be printed to your default printer Receipt settings see chapter 14 NOTE if the receipt indicates DECLINED the transaction did not complete successfully For explanation of decline codes see Chapter 17 Successful EFT Transaction Merchant Development 10 Mili StreetPineland License DEVREFOL Date 2011 03 14 15 35 55 Username nexion EFT Receipt Mem Ref J Smith Tran Ret SAMWU MED Trans ID 005602 AuthId 005602 Merchant ID 000002190000002 Termi
12. Version 3 6 1 128 129 135 135 135 136 136 139 139 140 141 142 143 User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Chapter 1 Introduction Welcome to the Nexion Cash Flow Management Solution Nexion is a specialist South African technology company that develops cash flow management software for small companies such as medical practices By automating and eliminating the complex manual receipting and reporting processes Nexion delivers payment solutions and complete cash flow management systems For the price of a credit card facility medical practices and practitioners are able to automatically process all payment types proactively recover debt and generate reports from one interface in real time for the first time ever Nexion solution has proven so popular that selected educational institutions and property companies are also reaping the proprietary software s benefits Nexion is a highly affordable and easy to use cash flow management system developed specifically for medical practices to eliminate the complex manual receipting and reporting processes CASH FLOW MANAGEMENT Nexion integrates with most existing practice management systems or works as a standalone payment and receipting system to proactively receive payments recover debt and secure cash flow control by providing reports to balance to both Practice management systems and Bank accounts CASH FLOW PROCESS
13. and Member Ref This can be your client s name These references will allow you to identify the transaction on your reports and reprint receipts Integrated Users start at this point Practice Management System pre populates the screen below for you you MAY have to select which merchant has to be credited nxAgent version 3 2 a f Payment Details a Payment an d Transaction Ref Member Ref Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 5 Select Process Card card not present f nexion Payment Enlutlans N d Transaction Ref DEB 0182 Member Ref J Smith Bank Auth 6 Ascreen will be displayed prompting the user to enter the card details A From the drop down menu select the card type nxAgent version 3 5 0 5 4 Master Card Expiry Date American Express Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 B Enter the card number nxAgent version 3 5 0 5 Acci 522 1234 1234 1234 Expiry Date Auth id C Enter the expiry date on the card nxAgent version 3 5 0 5 Te Acci 5221 1234 1234 1234 Expiry Date 05 13 cw2 o Auth id Budget use budget facility Copyright Nexion SA Pty Ltd Version 3 6 1 User Manual Nexion Payment Solutions Nexion Call Centre 08
14. in tfe event of rection of this dabit order dun to lack of funds or any other reason uncer mylour control a penalty of 100 00 will be levied This authonty may be cancelled by meus by ging you thirty days notice m wnting sent by prepaki regsterec post lwr understand that we shall not be entitled to any refund of amours which you have wiharawn while this authorty was in force such amounts were legally owing to you Heoetpt of this instruction by you shall be regarded as receipt thereat by myl our bank whichever fis or will be ASSIGNMENT liwe acknowledge that the party hereby authonzed to effect the drawingis against myvour bank account or credit card may not cade or assign any of its mghts to any thed party without my our written consent we may nal delegate of my our obligations im terms of this contract authonty to any ird party without price written consent of the authonzed party 6 SIGNATURE hereby grant permission to the specitied Service Provider Nexion to retreve funds due as outlined in the agreement above Signature Assisted By where legally necessary CARD IMPRINT DETAILS FOR OFFICE USE ONLY USE PENCIL TO IMPRINT CARD RECEIVED PROCESSED In order to process later charge back Nexion needs you to provide an imprint of the card VERFIED Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 APPENDIX 3 MANUAL CREDIT OR R
15. obtaining a pre authorization Nexion allows you to receipt your Card transactions that have been processed by your cashier Transactions will reflect on your reports and assist you in balancing your bank account to your practice management system All card payments are receipted on NEXION date processed Card transactions will remain in status pending until paid to your bank account 48 hours later e Integrated users process transactions on the practice management system e Non integrated users receipt all transactions using Nexion standalone module only PROCESSING CARD PAYMENTS AGAINST A PRE AUTHORIZATION e Standalone Users follow Step 1 8 to process a Pre Auth transaction e Integrated Users will initiate transactions from your Practice Management System See your relevant appendix for details on how to initiate payments using your Practice Management System and start using this user manual at step 5 below e Nexion is currently integrated with the following Practice Management Systems Medemass Elixir Healthfocus Eminance GoodX Please Note Always ensure that your printer is switched on and has enough paper 1 From the Nexion Main Menu select Process Standalone Transaction Standalone 3 5 0 2 File Tasks Settings nexio n Pay ions d Register Stop Order Party Reprint Receipts Deposit Cash amp Cheque Process Refund Copyright Nexion SA Pty Ltd User
16. 120 00 Total Paid 601 50 0 00 601 50 C Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Record of previous deposits 1 The user can also check the record of all deposits done by clicking the button at the bottom of the Cash Deposit screen 3 version 3 5 0 6 Lo E jm Process Cash Deposit erue Last deposit 2011 07 13 10 45 37 AM Process deposit and print deposit detail 2 Ascreen will be displayed showing the record of all deposits done uL cashup Search by cashup_time 13 July 2011 EM cashup time merchant name merchant id 2011 04 07 04 35 30 PM Development 1 2011 04 13 12 45 58 PM Development 1 2011 04 15 01 10 25 PM Development 1 2011 04 15 02 42 22 PM Development 1 2011 04 15 03 37 48 PM Development 1 2011 04 19 10 51 27 AM Development 1 2011 05 16 10 5 7 40 AM Development 1 2011 05 16 11 04 11 AM Development 1 2011 05 23 02 32 23 PM Development 1 2011 06 07 03 59 42 PM Development 1 2011 06 09 11 00 46 AM Development 1 2011 06 10 10 31 02 AM Development 1 2011 06 10 10 33 37 AM Development 1 2011 06 15 01 24 02 PM Development 1 2011 06 15 01 26 11 PM Development 1 2011 07 07 09 21 54 AM Development 1 2011 07 07 02 26 31 PM Development 1 2011 07 08 03 26 19 PM Development 1 00 a 717 7 13 19 4A9 AN DAA 1 4 Copyright Nexion SA Pty User Manual Nexion Payme
17. 221 3911 1 Amoun R Budget agree te amoun 2 cardholder agreement Cardholder us amn3miomam Ew emm E ered b Nexion nt eno Nexion Call Centre 0861 639466 iransaction nxAgent version 3 5 0 3 Pp _ Complete Suceesstul Credit Card Transaction Merchant Development 10 Hill StreetPineland DEVREFOL 2011 02 10 14 13 45 Derick Card Payment Receipt d Smith DEB 0182 005312 830350 Merchant ID gaooaozrisoooooaoz Terminal ID g OOGOOOOT Credit zo Sa p eo 1234 430 00 I agree to pay this amount as per my cardholder agreement Cardholder Copyright Nexion SA Pty Ltd Version 3 6 1 11 Two receipts will automatically be printed to your default printer Receipt settings see chapter 14 NOTE if the receipt indicates DECLINED the transaction did not complete successfully For explanation of decline codes see Chapter 17 THE MERCHANT RETAINS A SIGNED COPY AS WELL AS AN IMPRINT OF THE CARD THIS COPY MUST BE FILED AS IT MAY BE REQUIRED IN THE CASE OF A CHARGEBACK AND THE PATIENT RETAINS THE OTHER COPY The receipt will also be displayed on your PC screen to finalize the transaction click on Complete Clicking on Copy will create a copy of the receipt for pasting to a file see Chapter 14 Clicking on Reprint will reprint the receipts In case of printer malfunction see Chapter 14 Integrated us
18. 4923 4344 170445 368433 1000 Test Visa CNP 4923 4344 170718 368495 30000 Chigp visa B 4344 170842 363493 1000 368493 Test NB Visa ref 4344 171422 368737 050 test debit b 4015 120220 43000 124714 005947 12000 TEST CARD IMPRINT 4412 120133 005948 43000 DEB 0470 124616 005943 43000 DEB 0 9111 124805 005950 43000 DEB 0 8573 133732 005951 15000 DEB 0 9959 135306 005952 43000 DEB 0 142531 E t t n Drm 9999 9955 143234 005955 6279 1264 112316 5 Select Print 6 Acopy of the receipt will be displayed on your screen nxAgent version 3 5 0 4 Suceesstul Medical Aid Transaction Merchant Development 10 Mill StreetPineland License DEVBEFO1 Date 2011 04 28 14 z2 34 Username nerion Medical Aid Receipt Tram Ret Mem Ret Nezaion Ret DEB 01820 J Smith 005954 Authid 005954 Merchant 2000021900 0 070702 Terminal 00000091 Amount R 430 00 m m ms ws 2 2 2 y Powered by Neaxion S s s Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 7 Selecting Reprint will reprint 1 copy of the receipt to your default receipt printer nxAgent version 3 5 0 4 Suceesstul Medical Aid Transaction Merchant Development 10 Mill StreetPineland License DEVBEFO1 Date 2011 04 28 14 32 34 Username nexion YHedical Aid Receipt Tram Ret
19. Auth report Date Range from amp to Transaction Category There are 5 transaction categories Report Type Submission Bank Reconciliation or Pre Auth report Transaction Type There are different transaction types each pertaining to the relevant transaction category selected ee Ios Optional fields To narrow the search even further by specifying optional data below Member Reference to select a specific debtor number within a date range Transaction Reference to select a specific name within a date range Nexion Reference to select a specific receipt within a date range Formatting fields To select the desired type of report use the following selection Editable or Non Editable Versions To view either an Editable or Non Editable report Summary Only To view only the summary detail tab Status To select All Pending Failed or Paid Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Required Fields Optional Fields earch Report Type Member Ref Date from 03 May 2011 L Transaction Ref Dateto 03 May 2011 8 Nexion Ref Ton Category Format Tran type Status licensee Summary Only Formatting Fields Transaction Categories and Types There are 5 transaction categories All To select all transaction categories Cash Cash and cheque transactions only Bank E F
20. Bank Stop Order Party Registration Licensee Your Acc Holder Ref Holder ID No Acc Holder Title Acc Holder Name Ace Holder Sumame Bank Mame Account Number Branch Code Account type Account Name Mandate Date Cancel branch code it will save automatically Copyright Nexion SA Pty Ltd 62203546421 2590655 2011 04 05 Mandate of Accountholder and Identity document is on file 8 he generic branch code will automatically be populated If the bank was not listed type in the Version 3 6 1 User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 9 Select the account type from the drop down list Stop Order Party Registration Licensee Your Acc Holder Ref Acc Holder ID Na Acc Holder Title Holder Name Acc Holder Sumame Bank Name Account Number 62203546471 Branch Code 250655 Accounttype Account Name Mandate Date 2011 04 05 E F Mandate of Accountholder and Identity document is an file Please Note If the account type is not selected the following message will be displayed Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions 10 Type in the account name Nexion Call Centre 0861 639466 Stop Order Party Registration Licensee Your Acc Holder Ref Acc Holder ID No Acc Holder Title Acc Holder Acc Holder Sumame Bank Mame Account Number Branch Code Account t
21. CARD TRANSACTIONS TRANSACTION DECLINED ERROR CODES WHEN PROCESSING CARDS CHAPTER 14 RECEIPTS NEXION RECEIPT LAYOUT PRINTING THERMAL PRINTER DESKTOP PRINTER SETTING UP THE NUMBER OF RECEIPTS TO BE PRINTED REPRINTING A RECEIPT CHAPTER 15 REPORT INTRODUCTION REPORT TYPES REQUIRED FIELDS OPTIONAL FIELDS FORMATTING FIELDS TRANSACTION CATEGORIES AND TYPES GENERATING REPORTS GENERATING A REPORT USING OPTIONAL FIELDS GENERATING A REPORT USING FORMATTING FIELDS READING REPORTS REPORT PAGE LAYOUT INDIVIDUAL LICENSEE REPORT SUMMARY TAB TRANSACTION CATEGORY DETAIL TABS SUMMARY REPORTS SUMMARY OF SUMMARIES TAB PRINTING REPORTS PRINT CURRENT TAB Copyright Nexion SA Pty Ltd Version 3 6 1 74 74 81 81 88 88 93 95 95 95 95 95 95 96 96 97 102 102 102 102 104 108 108 108 109 109 109 110 112 117 119 121 121 123 123 124 125 126 127 127 User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 PRINT ENTIRE WORKBOOK REPORT SUBSCRIPTIONS CHAPTER 16 FREQUENTLY ASKED QUESTION TOP 10 PROBLEM CALLS CHAPTER 17 STANDARD ISO RESPONSE CODES CHAPTER 18 TRAINING TOOLS GETTING THE MOST OUT OF NEXION APPENDIX 1 DIRECT DEBIT AUTHORIZATION APPENDIX 2 MANUAL TRANSACTION FORM APPENDIX 3 MANUAL CREDIT OR REFUND APPLICATION FORM APPENDIX 4 DIFFERENTIATING BETWEEN CREDIT amp DEBIT CARDS Copyright Nexion SA Pty Ltd
22. Congratulations on installing Nexion There will be a program icon located on your Windows Desktop click on this icon to start the Nexion application In the activation pack you received from Nexion you will find the following items please familiarize yourself with them at this time as we will refer to them in your training At any time you can call our call centre on 0861 NEXION for customer support or to schedule additional training Window Decals please affix in a visible position to indicate to clients that you now accept credit and debit cards User manual Nexion Quicklinks guide Starter pack containing Manual Credit Card Forms in case of power outages Stop Order Transaction Forms ACB for your stop order facility Manual Credit Refund Forms in case of a refund Merchant Maintenance Forms to amend any details pertaining to the practice l e Change of address telephone user or bank details All support documentation can also be found on our website www nexion co za in the Merchant Access Tab ABOUT REXTON PRIUOOUCT OVERVIEW DEALER ACCOIESS CONTACT Aa You are here Merchant Access amp Resource Centre Welcome to our merchant acoess section here where you wil be able access ow user manus WEN Gu oes to show you how use ouf oroduct es wed as 390007551 resources That may come in ne handy To access Tes Section you wl require your weave merchant login detons
23. Introduction Nexion reports are generated by specifying required criteria such as the date range and can be further narrowed using optional criteria Report Types Nexion provides you with 4 reports Submission Report Balance to debtor practice management system Bank Reconciliation Report Balance to bank accounts Pre Authorization Report Cash Deposit Detail Report comp A Submission Report This report allows you to view transactions submitted to NEXION for a date or within a date range selected The submission report is used to reconcile daily receipts to your debtor practice management system as well as to determine the status on specific transactions Please note that all cash amp cheque transactions will remain pending until a cash deposit has been done see chapter pg on cash deposit function Uses Reconcile amp Balance debtor practice management system Identify Transaction Status Identify processed stop order transactions Post transactions to Practice Management System for standalone clients B Bank Reconciliation Report This report allows you to view transactions deposited into your nominated account for the date or within the date range selected The cash report is used to obtain transaction level detail on your bank account statement This will make reconciliation of Nexion deposits much easier Historical cash flow or future cash flow can also be monitored using this report Use
24. Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 2 Choose licensee to be credited on this auth from the drop down box If only one licensee is registered at your site drop down will default to the correct merchant Payment Solwthons m the amount to be settled against the Pre Auth amount amount may not exceed original pre auth amount Payment Goluthows Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 4 Transaction Ref This can be an invoice or file number and Member Ref This can be your client s name These references will allow you to identify the transaction on your reports and reprint receipts Integrated Users start at this point Practice Management System pre populates the screen below for you you MAY have to select which merchant has to be credited nxAgent version E ON flexion Payment 7AF Process Card card not present Process Cash or Cheque Transaction Ref Process EFT to Bank Ace Member Refi Process Stop Order Process Pre Auth Process Card Payment amp nlutlans Process Card card not present Process Cash or Cheque Transaction DEB 01820 Process EFT to Bank Acc Member Ref J Smith Process Stop Order Process Pre Auth Copyright Nexion SA Pty Ltd User Manual
25. NEXION for support http w w w nexion co za Report File NX 110315 110316 Submi Development 20110316513909 xls Date 2011 03 16 Time 11 31 38 Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Cash Deposit Detail For Development Date Range From 2011 03 15 C re ON ash flow management Solved ae Mea gt XI To 2011 03 16 9 we Tab Cash 9 The Cash Tab provides a complete breakdown of all cash and cheque transactions deposited A Payment Status As soon as a deposit is recorded the transaction status will change from pending to paid B The Expected date changes to the date the deposit was cashed up Nexion Call Centre 0861 639466 2011 03 15 2011 03 16 2011 03 16 2011 03 16 Version 3 6 1 15 00 9999999999 005604 5604 2011 03 15 2011 03 17 79999999999 00 005607 5607 2011 0345 2011 03 15 0 00 430 00 Paid 9999999999 00 005608 5608 2011 03 15 2011 0316 Cash 11 00 0 00 11 00 Paid 9999999999 00 005609 5609 2011 03 15 2011 03 06 Cash 11 44 0 00 11 44 Paid 9999999999 00 005610 5610 2011 03 15 2011 0346 Cash 10 00 0 00 10 00 Paid 9999999999 00 005612 5612 2011 03 15 2011 0346 Cash 400 00 0 00 400 00 Paid 9999999999 00 005605 5605 2011 03 15 2011 03 15 Cheque 100 00 0 00 100 00 Paid 9999999999 00 005606 5606 2011 03 15 2011 03 15 Cheque 200 00 0 00 200 00 Paid 9999999999 00 005611 5611 2011 03 15 2011 03
26. Nexion Cash Flow Management Solved Make sure that your Internet Connection is up and running Q can t process any cash cheque EFT or Medical Aid payments A Close the Nexion Program Once Nexion is closed right click on My Computer or Computer Then click on Manage a new window will be displayed On the left side of that window click on Services and Application and then click Services A list will be populated on the right side of that window Scroll down till Traderoot Merchant 4 5 and right click on it Click Restart and then look at the screen of the card machine Once the screen goes black it should now read Nexion Cash Flow Management Solved After this you should be able to do payments again If the problem still persists please call the Help Desk on 0861 639 466 Q can t see my username in the drop down box A Close Nexion down Double click on the Nexion icon that brings up the logging screen Once you are at the logging screen of Nexion click Get Settings Once that s complete a message will display Settings file successfully downloaded Click ok and now select your name from the drop down list and log on If the problem still persists please call the Help Desk on 0861 639 466 get list index out of bounds error A Make sure that you are selecting the Licensee or Merchant when taking payments If you do not see the Merchant in the payments window please can the Help Desk on 0861 639 466 get 005 c
27. Nexion is currently integrated with the following Practice Management Systems Medemass Elixir Healthfocus Eminance GoodX Vericlaim Please Note Always ensure that your printer is switched on and has enough paper Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 1 From the Nexion Main Menu select Process Standalone Transaction o Standalone 3 5 0 2 wem o bens ED Sm File Tasks Settings Deposit Cash amp Cheque Process Refund 2 Choose the appropriate merchant to be credited for this transaction from the drop down box If only one merchant is registered to your site drop down will default to the correct merchant 4 J pe Payment Solutions i Transaction Ret Member Ref Bank Auth Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions 3 Typein transaction amount nexion Payment Solutions Transaction Ref Member Ret Bank Auth Nexion Call Centre 0861 639466 Version 3 6 1 Process Card Process Card card not present Process Cash or Cheque Process EFT to Bank Acc Process Stop Order Process Pre Auth 4 Type Transaction Ref This can be an invoice or file number and Member Ref This can be your client s name These references will allow you to identify the transaction on your reports and reprinted receipts Integrated Users sta
28. Nexion users a Call centre assistance b Repeat of above modules on request at no additional charge telephonically To schedule training or for support call 0861 NEXION 639466 Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 APPENDIX 1 SAMPLE DIRECT DEBIT AUTHORIZATION FORM Vener 3 1 DIRECT DEBIT AUTHORIZATION fa 021 50 e048 Fm 290 664 0016 or 02 390 E241 ric resce ca 23 X eats wwe 02 28 1 Drev Party to be ee eee Mtoe Cehte Lu 1 5 NSTRUCTIONS SOO MET CHE PRED B 0B mew wor Poorer rendered by Tha px bomi d vd mos Be epe i Pm wn aw Soret e ACCOUNT HOLDER DETAILS bor Mut hate 200 ax oss x6 avc etter Act cee uu LLLERILLLEELETITLLLELTETITI een HOLDER i575 da T EILELEEFTLTELFLITITI COLLLLILLLLLLLLLLLILIIIIIITIJ E TT LLLI LT 1 Posta Coo Cet art he CET TT TTY ELE ETE nt Cede 1 1 L TOTAL emcee amp odi L R CTIIIILIIIIILIT Vee a ogres al Pw
29. Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 3 From the search screen displayed select the transaction that needs to be refunded a refund I a JE m i mE transaction id pan category nexionref member ref transaction ref submission dale amount name 9 65 5221123112321233 Card 065126 5765 JSmih 01920 2011 04 05 00 46 20 AM 200 Development Please Note Only the transaction that was searched for will be displayed to avoid incorrect refunds 4 A The original transaction Licensee will be pre populated and greyed out so that the correct licensee will be refunded B The amount can be edited for a partial refund C Hovering over the Transaction and Member Ref with your cursor reveals the original transaction references used Refund Card A Licensee Development Payment Golutions B Amount 1 000 00 ZAR Transaction Ref _ Refund EFT to Bank Ace C 5913 DEB 01820 Member Ref Refund Stop Order Bank Auth amp Refund Pre Auth Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 5 Select the refund type i e Refund Card card not present Refund Cash or Cheque or Refund EFT to Bank Acc An 1 e Xl O 1 licensee Development Payment Solutions e Amount 1 000 00 Transaction Ref Ref
30. Receipts printed on one page in Landscape view 1 Receipt 2 Receipt one per page 4 Asettings saved screen will be displayed Select OK to continue Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 B Cash Drawer Settings 1 Select the Settings tab from the top bar of your main menu So Standalone 3 5 0 2 hexion Payment Solutions h File Tasks Settings ui Nexon 9 Copyright Nexion SA Pty Ltd Version 3 6 1 User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 3 The Receipts Settings screen will be displayed e A Select the Cash Drawer Tab on the top of the screen e B lfa cash drawer is installed onsite tick the box that says Cash drawer installed e C Select Save S Receipt Settings 2 mmm Cash draw installed 5 Asettings saved screen will be displayed Select OK to continue Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 C Printer Settings 1 Select the Settings tab from the top bar of your main menu gt g Standalone 3 5 0 2 9 File Tasks Payment Salutians Obtain Pre authorization 2 Select Receipts from the drop down menu File Tasks Settings Receipts nexion Copyright Nexion SA
31. SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 2 Choose licensee to be credited for this transaction from the drop down box If only one merchant is registered at your site the dropdown will default to the correct merchant exi Payment Solutions d Transaction Ref Member Ref Bank Auth Transaction Ref Member Ref Bank Auth Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 4 Transaction Ref This can be an invoice or file number and Member Ref This can be your client s name These references will allow you to identify the transaction on your reports and reprinted receipts Integrated Users start at this point Practice Management System pre populates the screen below for you you MAY have to select which merchant has to be credited nxAgent version 1502 9 nexion Payment Goluthons d Transaction Ref Member Ref Bank Auth 5 Select the Process Card button If card is not present please refer to chapter 5 Card not present transactions 6 A pop up screen will be displayed prompting the user to Present card swipe dip card Present card Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 7 Swipe Non chip and pin card through
32. T and Medical Aid only Card Card transactions only Stop Orders Stop Orders only O Member Ref 28 Jan 2011 d Transaction Ref 28 Jan 2011 All i Cash Status Bank Card Stop Order EI Summary Ory Note that when selecting All from the Trxn Category drop down list the transaction type will automatically default to All transaction types Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 When selecting a specific transaction category only a transaction type pertaining to the category will be available for selection from the Trxn type drop down 28 Jan 2011 Ld Transaction Ref 28 Jan 2011 E Nexion Ref Format noneditable Summary Only If the following Transaction Category is selected the following transaction type can be selected All To select all transaction type Cash Cash amp Cheques Bank EFT amp Medical Aid Card Master Card Visa Debit Cards American Express Diners Club Stop Orders Stop Orders Only Search criteria Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Generating Reports 1 From the Nexion Main Menu select Generate Reports Standalone 3 5 0 3 File Tasks Settings Copyright Nexion SA Pty Ltd User Manual Nexi
33. Tasks Tab From the Tasks drop down menu select the User Maintenance Option The User maintenance screen is displayed as Standalone 3 5 2 LI 5 Fe Tasks Settings Member mantenaece Flagaber Stes Order Party Fagard Recents Deposit Cash i Cheque 2 Select your Username from the dropdown list User Maintenance 4 Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Type in your Current password User Maintenance 4 4 Type new password in the New password field User Maintenance a Select Usemame nexion Curent Password New Password 5 Type in your new password in the Confirm field User Maintenance 4 Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 6 Select the Update User button User Maintenance Select Usemame Curent Password 77 New Password 7 Ifthe system accepts the changes the User updated successfully screen will be displayed Select the OK to continue The Nexion system will update the changes and automatically return the user to the main menu screen Note When an incorrect current password is typed Nexion will display the following message Click on the OK button You will be returned to the user mai
34. ano e aod o und venom cpm mb imd ements pon amp ey m wd Fat Abos m eene Sa o Each OF ONCE Io Ven ote TEXTE 4000076 or awe cant m a aure wed pow he ee my become m aod perywote bo however qmd a wt reden vt imd ienmerw OF Ceres won og ates Ds aby F416 ERN eat Ey yeu MUN Oe Mee ad Peg Uv had been by we far show hary moderni ad wil i proces fe qui acm m teni ot Tow ee pete Meer mdr ced ow o S emm Ponts fe lowe ben ote wi mou Peel betes of feed rd ab cum ovdi amd ai eyed Due La Lb ww C4 oc DOC TOU VQ veuacw Pese ag ow bes ay Cac wat Gott coder crete nie sert vt any eiechon of Pre dut onder doe 1o ct ot ums em Atty oll wm Abb aw vy bo A of H1ES 2 vut be owl Iba a FT ee Cy 1248 NOS OOO bes mot tem teed va gom re be gm dem to gon turus awe ws whee ye ome tede aun ve be and y mh o d mao pro bow ay cop ba ya d be wai Zac au Hec oft Pao reo 0 wd Love ut fw 12 tet dore ag mw mms bes oed amp oed wy wd ordo us mia d Any of GPR amp dey Pet wR Opes RA Comte L vo POR Cet dry Of ey
35. capture and process client payments Ys Transaction Obtain Pre Authorization Use this option to reserve funds on a credit card allowing you to guarantee funds for 5 to 7 working days This feature will allow you to collect shortfalls and to lock in funds on your clients cards prior to services being rendered Obtain Pre zauthorization Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Generate Reports Access to Bank Recon Previously Cash Report as well as the Submission and Pre Auth reports see chapter page Generate Reports Submission Report Used to reconcile practice management debtor system Generate a report detailing the transactions processed receipted within the selected date range Bank Recon Report Used to reconcile bank account s Generate a report detailing transactions funds that have been deposited to the practice merchant bank account s within the date range selected Pre Auth Report Used to view pre authorizations Generate a report detailing pre auths taken 5 to 7 days prior on a client s card Register Stop Order Party Allows you to register a debtor for recurring payment such as treatment plans and for subscriptions such as contact lens programs Nexion enables you to deduct funds from your debtor s savings or cheque account in instalments of up to 18 months Transactions can be processed on Nexion provided
36. customerfile updated Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 R4 Chargeback customer file updated acquirernotfound R5 Chargeback incorrect prefix number R6 Chargeback incorrect response code or CPF configuration Jo o R7 Administrative transactions not supported R8 Cardonmationdlnegativefile S4 PTLF fu S5 Chargeback approved customer file not updated O S6 Chargeback approved customer file not updated acquirernotfound o S S7 Chargeback accepted incorrect destination o S8 ADMN file problem ooo Jo T1 Invalid creditcard advance amount T8 Cardnotsupported T4 Amountovrmaximum gt S Jo T5 0 T6 BadUAF S Jo T7 Cashback exceeds daily limit 00 Successful nvalid Terminal Merchant achine needs to be programme AO Invalid Terminal Merch Machi ds to b d pU A2 Breakdown Levels available 0o Jo A5 Advice Unsuccessful Invalid A6 Advice Unsuccessful Velocity Amount Exceeded 00 A7 Advice Unsuccessful Velocity Lines Exceeded Issuer or Switch Inoperative check switch is up and running Craig Chad Routing Error Message Decode Error p AB System Malfunction check switch is up and running Craig Chad AC
37. ee D UD UD UR UR Go Go es For Credit Cards Provide details ol card to debit CARD TYPE VISA 1 MASTERCARD DINERS AME X T w y i Card Name on card Number EXPIRY DATE 4 TRANSACTION DETAILS TOTAL AMOUNT TO BE COLLECTED TRANSACTION REFERENCE MEMBER REFERENCE 5 LEGAL Vwa understand and agree thet lwe are ulimately responsible for fe entire bill tor goods and services rendered Mwe hereby request imstruct and authorize you fo draw against my our account with the abovementioned bank or any alher bank or branch to which we may transter my our account or credit card in respect of all sums which now or in the future may be or become due and payable by meus howsoever ansing and will contin ue until termination af our agreement or until cancelled by meus in writing All such wtharawals tram my our bank account or credit card by you shal be treated as though they had been signed by meus personally lwe understand that the withdrawals hereby authonzed will be processed through a computerized system prowded by Pty Limited and by the South Afncan Banks and liwe also understand that details of each withdrawal wil be preted an mylour bank or credit card stalement oc on an accompanying voucher we agree to pay any bank charges relating to thes deb order credit card instrucbon
38. s 5 Once selected click to start printing Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Report Subscriptions Nexion now allows you to subscribe to daily weekly and monthly reports reports will be delivered to any e mail addresses specified and scheduled by you Keep in touch with your cash flow by having reports delivered to you Adding a user for report subscriptions 1 From the Nexion Main menu select the Task tab gt y Standalone 3 5 0 2 Menu Options 2 Select Report Subscriptions Standatone 3503 fee _ File Tasks Settings Stop Order Party Maintenance User mamtenance Report Subscnptions Catan Pre authonrabon Generate Reports Fegeter Sop Order Paty Recents Depost Cash Cheque Process Refund Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 3 Select Add File Tasks Settings Stop Order Party Maintenance User maintenance Paymeet Gotutions Send Test Email Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 5 Select the report you wish to be subscribed to from the drop down Submission Send Test Email ect Category bte ACB Send Test Email Copyright Nexion SA
39. s erminal i UUUUUDUDU Z1 m Credit Card 5221 eee 91 mount lt 8 Budget 10 A Successful Refund receipt will be displayed on your PC screen To finalize the transaction click on Complete Clicking on Copy will create a copy of the receipt for pasting to a file see Chapter 14 Clicking on Reprint will reprint the receipts In case of printer malfunction see Chapter 14 nxAgent version 3 5 0 4 Successtul Credit Card Refund Merchant Development 10 Mill StreetrPineland DEVBEFO1 011 05 05 11 20 27 meaxiurn Card Payment BHeceirpt 5844 Hexion Ref OO055977 Authia 07684 Merchant ID z Ooo00osz 190000002 Terminal ID 00000001 Credit Zo EMBED AA em 7074 R 1 000 00 Powered by Mexion Integrated users Refunds do not post to debtor system Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Chapter 11 Registering a new client for Stop Order ACB transactions This feature allows you to register your accounts for processing of payments by debiting the client s current or savings accounts In addition it allows you to process payments spread over a predetermined time span Up to 18 months Note that Stop Orders can only be processed if the start date first transaction is no later than today and no more than 30days The member registration form must be complet
40. the Nexion Main Menu select Process Standalone Transaction gt y Standalone 3 5 0 2 File Tasks Settings X Process Standalone Transaction Payment Solutions J 2 Choose the appropriate licensee to be credited for this transaction from the drop down box If only one merchant is registered on your site drop down will default to the correct merchant Payment Solutions Amount Transaction Refzt Member Rett Bank Auth Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 in transaction amount meg version 0 gib Payment Details nexion Payment Solutions Process Card Process Manual Card Process Cash or Cheque Transaction Ref Process EFT to Bank Acc Member Ret Bank Auth 4 For EFT transactions enter Transaction Ref This can be an invoice or file number Member Ref This can be your client s name or Unallocated These references will allow you to identify the transaction on your reports and reprint receipts f Payment Details u nexion FERAI Saw i R Process Manual Card Process Cash or Cheque 018201 Mr J Smith Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 For Medical Aid transactions Transaction Ref Medial aid name Member Ref Unallocated
41. the specific tab you are viewing Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Summary Reports When is selected in addition to an individual report you will also get a summary report The summary report will display the summary tabs for the individual report B C D E F G H J K L 2 Submission Report 3 p For Drs L Botha Keys Pelimkakais Du Toit Date Range From 2009 10 14 Cash flow management Solved EM Payment Solutions To 2009 10 21 V_ 6 Tab Summary T 8 9 10 Total Z Pending 11 Tab Paymentipe QTY TrxnAmount Fees NettAmount TrxnAmount Fees NettAmount TrxnAmount Fees NettAmount 12 Bank EFT 2 1 230 00 0 00 1 230 00 0 00 0 00 0 00 1 230 00 0 00 1 220 00 13 Bank Medical Aid 1 40 00 0 00 40 00 0 00 0 00 0 00 40 00 0 00 40 00 14 Cards Amex 1 400 00 3 22 396 78 0 00 0 00 0 00 400 00 3 22 396 78 1 M 15 Cards Debit Cards 4 12 920 00 455 54 12 464 46 0 00 0 00 0 00 12 920 00 455 54 12 464 46 16 Cards Diners 1 500 00 3 92 496 08 0 00 0 00 0 00 500 00 3 92 496 08 17 Cards Master Card 3 2 600 00 106 60 2 493 40 0 00 0 00 0 00 2 600 00 106 60 2 493 40 18 Cards Visa 1 200 00 10 83 189 17 0 00 0 00 0 00 200 00 10 83 189 17 19 Cash Cash 3 4 110 00 0 00 4 110 00 0 00 0 00 0 00 4 110 00 0 00 4 110 00 20 Cash Cheque 1 20 00 0 00 20 00 0 00
42. to any third party without my our prior written consent I we may not delegate any of my our obligations in terms of this contract authority to any third party without prior written consent of the authorized party 7 SIGNATURE I hereby grant permission to the specified service provider and Nexion to refund funds due as outlined in the agreement above Signature Card Holder Signature Practice FOR OFFICE USE ONLY Date Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 APPENDIX 4 DIFFERENTIATING BETWEEN CREDIT AND DEBIT CARDS Nexion allows you to process two types of cards 1 Credit Cards These are easily identified by having raised letters and have either a MasterCard Visa American Express or Diners logo on the bottom right hand corner of the card Some banks have issued cheque cards that are linked to current accounts but as they have a MasterCard or Visa logo displayed these cards MUST be processed as Credit Cards Process by selecting the Credit option number 3 on the terminal when prompted see page 16 of user manual Debit Cards Do not have raised numbers or letters and have either a Maestro or Electron logo on the bottom right hand corner of the card Process by selecting either Current number 2 or Savings number 1 depending on what type of account the card is linked to When processing a Debit card a PIN number will need
43. to be entered by the cardholder using the swipe machine If you are not certain of the type of card please call our call centre at any time on 0861 639 466 Copyright Nexion SA Pty Ltd
44. to your default printer Receipt settings see chapter 14 NOTE if the receipt indicates DECLINED the transaction did not complete successfully For explanation of decline codes see Chapter 17 exion Successful Direct Debit Transaction Merchant Development lO Hill StreetPineland License DEVREFO Date 2021 05 05 16 12 22 Username nexion Direct Debit Frocessed Tran Ref Hem Ret Hexion Ber 005978 Auczhld 005978 License DEVEREFDI Terminal ID 00000001 amount 430 00 Repayments Acc Holder Signature Powered by Hexion Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 12 The receipt will also be displayed on your PC screen to finalize post the transaction select Complete Clicking on Copy will create a copy of the receipt for pasting to a file see Chapter 14 Clicking on Reprint will reprint the receipts In case of printer malfunction see Chapter 14 naAgent wersion 3 5 0 4 Complete Successful Direct Debit Transaction Merchant De we lopment 10 Mill StreetPineland DEWEHEFOI 2011 05 05 16 14 40 nexion Direct Debit Procesg3ed Tram Ret Mem Ref Hexion Bet Ooe979 Buthid 005979 License DEWEHEFOI Terminal iD z OOGOOOOOl Amount gt R 430 00 Powered by Mexicon Integrated users Successful transactions will post to patient record at this poin
45. will also be displayed on your screen to post finalize the transaction click on Complete Clicking on Copy will create a copy of the receipt for pasting to a file see Chapter 14 Clicking on Reprint will reprint the receipts In case of printer malfunction see Chapter 14 nxAgent version 3 5 0 3 evant ie Cash Transaction Merchant Development 10 Mill StreetPineland I DEVBREFOL 2011 03 11 10 49 00 newion J Smith DEB 0182 09055687 09055687 Merchant ID Terminal ID OOOOOOUOT BR 450 _ Powered by Integrated Users Successful transactions will post to patient record at this point Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Chapter 8 Cash Deposit Function Nexion allows you to receipt your Cash and Cheque s that have been paid at your cashier The Cash Deposit function allows you to do a cash of your till at your convenience and to print a deposit detail report to compare to your deposit slips e Cash and Cheque transactions will remain pending until the deposit function is used e When processing a deposit the status of deposited transactions will change from pending to paid e he expected pay date will change to the deposit date so that paid cash reflects the correct date on Bank Recon report Should you need to recrea
46. 0 11 Tab Paymentryp _ Q TrxnAmount Fees TrxnAmount Fees NettAmount Amount Fees Nett Amount 12 Cash Cash 3 6 15 0 00 6 15 6 15 0 00 6 15 0 00 0 00 0 00 13 Cash Cheque 1 1 00 0 00 1 00 1 00 0 00 1 00 0 00 0 00 0 00 14 7 15 0 00 7 15 7 15 0 00 7 15 0 00 0 00 0 00 15 16 Cash 4 745 0 00 745 745 0 00 745 0 00 0 00 0 00 Phone 0861 NEXION for support http w w w nexion co za 19 Report Filename SummaryOfSummeries 1 20110506787057 xls Date 2011 05 06 Time 12 10 18 38 M M Development Summary of summaries Ready Generating a report using Formatting fields Nexion provides 2 types of reports Non Editable or Editable 1 Select the format of the report either Non Editable or Editable Non Editable reports created by Nexion cannot be altered and can only be read on a computer that has a Nexion licence or a Reporting licence Editable reports are changeable and can be amended to suit the user Search criteria a a NR RM Member Ref 06 May 2011 Ld Transaction Ref 06May2011 8 Nexion Ref 3 noneditable Status Cancel Summary Only Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 2 Select Summary Only to view a summary of transactions processed during the selected date range Search criteria a m s RR Submission Member Ref J Smit E
47. 0 00 0 00 20 00 0 00 20 00 21 Debit Orders 4 41 500 00 86 07 11 413 93 11 500 00 86 07 41 413 93 0 00 0 00 0 00 22 33 520 00 666 18 32853 82 11500 86 07 11413 93 22020 580 11 21439 89 23 24 Bank 4 3 1 270 00 0 00 1 270 00 0 00 0 00 0 00 1 270 00 0 00 1 270 00 25 Cards i 10 16 620 00 580 11 16 039 89 0 00 0 00 0 00 16 620 00 580 11 16 039 89 2 26 Cash 4 4 130 00 0 00 4 130 00 0 00 0 00 0 00 4 130 00 0 00 4 130 00 s 27 Debit Orders 4 11 500 00 86 07 11 413 93 11 500 00 86 07 11 413 93 0 00 0 00 0 00 28 Failed 2 0 00 228 228 0 00 0 00 0 00 0 00 0 00 0 00 29 30 This reportis Editable Legal Phone 0861 NEXION for support http Ivww nexidn co za 31 Report Filename NX 091014 091021 jubmi Drs L Botha Keys Pelimkakais Du Toit 0091021140239 E NXX Date 2009 10 21 Time 14 02 39 32 33 34 35 M Bank Cards Cash DebitOrders Failed Summary 2 4 _ Ready 3 4 5 6 7 Transaction Summary Subtotals by transaction type and status Tab Total Summary Subtotals by tab and status Totals Totals Qty Totals The number of transactions Total Amount Pending Paid Pending Processed not Paid Paid Transactions Paid oe Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Summary of Summaries Tab The summary of summaries t
48. 00 3 22 396 78 0 00 0 00 0 00 400 00 3 22 396 78 15 Cards Debit Cards 4 12 920 00 455 54 12 464 46 0 00 0 00 0 00 12 920 00 455 54 12 464 46 16 Cards Diners 1 500 00 3 92 496 08 0 00 0 00 0 00 500 00 3 92 496 08 17 Cards Master Card 3 2 600 00 106 60 2 493 40 0 00 0 00 0 00 2 600 00 106 60 2 493 40 18 Cards Visa 1 200 00 10 83 189 17 0 00 0 00 0 00 200 00 10 83 189 17 19 Cash Cash 3 4 110 00 0 00 4 410 00 0 00 0 00 0 00 4 110 00 0 00 4 410 00 20 Cash Cheque 1 20 00 0 00 20 00 0 00 0 00 0 00 20 00 0 00 20 00 21 Debit Orders 4 41 500 00 86 07 41 413 93 41 500 00 86 07 11 413 93 0 00 0 00 0 00 22 33 520 00 666 18 32853 82 11500 86 07 11413 93 22020 580 11 21439 89 23 24 Bank 3 4 270 00 0 00 4 270 00 0 00 0 00 0 00 1 270 00 0 00 1 270 00 25 10 16 620 00 580 11 16 039 89 0 00 0 00 0 00 16 620 00 580 11 16 039 89 26 Cash 4 4 4 130 00 0 00 4 130 00 0 00 0 00 0 00 4 130 00 0 00 4 130 00 2 P petit orders 4 11 500 00 86 07 11 413 93 11 500 00 86 07 11 413 93 0 00 0 00 0 00 28 Failed 4 2l 0 00 228 228 0 00 0 00 0 00 0 00 0 00 0 00 29 30 This reportis Editable Legal Phone 0861 NEXION for support http www nexidn co za 31 Report Filename NX 091014 091021 Submi Drs L Botha Kel s Pelimkakais Du Toit 20 91021140239 E NXX Time 14 02 39 32 33 34 35 M gt M Bank Cards Cash Debit Orders Faled Summary 3 4 INNEN Ready 3 4 5 6 ra Trans
49. 00 BANKER 4799 Diners Crd 19 10 2009 21 10 2009 Amex Diners 500 00 3 92 496 08 18 Paid 5221 7987 00 BANKER 4765 000001 40 14 10 2009 19 10 2009 Master Card 500 00 21 95 478 05 19 Paid 5221 9111 00 BANKER 4793 card mc tsts 16 10 2009 20 10 2009 Master Card 2 000 00 77 52 1 922 48 20 Paid 5221 9111 00 BANKER 4795 Mc Crd 19 10 2009 21 10 2009 Master Card 100 00 7 13 92 87 21 Paid 4923 6636 00 BANKER 4796 Visa Crd 19 10 2009 21 10 2009 Visa 200 00 10 83 189 17 22 16 620 00 580 11 16 039 89 W c sni 23 Pending 0 00 0 00 0 00 24 Total 16 620 00 580 11 16 039 89 25 26 27 28 29 30 31 32 33 34 Bank Cards Cash Debit Orders Failed Shmmary 2 A man to M NI 2 4 5 6 7 8 9 10 1 Total transactions Number of transactions 2 Payment status The status of the payment type 3 Nexion Ref The receipt number 4 Member Ref The file number of the patient client 5 Transaction Ref The patient clients name integrated users will see numbers 6 Irxn Date The date transaction was processed 7 Expected Date The date on which the funds will be paid in to your nominated bank account 8 Trxn Type The type of payment made e g debit master visa diners etc 9 Totals Amount Transaction amount and fee 10 Tab summary by status Gives the totals of
50. 0110331 005741 1000 acb 6279 1223 142303 20110331 005742 500 cash tst dc cash 9999 9395 150720 20110405 2000 fail 144500 20110405 20000 fail 144713 E 20110405 005765 20000 DEB 01820 J Smith card 5221 1233 094718 20110405 005766 20000 5765 DEB 01820 J Smith cash 9999 9999 105924 20110405 005773 20000 DEB 01820 J Smith card 4790 B573 144533 20110405 005780 2000 card 5221 7074 161431 20110405 005781 5000 20 card 5221 7074 161601 20110407 000000 30000 0001590 AP Robyn fail 6279 6525 144312 20110407 005816 43000 acb 6279 1249 114100 20110407 363208 30000 acb 6279 6525 145601 20110408 363538 2 80250 acb 6279 6584 115124 20110408 363540 1 92200 acb 6279 6932 115227 20110408 363541 3 33680 acb 6279 7008 115331 20110408 363542 2 00000 acb 6279 7016 115413 20110408 363545 3 07118 acb 6279 7024 115527 20110411 005828 1000 581S erd tst trun ref test dc cash 9399 9955 130854 20110412 365046 23885 acb 6279 6631 132016 20110412 365048 20563 acb 6279 6788 132119 20110412 365050 2 13579 acb 6279 6649 132158 20110412 365052 23885 acb 6279 6631 132441 20110412 365053 20563 acb 6279 6788 132522 20110412 365054 2 13579 acb 6279 6649 13255 20110412 365056 23555 acb 6279 6825 132652 20110412 365059 28500 acb 6279 6796 132730 20110412 365060 51300 acb 6279 6672 132811 20110412 365062 1 42500 acb 6279 6762 132855 20110412 365063 51300 acb 6279 6698 132540 20110412 365064 4 77369 acb 6279 6705 133019 Last
51. 110128 110128 Submi Development 201 13 3 ANX 110128 110128 Cash Development 2011 p 4 ANX 110127 110127 Submi Development 201 12 16 Exit 2 Inthe Print what section select the Active Sheets option to print the current tab a HP LaserJet M3035 MFP PCL 6 Status Idle Type HP LaserJet M3035 MFP PCL 6 Where HPDIU 192 168 0 7 Comment Print range Copies All Number of copies Page s From Print what P P ola Selection Active sheet s Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Print Entire Workbook To print all the Tabs as well as the Summary Tab do the following 3 Click on File and scroll down until you reach the Print Ctrl P option Microsoft Excel Viewer NX 110128 110128 Submi Development 20110128226 le Edit View Window Help Open Ctri O Open for Editing Close Page Setup Set Print Area Clear Print Area Print Preview Print Ctrl P l XMX 110128 110128 Submi Development 201 2 XMX 110128 110128 Submi Development 201 3 XMX 110128 110128 Cash Development 2011 ANE 110127 110127 Submi Development 201 Exit Printer Name cu HP LaserJet M3055 MFP PCL 6 Status Idle Type HP LaserJet M3035 MFP PCL 6 Where HPDIU 192 168 0 7 Comment Print range i Al Page s From Print what O Active sheet
52. 16 Cheque 15 00 0 00 15 00 Paid 9999999999 00 005613 5613 2011 03 15 2011 03 16 Cheque 430 00 0 00 430 00 1 622 11 0 00 1 622 11 Total pending 0 00 0 00 0 00 Total Paid 1 622 11 0 00 1 622 11 Cf report Non Editable Legal Phone 0861 NEXION for support http w ww nexion co za Report File NX 110315 110316 Submi Development 20110316513909 xls 2011 03 16 Time 11 31 38 Any transactions done after cash up will remain pending until such time when the next deposit is recorded A Deposited transactions status s have been changed to paid B Transactions recorded after deposit will remain pending until next cash up C A breakdown of pending and paid totals will be reflected For Submission Development Date Range From 2011 03 17 ST ee Cash flow management Solved Tab Cash A Paid 9999999999 00 005618 lt 5618 gt 5 DEB1 2011 03 17 2011 03 17 Cash 1 50 0 00 1 50 gt Paid 9999999999 00 005619 5619 2011 0347 2011 03 17 Cash 20 00 0 00 20 00 Paid 9999999999 00 005621 5621 2011 03 17 2011 03 17 Cash 150 00 0 00 150 00 Paid 9999999999 00 005620 5620 2011 03 17 2011 03 17 Cheque 430 00 0 00 430 00 Pending 9999999999 00 005623 5623 2011 0347 2011 03 17 Cash 50 00 0 00 50 00 py Pending 9999999999 00 005624 5624 2011 03 17 2011 03 17 Cash 50 00 0 00 50 00 B Pending 9999999999 00 005622 5622 2011 03 17 2011 03 17 Cheque 20 00 0 00 20 00 721 50 0 00 721 50 Total pending 120 00 0 00
53. 382 03 10 74 26 Bank 12 2 885 30 65 78 2 819 52 0 00 0 00 0 00 2 885 30 65 78 2 81 27 Card 72 31 898 13 387 94 31 510 19 0 00 0 00 0 00 31 898 13 387 94 31 51 28 Cash 87 10 714 23 0 00 10 714 23 3 794 15 0 00 3 794 15 6 920 08 0 00 6 92 29 30 Thisreportis Non Editable Legal Phone 0861 NEXION for support http www nexion co za 31 Report Filename SummaryOfSummeries 1 20110509505598 xls Date 2011 05 09 Time 12 44 36 32 33 34 35 36 1 37 38 M Development Summary of summaries lt j Ready NUM Selecting any other tab will display the transactions for a specific licensee registered at that site FAI i 4 Summary Dr B Smith Dr C Smith Draw AutoShapesy N 1 9 Z5 alli d uar A of Summaries Dr A Smith Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Printing Reports Print Current Tab To print a specific Tab do the following 1 Click on File and scroll down until you reach the Print Ctrl P option Bl Microsoft Excel Viewer NX 110128 110128 Submi Development 20110128226 File Edit View Window Help Open Ciro Open for Editing Close A Page Setup 5 Set Print Area 6 Clear Print Area f Print Preview Print Ctrl P 10 1 4NX 110128 110128 Submi Development 201 E 2 XMX
54. 61 639466 Version 3 6 1 D Enter the CVV2 the last 3 numbers on the back of the card Auth id is only when a phone authorization was obtained from the bank see quicklinks page Xx nxAgent version 3 5 0 5 5271 1234 1234 1234 Expiry Date 13 mmyy CW2 123 D Auth id Budget 7 Fora Budget transaction tick the use budget facility box and select the number of months for the transaction Select the Ok button to confirm that you wish continue with the manual transaction Selecting the Cancel button will cancel the transaction nxAgent version 3 5 0 5 5221 1234 1234 1234 Expiry Date 05 13 mmyy CW 123 Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 8 Select Card imprint obtained tick box nxAgent version 3 5 0 5 Tipe 522 1234 1234 1234 Expiry Date 05 13 CVVZE 123 Budget use budget facility onte Card imprint obtained Cancel Please Note If the tick box is not checked the following warning message will be displayed To avoid chargebacks an imprint of the card and signature must be obtained 9 Select the Ok button to confirm that you wish continue with the manual transaction Selecting the Cancel button will cancel the transaction 10 Two receipts will automatically be printed to your default printer Receipt settings see chapter 14 NOTE if th
55. 776567898776 nnnn bbbb 1897987987 92129978540 632005 189 mrs b 8607160201087 62255439442 201709 190 22 00071535462 632005 191 MR test bot 67890987 92129978654 360000 2011 02 02 12 00 00 1 185 Mrs Bronwyn Leeman 8607160201087 0071535462 201708 2011 02 09 12 00 00 AM 1 3607160207087 2011 02 08 12 0000AM 1 194 Miss Melanie Pieterse 8904040249083 62255439442 201709 2011 02 08 12 00 00 1 Cinda Coetzee 8008265142086 0071535462 123456 2011 02 10 12 00 00 AM 1 Acctest 123456 7890 92129978540 360000 2011 02 02 12 00 00 1 Randythere HandyAndy 8002316152086 00123456789 020009 2011 02 10 12 00 00 1 Craig Furter 1111111111111 12312312311231 Craig Furter 1111111111111 123112312313563 n 4 The Register Stop Order Party screen is displayed see chapter on registering a stop order party Stop Order Party Registration Merchant Merchant Ref Acc Holder ID No Acc Holder Title Acc Holder Name Bronwyn Acc Holder Sumame Leeman Bank Name FNB Account Number 62201234512 Branch Code 201709 Account type Cheque Account Name 6 Leeman ACB Test Mandate Date 2011 02 08 gl Mandate Attached Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 B User Maintenance Changing your password first time user After Initial log on the user password needs to be changed to do this 1 From the Nexion Main Menu select the
56. 9 Authid 992281 Merchant ID g gOGOOZz19O00000Oz Terminal ID g gOOOOOOTl Credit BAAL ee ee eee 2111 430 00 I agree to pay this amount as per my cardholder agreement Cardholder Signature Please Note Nexion will only print a failed receipt if your standalone has been set to print failures nxAgent version 3 5 0 4 Declined Credit Card Transaction Declined Card Receipt Merchant Development 10 Hill Street Pineland DEVBEFO1 2011 04 28 12 47 14 riea3rd cr Hexion Ref m zi Declined code Credit 2090099009041 01 0 HoO4o02z08o000 E800 FE21CE0E 855865013 Zurthrd APP AID TVE TSI TC Merchant ID Terminal ID 00000213 000000 00000005 Powered by Neaxiorn Please Note It is vital that you look at the Declined code next to the Auth ID so that technical support can help identify and fix the problem Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Successful Cash amp Cheque Receipts nx gent version 3 5 0 Buccessful Cash Transaction Merchant Development 10 Hill Street Pineland License DEVBEFO1 2011 04 25 13 53 06 riexi ori Cash Receipt Tram Ret DEB 01820 Mem Ret J Smith Hexion Ref 005951 21213 ld 005951 Meircharnt Terminal 2000202001 SL rb R 150 00 Powered by Mexiorn Successtul EFT Transaction Merchant Development 10 Hill Street Pineland Li
57. D PAYMENTS CARD NOT PRESENT e Standalone Users follow Step 1 14 to process a card transaction e Integrated Users will initiate transactions from the Practice Management System See your relevant appendix for details on how to initiate payments using your Practice Management oystem and start using this user manual at step 5 below e Nexion is currently integrated with the following Practice Management Systems Medemass Elixir Healthfocus Eminance Good Vericlaim Please Note Always ensure that your printer is switched on and has enough paper Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 1 From the Nexion Main Menu select Process Standalone Transaction File Tasks Settings Menu Options Payment Salulrams Obtain Pre authorization Register Stop Order Party Deposit Cash amp Cheque 2 Choose a merchant to be credited on this transaction from the drop down box If only one merchant is registered on your site drop down will default to the correct merchant Payment Solutions Transaction Ret Member Ref Bank Auth Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 in transaction amount nexion Payment d Transaction Ref Member Ref 4 Typein Transaction Ref This can be an invoice or file number
58. E CASE OF A CHARGEBACK AND THE PATIENT RETAINS THE OTHER COPY 10 The receipt will also be displayed on your PC screen to finalize the transaction click on Complete Clicking on Copy will create a copy of the receipt for pasting to a file see Chapter 14 Clicking on Reprint will reprint the receipts In case of printer malfunction see Chapter 14 nxAgent version 3 5 0 2 Successful Credit Card Transaction Merchant Development 10 Mall StreetPineland DEVBEFOL1 2011 02 10 14 13 45 Derick Card Payment Receipt d Smith DEB 018Z 905312 90350 z goaoaozrisoooooaoz z OBgGOOOOOOl Credit E eke ae o a 1234 BR 430 00 I agree to pay this amount as per my cardholder agreement Cardholder Powered by Mexion Integrated users Successful transactions will post to patient record at this point Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Chapter 4 Processing Manual Credit Card Transactions Card not present There are two reasons why a card transaction would be processed manually card not swiped A Your system may be down or your connection to the Internet may be down 1 Client completes MANUAL CREDIT CARD TRANSACTION FORM Ensure that this form is signed and you have an imprint of the card Manual credit card transaction form See Appendix 2 Page 2 Verify that all details filled in match the ac
59. EFUND APPLICATION FORM Nexion SA Pty Ltd Tel 0861 639466 MANUAL CREDIT OR aci Email member nexion co za REFUND APPLICATION MO6 Christiaan Barnard Memorial Hospital 181 Longmarket Street Cape Town 8001 South Africa 1 INSTRUCTIONS Please complete in BLOCK LETTERS and fax signed form to Nexion Fax 086 654 6236 or call 0861 639 466 for assistance Original must be kept on file Date 2 PERSONAL DETAILS Provide details of account holder Name Surname 0 0 Mobile 0 Email 3 ADDRESS DETAILS Provide an address for account holder Address Type circle one Residential Postal Business Other Address line 1 Suburb Address line 2 Postal Code 4 CARD DETAILS Provide details of card to be credited refunded CARD TYPE VISA MASTERCARD DINERS AMEX Expiry Date J Bank Name Card Holder Last 3 digit back of card 5 DETAILS OF TRANSACTION BEING CREDITED OR REFUNDED DATE OF TRANSACTION AMOUNT TO BE CREDITED TRANSACTION REFERENCE MEMBER REFERENCE LICENCEE NAME CONTACT PERSON 6 LEGAL I we understand and agree that I we are ultimately responsible for the entire bill for goods and services rendered I we hereby request instruct and authorize you to draw against my our account with the abovementioned bank or any other bank or branch to which I we may transfer my our account or cr
60. ING For the price of a credit card facility alone Nexion automatically captures and processes all payment types including credit cards stop orders cash cheques EFT and medical aid bulk receipts from one interface replacing manual processes and eliminating the potential for errors and fraud CASH FLOW VISIBILITY Nexion provides a real time overview of a practice s or practitioner s cash flow from anywhere the software is loaded Nexion seamlessly generates the necessary reports to reconcile and balance the practice management system and bank accounts with the click of a button CASH FLOW FLEXIBILITY Nexion manages the cash flow of complex practices with multiple profit centres multiple individual practitioners and or multiple bank accounts for ultimate cash flow control and flexibility Nexion is a customer centric company that is dedicated to delivering affordable yet effective cash flow management solutions to its customers The Nexion Solution empowers customers such as small businesses to proactively manage their cash flow by enabling them to accept all payment types while minimising administration and where possible integrating into their existing systems Nexion works with similar trustworthy best of breed partners to deliver on its promises and to exceed customer expectation Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Chapter 2 Getting Started
61. Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 3 The Receipts Settings screen will be displayed Select the desired printer type e Slip Printer Windows Printer x Receipt Settings E Receipts Cash Drawer Printer Slip Printer A Windows Printer B HP LaserJet M3035MFPPCL6 Canoe 4 Select the desired printer from the dropdown list e A Do atest print e Select Save g Receipt Settings hs Slip Printer HP LaserJet M3035 MFP PCL 6 hd Windows Printer VENDOR THERMAL PRINTER COPY VENDOR THERMAL PRINTER Microsoft XPS Document Writer Note Wrter HP LaserJet M3035 MFP PCL 6 Fax Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 5 A settings saved screen will be displayed Select OK to continue Settings saved Navigating the system The Main Menu gt g Standalone 3 5 0 2 File Tasks Settings Menu Options X Q Process Standalone Transaction Payment Solutions Obtain Pre authorization Generate Reports Register Stop Order Party Reprint Receipts Deposit Cash amp Cheque Process Refund Buttons on the Main Menu Screen Process Standalone Transactions Provides access to the payments screen where you can
62. Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 7 Select the transaction type from the drop down 8 Select the Cycle Period from the drop down Destination Email Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 9 Select the status from the drop down Repot Tipe Ton Cater Destination Email bleeman nexion co za Send Test Email Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 11 Type in the Destination Email address ENT Report Report Type Submission Destination Email bleeman nexion co Send Test Email cense Cancel 12 Select Send Test Email Destination Email bleeman nexwon co za Send Test Email Email sent successfully 14 Select lt OK gt and the user is returned to the Schedule Report screen to subscribe to more reports To return to the main menu select lt Cancel gt Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Chapter 16 Frequently asked questions Top 10 Problem Calls Q Credit card machine screen is Blank and only shows the lightning sign A Make sure that all cables are securely plugged in If your Terminal is connected with a USB then please make sure the USB i
63. Response Received Too Late AD Refer to extended response code in message This is used when a gateway returns response codes that are required to be displayed to the user AE MessageSequence Error S Jo AF Gateway Authorization Failure Functionality Not Supported 70 jJ B1 Invalid Issue Confirmation Reference 00000 Poo B2 No Reconciliation Entries Found Copyright Nexion SA Pty User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Chapter 18 Training Tools Getting the most out of Nexion Nexion training philosophy is to make training available to all users on demand and at no additional cost In order to optimize retention Nexion has reduced training to small 20 30 minute telephonic sessions that can be scheduled at your convenience We recommend that trainees have a computer with an internet connection and a phone line available for each training session Once Nexion is installed the next stage is for you to get Nexion training a training consultant will be contacting you to schedule an appointment Nexion provides three training modules each dedicated to specific user profiles Cashier training For users that will be processing transactions on Nexion Practice Manager Training For users that will use Nexion to manage your cash flow Ongoing Training For refresher training on above mo
64. Schedule Report screen will be displayed zm Scheduled Report Cycle Period Daily 5 Select the report you wish to be subscribed to from the drop down Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 6 Select the transaction category from the drop down 7 Select the transaction type from the drop down Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 8 Select the Cycle Period from the drop down Send Test Email Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 10 Select Licensee from the drop down Report Type Ton Category Cycle Period Destination Email bleemant amp nexion ca za 5end est Email 11 Type in the Destination Email address Es Scheduled Report jm Destination Email bleeman amp nexion co za Send Test Email Copyright Nexion SA Pty Ltd Version 3 6 1 User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 12 Select Send Test Email Destination Email bleemantnexion co za 5end est Email 13 An Email Sent Successfully message will be displayed Select lt OK gt and the user is returned to the Schedule Report screen to subscribe to more reports To return to the main menu select C
65. T to Bank Acc Please Note Please refer to Refund Process Table below for the process to be followed for the variou transaction types REFUND PROCESS TABLE Transaction type to be Refunded Reversed Current Transaction Processing reversal Entry errors Status Refund possible using following Transaction types Cardo Edit request to Nexion to remove Cash EFT ENSURE CHECK HAS q CLEARED PRIOR TO REFUNDING Credit Card Cash EFT P fund when ref Medical Aid rocess as refund when refund appears on Statement i j Refund not applicable Edi ACB Pending Edit request to Nexion to remove d cable Edit request to Nexion to remove Low pom Please Note Debit cards cannot be refunded to the card that was used for the original transaction or any other card however it may be refunded by cash or EFT Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Refunds cannot be processed for an amount greater than the original transaction although the amount may be edited for a partial refund less than original amount In order to process a refund you will need to obtain the Nexion ref or receipt for the transaction to be refunded To obtain the Nexion refi A Generate a submission report for the original transaction date A Total Transactions 22 Payment Response Status Card No or Member Name Code NexionRef jo 00
66. Transaction Ref Member Ref test net exception test pre auth report test amex test test test diners data test tst pre tst find cvv look for id Obtain preauth dc tst pre m If the amount processed is greater than the Pre Authorization obtained an error message will display the maximum amount allowed to process the Pre Authorization Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Note that the receipt will have the original Pre Auths Trxn ref Member Ref amp Nexion Ref in brackets nxAgent wersion 3 5 0 4 Successful Credit Card Transaction Merchant Development 10 Hill Street Pineland DEWVREFOL 2011 03 22 15 28 57 Receipt 56861 DEE 01820 DEB 01820 LI Smith J Smith 1 o Terminal LIED Credit n TET 1 0200 T agree to pay this amount as Per my cardholder agreement Cardholder Signature Bowered by Beard or Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions 12 nexion Successful Credit Card Merchant Developm 10 Mili StreetPineland Date 2011 16 Username Derick m s o3 xs Card Payment Receipt 2m Ret Trxn Ref mastercard Trans ID 00551 d erchant ID 000002190000002 Termina ID 00000001 redit Card
67. ab will display all transactions for all Licensees File Edit View Window Help 0 A B C D E F E H I J K L 1 2 Submission 3 For All 4 I n Date Range From 2011 04 01 5 nex I e To 2011 05 09 Cash flow management Solved 6 weed Tab Summary of summaries 7 8 9 10 ae ee ee Ge ee Paid 11 Ta PaymentType _ Q TrxnAmount Fees NettAmount TrxnAmount Fees NettAmount Amount Fees Nett Amou 12 ACB 53 33 770 00 385 60 33 384 40 22 646 74 3 57 22 643 17 11 123 26 382 03 10 74 13 Bank EFT 8 1 752 00 39 94 1 712 06 0 00 0 00 0 00 1 752 00 39 94 1 71 14 Bank Medical Aid 4 1 133 30 25 84 1 107 46 0 00 0 00 0 00 1 133 30 25 84 1 10 15 1 30 13 0 68 29 45 0 00 0 00 0 00 30 13 0 68 2 16 Debit Cards 13 1 052 10 35 96 1 016 14 0 00 0 00 0 00 1 052 10 35 96 1 01 17 Diners 1 1 00 0 02 0 98 0 00 0 00 0 00 1 00 0 02 18 Master Card 33 17 150 27 195 51 16 954 76 0 00 0 00 0 00 17 150 27 195 51 16 95 19 Other 4 415 00 4 74 410 26 0 00 0 00 0 00 415 00 4 74 41 20 Card Visa 20 13 249 63 151 03 13 098 60 0 00 0 00 0 00 13 249 63 151 03 13 09 21 Cash Cash 71 6 501 02 0 00 6 501 02 861 15 0 00 861 15 5 639 87 0 00 5 63 22 Cash 16 4 213 21 0 00 4 213 21 2 933 00 0 00 2 933 00 1 280 21 0 00 1 28 23 79 267 66 839 32 78 428 34 26 440 89 3 57 26 437 32 _ 52 826 77 835 75 51 991 24 25 ACB 53 33 770 00 385 60 33 384 40 22 646 74 3 57 22 643 17 11 123 26
68. action Summary Subtotals by transaction type and status Tab Total Summary Subtotals by tab and status Totals Totals Qty The number of transactions Total Amount Pending Paid Pending Processed not paid Paid Transactions paid Torr I Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Transaction Category Detail Tabs All Transaction Detail Tabs have a similar layout as demonstrated in the Card Tab example below 4p G D E F G H J K L Submission Report p For Drs L Botha Keys Pelimkakais Du Toit Date Range From 2009 10 14 Payment Soluti To 2009 10 21 Tab Cards Cash flow management Solved 12 Paid 3770 6554 lt 4798 gt Amex Crd 19 10 2009 21 1 Amex Diners 396 78 13 Paid 6007 0027 E BANKER 4764 000001 39 14 10 2009 19 10 2009 Debit Cards 1 400 00 51 30 1348 70 Test the Member reference field Testthe size of the Transaction and see if reports displays the reference field and check 14 Paid 6007 20027 00 BANKER 4775 full captured data reports 15 10 2009 19 10 2009 Debit Cards 10 000 00 345 42 9 654 58 15 6007 00 BANKER 4783 djc tst 15 10 2009 19 10 2009 Debit Cards 4 220 00 45 14 1174 86 16 Paid 6007 27 00 BANKER 4797 Dt Savings Crd 19 10 2009 21 10 2009 Debit Cards 300 00 13 68 286 32 17 Paid 3660 3322
69. ancel Email sent successfully Settings Tab Select the Settings to A change Receipt settings B Cash Drawer settings and C Printer settings Standalone 3 5 02 File Tasks Settings Receipts Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 A Receipt Settings 1 Select the Settings tab from the top bar of your main menu 2 Standalone 3 5 0 2 e File Tasks Settings hexion Payment Salutians h ji 2 Select Receipts from the drop down menu v Standalone 3502 leh File Tasks Settings Receipts nexion Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 3 The Receipts Settings screen will be displayed Select your desired settings and Save Receipt Settings 3 2 Receipts printed on page in Landscape view 1 Receipt 2 Receipt one per page No Receipts Cash 2 Receipts printed on one page in Landscape view 1 Receipt 2 Receipt one per page No Receipts Card 2 Receipts printed on page in Landscape view 1 Receipt 2 Receipt one per page Stop Order 2 Receipts printed on one page in Landscape view 2 1 Receipt 2 Receipt one per page Failures 2
70. ay this amount as per my cardholder agreement Cardholder Powered by Hexion Integrated users Successful transactions will post to patient record at this point Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Printing Nexion uses 2 types of printers to print receipts a thermal printer and a desktop default printer Please Note Nexion supports the following thermal printers Epson TMTS88IV thermal printer with auto cut Till Roll size 80mm X 83mm Posiflex PP8000II thermal printer with auto cut Till Roll size 80mm X 83mm Partner RP320 thermal printer with auto cut Till Roll size 80mm X 83mm For further information on purchasing a thermal printer please contact Nexion on 27 21 510 0240 Thermal Printer The thermal printer is an inkless printing system that prints on thermal till roll paper similar to the way fax paper is printed on A thermal printer provides you with a paper conscious alternative to desktop A4 size printing When using a thermal printer solution only receipts are printed to this printer and reports are printed to your default desktop printer Desktop Printer The desktop printer uses ink or toner to print onto an A4 size paper This is usually attached to your computer via USB or Network point and is usually set as your default printer Setup options for a desktop default printer number of receipts Nexion allows you to c
71. card 3713 1000 142618 20110420 368476 20000 Test Pre Auth Amex Bronwyn card 3713 1000 164435 20110420 368477 2000 test amex swipe Bronwyn card 3713 1000 164639 20110420 368475 2000 vest amex CNP Bronwyn card 3713 1000 164846 20110420 368481 5000 368476 Test Pre Auth Amex t Bronwyn Amex Bronwyn card 3713 1000 165010 20110420 368486 1550 368481 3 8476 Test Pre Aut Bromwyn Amex Bronwyn CHP card 3713 1000 165518 20110420 368492 1000 test visa chip card 4923 4344 170445 20110420 368493 1000 Test NB Visa CNP card 4923 4344 170719 20110420 368435 30000 Chigp visa B card 1323 4344 170842 20110420 368493 1000 368453 Test NB Visa CNP ref card 4923 4344 171422 20110421 368737 050 test debit b card 5036 4015 120220 20110428 43000 fail 124714 20110428 005547 12000 TEST CARD IMPRINT card 5221 4412 120133 20110428 005948 43000 DEB 0 J Smith card 4277 0470 124616 20110428 005949 43000 DEB 0 J Smith card 5221 9111 124805 20110428 005950 43000 DEB 0 J Smith card 4790 B573 133732 20110428 005951 15000 DEB 0 J Smith cash 9399 9959 135306 20110428 005952 43000 DEB 0 SAMNUMED cash 9999 9999 142531 20110428 005954 43000 DEB 01820 J Smith bank 99999999 14323 20110429 005955 43000 acb 6279 1264 112316 LastSlip x P me _ 9 Selecting Cancel returns the user to the Main Menu Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Chapter 15 Report
72. cate the reason for the transaction being declined Your quick links guide has a table enabling you to determine the cause of the failure and to reprocess if an error was made Below find a list of Common Bank errors Code 01 Call Nexion or number on back of card for a manual authorization Code 55 Incorrect Pin Code 51 Insufficient Funds Try a lower amount or select a budget period Code 14 Processed as incorrect card type Code 96 Communication Error call Nexion to reset your terminal Code 91 Issuer or Switch inoperative Internet connection might be down Code 68 Response received to late Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Chapter 14 Receipts Nexion creates a different receipt for each transaction type i e Card Cash Cheque Medical Aid EFT Pre Authorization Refunds and Stop Orders These receipts replace all your manual processes and are captured onto your Nexion reports for ease of reconciliation Your Nexion receipts are preconfigured to your specification prior to installation Should your receipt information change please contact the Nexion Technical Help Desk to arrange an update on 0861 NEXION 639 466 Nexion generates a receipt on completion of a successful transaction and optionally a receipt for a declined transaction A declined transaction means that the payment was not processed successfully and that no fu
73. ccount holders name if the account holder is different to the patient Stop Order Party Registration Your Acc Holder Ref J Smith Acc Holder ID Mo Ace Holder Title Acc Holder Name Acc Holder Sumame Bank Name Account Number Branch Code recount pe Le Account Name Mandate Date 2011 04 05 Mandate of Accountholder and Identity document is on file 5 the account holders details as indicated below Stop Order Party Registration Your Acc Holder Ref Acc Holder ID Mo Acc Holder Title Acc Holder Mame Acc Holder Sumame Bank Mame Account Mumber Branch Code Account type Account Mame Mandate Date 2011 04 05 E F Mandate of and Identity document is on file Cancel Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 6 Select the bank from the drop down list if the bank is not listed type in the name of the bank it will save automatically Stop Order Party Registration Licensee Your Acc Holder Ref Acc Holder ID No Acc Holder Title Acc Holder Name Acc Holder Sumame Bank Name Account Number Branch Code Account type Account Name Mandate Date E 7 in the account number J Smith 8607160203085 Mrs 20 Twenty ABSA Bidvest Bank Capitec Bank Citibank FNB Grindrod Bank HSBC Investec Bank Nedbank Pep Bank Mandate of Ac Post Bank document is or Standard Bank Unibank VBS Mutual Post Office
74. cense Date Username DEVBREFO1 2011 04 26 14 30 25 ori EFT Receipt Ret Mem Ret Neariocri Ref DEE 01820 J Smith 005953 S4uthiad 005953 Merchant oo00002z1590000002 ooo0o00001 430 00 Powered by Hexion Copyright Nexion SA Pty Ltd Nexion Call Centre 0861 639466 Successful Cheque Transaction Merchant Development 10 Mill Street Pineland DEWHEFFOI 2011 04 28 14 25 31 rieari cr Date Username Cheque Receipt Tran Ref DER 01820 Mem Ret SAHWUHED Hexion Ref 00595 00595 0000213000000 00000001 R 430 00 In the event of cheque not clearing merchant retains the right to charge bank Fees Powered by nxAgent version 3 5 0 4 Successful Medical Aid Transaction Merchant Development 10 Hill StreetPinelarnd DEWVEHEFOI 2011 04 28 14 32 34 nebrion DEB 01820 J Smith 005954 005954 00000219000000 00000001 430 00 Powered by Nexion Version 3 6 1 User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Successful Stop Order Receipt nxAgent version 3 5 0 4 Successful Direct Debit Transaction Merchant Development 10 Mill StreetPineland DEVBEFOL 2011 04 29 11 23 16 rieari or Processed Hexion Ref 005955 Authid 005955 DEVBEFOL 00000001 License Terminal ID Amount Repayments BR 430 00 Powered by Neaxiorn Selecti
75. d Transaction Ref DEB 01820 Nexion Ref 227221 Format Status 3 Select Generate to generate a report i Search criteria Member Ref J Smith Ed Transaction Ref DEB 01820 Nexion Ref 33 221 Format noneditable Status All Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 4 An Excel spread sheet report will be displayed on your screen 1 E m ZR Microsoft Excel Viewer SummaryOfSummeries_1_20110509072128 File Edit View Window Help Submission For Development Date Range From 2011 05 06 rr rti aii To 2011 05 06 Tab Summary Cash flow management Solved volved Totals E Ic pc NEM Tab QTY Fees NettAmount TrxnAmount Fees MNettAmount Amount Fees MNettAmount 12 Card Master Card 1 2 000 00 22 80 1 977 20 0 00 0 00 0 00 2 000 00 22 80 1 977 20 13 Cash Cash 3 6 15 0 00 6 15 6 15 0 00 6 15 0 00 0 00 0 00 14 Cash Cheque 1 1 00 0 00 1 00 1 00 0 00 1 00 0 00 0 00 0 00 15 2 007 15 22 80 1 984 35 7 15 0 00 7 15 2 000 00 22 80 1 977 20 16 17 1 2 000 00 22 80 1 977 20 0 00 0 00 0 00 2 000 00 22 80 1 977 20 18 Cash 4 7 15 0 00 7 15 7 15 0 00 7 15 0 00 0 00 0 00 19 20 This Editable Legal Phone 0861 NEXION for support http www w nexion co za 21 Report Filename SummaryOfSummeries 1 20110509072128 xls Date 2011 05 Time 10 25 10 ZS
76. dules or for new users We have broken down each module into smaller training sessions please find below a detailed training menu we encourage you to schedule additional sessions when you need a refresher or when you are ready to proceed to the next level Module 1 Cashier Training For all users who process transactions oession a Nexion orientation and basic transaction training Which features are available in Nexion and how does it affect my work Review of Nexion user materials Review of Nexion screens Getting Manual Authorizations why when and how Resetting your Password and Setting up receipt options Processing a Credit Card on Standalone Processing a Cash transaction on Standalone Basic reporting Recommended Daily Tasks PCI Card Data Security session b Integrated vs Standalone transactions for integrated users only Refunds and Manual transactions Collecting debt using Nexion Module 2 Practice Manager Training For users that will use Nexion to manage your cash flow Session a Reconciling Nexion submission report to your Practice Management system or Debtors system Reconciling Nexion cash report to your Bank accounts Unallocated payments and pending payments Editable vs un editable reports Balancing your till Checking Journal credits Daily processes and month end PCI Card Data Security session b Integrated vs Standalone for integrated users only Collecting my debt using Nexion Module 3 Ongoing training For all
77. e User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 8 The Register Debit Order Party screen will be displayed See chapter 11 on registering a debit order party Stop Order Party Registration Licensee Your Acc Holder Ref Acc Holder ID No Acc Holder Title Acc Holder Name Holder Sumame Bank Name Account Number Branch Code Account Name Mandate Date 2011 05 11 E gt F Mandate of Accounthalder and Identity document is on file 9 Insert the Payment period amount of months the transaction amount will be spread over In the event of selecting 1 the entire amount will be debited in one transaction Payment Period 1 Stat 2011 02 01 Cycle Date 1 of the month 10 Choose a starting date for the transaction date the first debit will be made all subsequent payments will be deducted on the same day of the month Cycle Date Note that if this date is a weekend or holiday the system will debit the account on the next bank date nxAgent version 3 5 0 3 Payment Period 1 Stat 2011 02 01 Cycle Date 1 of the month Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 11 Click on the Process button to process the transaction nxAgent version 3 5 0 3 Payment Period 1 Stat 2011 02 01 Cycle Date 1 of the month 13 Two receipts will automatically be printed
78. e receipt indicates DECLINED the transaction did not complete successfully For explanation on decline codes see chapter 17 Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 THE MERCHANT RETAINS A SIGNED COPY AS WELL AS AN IMPRINT OF THE CARD THIS COPY MUST BE FILED AS IT MAY BE REQUIRED IN THE CASE OF A CHARGEBACK AND THE PATIENT RETAINS THE OTHER COPY 7 4 Client Signature 4 Card Imprint Note if budget was selected for the transaction the amount of months should reflect on the receipt nexion Successful Credit Card Transaction Merchant Development 10 Hill StreetPineland License DEVEREFOI Date 2011 05 16 11 34 56 Username nexion Card Payment Receipt Tran Ref DER 01820 Mem Ref J Smith Hexion Ret 005999 amp uthid 120612 Merchant ID 00021500000 Terminal ID 000000071 Card Type Credit Card p 1233 AMOUNT ER 430 Budget agree to pay iis amount as per my I ag t y th t Y Cardholder agreement Cardholder Powered by Nexion Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 11 The receipt will also be displayed on your PC screen to finalize the transaction click on Complete Clicking on Copy will create a copy of the receipt for pasting to a file see Chapter 14 Clicking on Reprint will
79. ed see Appendix 1 Page This form along with a copy of the client s ID must be kept on file 1 From the Nexion Main Menu select Register Debit Order Party gt g Standalone 3 5 0 2 File Tasks Settings Register Stop Order Party Reprint Receipts Deposit Cash amp Cheque Process Hefund Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 2 The Stop Order Party Registration screen will be displayed Stop Order Party Registration Merchant Merchant Ref Acc Holder ID Mo Acc Holder Title Acc Holder Name Acc Holder Sumame Bank Mame Account Number Branch Code Acme v Account Name Mandate Date 2011 03 23 eal F Mandate of Accountholder and Identity document is on file 3 Select the correct licensee from the drop down list for the member to be registered to If only one licensee is registered on your site drop down will default to the correct merchant Stop Order Party Registration Merchant Ref Drs L Botha amp Du Tot Ace Holder ID No Acc Holder Title Acc Holder Name Bank Name Account Number Branch Code Account type bmm Account Name Mandate Date 2011 03 23 g F Mandate of Accountholder and Identity document is on file Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 4 Type Your Account Holder Ref This can be the a
80. edit card in respect of all sums which now or in the future may be or become due and payable by me howsoever arising and will continue until termination of our agreement or until cancelled by me us in writing All such withdrawals from my our bank account or credit card by you shall be treated as though they had been signed by me us personally I we understand that the withdrawals hereby authorized will be processed through a computerized system provided by Nexion SA Pty Limited and by the South African Banks and I We also understand that details of each withdrawal will be printed on my our bank or credit card statement or on an accompanying voucher I we agree to pay any bank charges relating to this debit order credit card instruction In the event of any rejection of this debit order due to lack of funds or any other reason under my our control a penalty of R100 00 will be levied This authority may be cancelled by me us by giving you thirty days notice in writing sent by prepaid registered post I we understand that I we shall not be entitled to any refund of amounts which you have withdrawn while this authority was in force if such amounts were legally owing to you Receipt of this instruction by you shall be regarded as receipt thereof by my our bank whichever it is or will be ASSIGNMENT I we acknowledge that the party hereby authorized to effect the drawing s against my our bank account or credit card may not cede or assign any of its rights
81. em See your relevant appendix for details on how to initiate payments using your Practice Management System and start using this user manual at step 5 below e Nexion is currently integrated with the following Practice Management Systems Medemass Elixir Healthfocus Eminance GoodX Vericlaim Please Note Always ensure that your printer is switched on and has enough paper Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 1 From the Nexion Main Menu select Process Standalone Transaction File Tasks Settings Process Standalone Transaction Payment Solutions Register Stop Order Party Deposit Cash amp Cheque Process Refund 2 Choose the appropriate licensee to be credited for this transaction from the drop down box If only one merchant is registered on your site drop down will default to the correct merchant Payment amp nlutlana Process Cash or Cheque Transaction Ref Process EFT to Bank Member Ref Bank Auth Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 1 Typein transaction amount Payment amp alutlong Transaction Rett Member Ref 4 Typein Transaction Ref This can be an invoice or file number and Member Ref This can be your client s name These references will allow you to identify the transaction o
82. ers Successful transactions will post to patient record at this point User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Chapter 7 Processing Cash or Cheque Transactions Nexion allows you to receipt your Cash and Cheque s that have been paid at your cashier Transactions will reflect on your reports and assist you in balancing your bank account to your practice management system Both Cash and Cheque payments are receipted on NEXION on receipt from client WE assume that you deposit cash on a daily basis e Integrated users can receipt Cash amp Cheque transactions and post to the practice management system through the integration module Unidentified Cheque s are receipted using the Nexion standalone module and posted when they are identified Unidentified Receipts are filed in the UNALLOCATED file until they are identified and posted manually Posting can be done from the receipts OR the submission report When posting manually take care to post to the date funds were received e Non integrated users receipt all Cheque s using Nexion standalone module In order to determine cash on hand print a submission report for transaction type CASH with from date being the day after last deposit through today s date PROCESSING CASH AND CHEQUE PAYMENTS e Standalone Users follow Step 1 6 to process a cash transaction e Integrated Users will initiate transactions from your Practice Management Syst
83. es ere g Ow ovo torte fo ery tT Darty peg weer comer fe eet rod port Neate aoe gw to Ta ipertiec Servos nan io wrerve non ep a Cet nita ow t bap temen Ames ect reed FOR OFFICE USE ONLY ideaan tne Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 APPENDIX 2 SAMPLE MANUAL TRANSACTION FORM Nexion SA Pty Ltd Tel 0061 639 466 Fax 066 632 4835 Email member P nexion co za Civistiaan Barnard Memorial Hospital 181 Longrnarket Streel Cape Town Sent 8001 South Africa 1 INSTRUCTIONS Please complete BLOCK LETTERS and tax signed form to Nexton 096 632 4835 or call 0851 639 466 tor assistance Orignal must be on fle This transaction will be contirmed by receipt within one working Please contact us on 0861 639 466 you do mot receive a receipt 2 CARDHOLDER DETAILS ID Number N i Li exion o SS Name For NEXION Direct debit clients account START DATE First deduction Provide details tor rect debt transactions Number of months number of deductions max 18 amp am amm mm wm wm wm wm eee es es ee eee ee ee ee ee
84. h Deposit Detail report will automatically generate and be displayed on your screen Defaults to Summary Tab Cash Deposit Detail p For Development M Date Rar From 2011 03 16 C r 1 ash flow management Solved AX O 2011 03 16 g bu Tab Summary Pending Paid Tab e e TrxnAmount Fees WettAmount Amount Fees NettAmount Cash Cash 10 00 0 00 10 00 0 00 0 00 0 00 10 00 0 00 10 00 10 00 0 00 10 00 0 00 0 00 0 00 10 00 0 00 10 00 10 00 0 00 10 00 0 00 0 00 0 00 10 00 0 00 10 00 Cash 1 This repo Non Editable Legal Phone 0861 NEXION for support http w w w nexion co za Report Fil NX 110316 110318 Submi Development 2011031817303 xls Date 2011 03 16 Time 02 34 16 8 The Summary Tab summarises the cash and cheque transactions captured for the date range selected Cash Deposit Detail AS For Development Date Rang From 2011 03 15 r 1 Cx Or M TET Cash flow management Solved Bu Tab Summary y y Totas Pendng Tab PementType TnmAmoum Fees _ Nett Amownt Tm Amownt Fees NettAmeunt Amount Fees Nett Amount _ 6 877 11 0 00 877 11 0 00 871 11 0 00 877 11 Cash Cheque 4 745 00 0 00 745 00 0 00 0 00 0 00 745 00 0 00 745 00 1 622 11 0 00 1 622 11 0 00 0 00 0 00 1 622 11 0 00 1 622 11 Cash 10 1 622 11 0 00 1 622 11 0 00 0 00 0 00 1 622 11 0 00 1 622 11 This report Non Editable Legal Phone 0861
85. ile until they are identified and posted manually When posting manually take care to post to the date funds were received e Non integrated users receipt all EFT s using Nexion standalone module Posting can be done from the receipts OR the submission report When posting manually take care to post to the date funds were received Medical Aid payments are receipted on NEXION on the day they appear on the bank statement e Users Medical Aid transactions are bulk receipted using the Nexion standalone module and posted when the Medical Aid provides a statement Unidentified Receipts are filed in the UNALLOCATED file until they are identified and posted manually When posting manually take care to post to the date funds were received PROCESSING EFT AND MEDICAL AID PAYMENTS e Standalone Users follow Step 1 6 to process a card transaction e Integrated Users will initiate transactions from your Practice Management System See your relevant appendix for details on how to initiate payments using your Practice Management System and start using this user manual at step 4 below e Nexion is currently integrated with the following Practice Management Systems Medemass Elixir Healthfocus Eminance GoodX Vericlaim Please Note Always ensure that your printer is switched on and has enough paper Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 1 From
86. ime and Username IIzarramae nexion Card Payment Beceipt of payment received Irxn Ref DEB 01820 4 11111 Transaction References Mem Ret J Smith qTezion Het 105949 Terminal TT D0O00003 Card Type Credit Card 2 E221 49 8111 Transaction Details amount 430 00 Budget agree to pay this amount as per m cardholder agreement Successful Credit Card Transaction Merchant Development 10 Hill StreetPineland DEVRBEFOL gt 2011 04 28 12 48 05 nexion Card Payment Receipt DEB 01820 J Smith Hexion Bet 005949 Authia 992261 Merchant ID g gOGOOZz19S00000cz Terminal ID Oooo0o001 Credit Basie es ee eee 9111 430 00 T agree to pay this amount as per my cardholder agreement Cardholder Signature BPowered by Mexion Nexion will generate and automatically print 2 receipts for a successful card transaction A signed copy should be kept on file in case of a chargeback see note above and the other should be given to the cardholder Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 nxAgent version 3 5 0 4 Successful Credit Card Transaction Successful Card Receipt Merchant Development 10 Hill StreetPineland DEVRBREFOL gt 2011 04 28 12 48 05 nexion Card Payment Receipt Tram Ref DEB 01820 Mem Bei J Smith Hexion Ref z 00594
87. n be processed on Nexion provided the start date first transaction is not later than today and no more than 30 days in the future Stop Order transactions are primarily used to collect debt for recurring payment such as treatment plans and for subscriptions such as contact lens programs In order to process a Stop Order transaction you must first have registered the debit party bank account on Nexion see previous chapter You will also need to have a SIGNED Stop Order transaction form signed by the ACCOUNTHOLDER on file All Stop Order transactions are done on the standalone module payments are posted to the practice management system when they appear on the cash report as successfully paid out until such time all Future transactions will appear on your reports as status pending When an individual s transaction payment fails Nexion will send you an e mail notification of its failure You may after consulting the Stop order party instruct us to re submit a failed transaction by providing a re submit date If a Stop Order fails three times in a row we will advise you to remove future transactions PROCESSING DEBIT ORDER PAYMENTS e Standalone Users follow Step 1 11 to process a card transaction e Integrated Users will initiate transactions from your Practice Management System See your relevant appendix for details on how to initiate payments using your Practice Management System and start using this user manual at step 5 below e
88. n your reports and reprint receipts Integrated Users start at this point Practice Management System pre populates the screen below for you you MAY have to select which merchant has to be credited WIN wl Process Cash or Cheque Transaction Ret DEB 0182 Member Ref J Smith Bank Auth Process Stop rder Process Pre Auth Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Please note fei Payment amp olutlans Process EFT to Bank taxi Payment Solutions Transaction Ref DEB 0182 Member Ref J Smith Please select the type of cash payment below Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 7 Select Continue to process the transaction nxAgent version 3 5 0 3 Please select the type of cash payment below 8 Two receipts will automatically be printed to your default printer Receipt settings see chapter 14 NOTE if the receipt indicates DECLINED the transaction did not complete successfully For explanation of decline codes see Chapter 17 fexion wt Successful Cash Transaction Merchant Development 10 Mill StreetPineland Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 9 Thereceipt
89. nal ID 00000001 Amcunt R 430 00 Powered by Nexion Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 9 Thereceipt will also be displayed on your screen to post finalize the transaction click on Complete Clicking on Copy will create a copy of the receipt for pasting to a file see Chapter 14 Clicking on Reprint will reprint the receipts In case of printer malfunction see Chapter 14 nxAgent version 3 5 0 3 Buccessful EFT Transaction Merchant Development 10 Mill StreetPineland DEVREFOL 2011 03 14 15 235 5 J Smith SBAMHU MED OOSeo02 OOS5en0z oOnoogogszT SsO0O000002 Terminal II ngaaaoaaogagaot Amount 430 00 Powered by Mexiorn Integrated Users Successful transactions will post to patient record at this point Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Chapter 10 Processing Refunds Reversals Nexion now allows you to process and to record refunds reversals on the Nexion Standalone System only Integrated users must remember to manually post the refunded reversed transaction to the patients account You can now also provide your clients with a receipt generated directly out of the system There are 3 different types of refunds e Refund Card Card not present e Refund Cash or Cheque e Refund EF
90. nds were or will be received Please Note It is mandatory to keep a signed copy on file of all Card and Stop Order receipts in case of bank chargebacks or reversal enquiry A bank chargeback is when a cardholder queries the transacted amount on their card if you cannot produce a signed receipt or in the case of a manual transaction an imprint of the card and an authorizing signature the transaction will be charged back to the cardholder A reversal is when your patient client reverses the agreed upon stop order debit amount Should this be the case the bank will require proof of the transaction by means of a signed copy of the receipt In case of a manual transaction a copy of the signed Manual Credit Card Transaction form see chapter pg with an imprint of the card is required Nexion will contact you for the signed copy of the receipt if it is required Successfully signed and imprinted credit card receipt 4 Client signature Card imprinted with pencil Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Nexion Receipt Layout Successful Credit Card Transaction q 1 Transaction Status amp Type opment 4 Licensee Information License DEVEREFOI Baro 2011 04 28 12 48 05 lt lt Date T
91. ng can be done 1 Select Member Ref for a specific member s file number or a specific member s transaction during the selected date range criteria a me n RN Report Type Member Ref Date from 06 May 2011 Ld Transaction Ref Date to 06 2011 Er Nexion Ref Ton Category roma Licensee 2 Select Transaction Ref for a specific member patient or a specific member patient transaction during the selected date range criteria Member Ref J Smith d Transaction Ref DEB 01820 Nexion Ref Status Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 3 Select Nexion Ref for a specific receipt or proof of payment Search criteria a m s RR Member Ref J Smith Transaction Ref DEB 01820 Nexion Ref 372249 Format ue E Member Ref J Smith El Transaction Ref DEB 01820 Nexion Ref 2 2243 Format Status Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 5 An Excel spread sheet report will be displayed on your screen ZR Microsoft Excel Viewer SummaryOfSummeries_1_20110506787057 File Edit View Window Help 1 2 Submission 3 p For Development re IC rn Date Range From 2011 05 06 Cash flow management Solved B payment gt 2X To 2011 05 06 g 6 el Tab Summary 7 8 9 1
92. ng copy saves a copy to the clipboard and can be pasted into any application such as Word Excel Note pad or even Outlook noAgent wersion 3 5 0 4 Successful Credit Card Transaction Merchant Development 10 Hill StreetPineland DEVREFO1 2011 04 28 12 48 05 Merchant ID 000021 90000002 Terminal ID ooo000001 Credit agree to pay this amount as per my cardholder agreement Cardholder Powered by Nexion Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Selecting reprint allows the user to reprint the current receipt in case of a printer malfunction such as the power being off no paper no ink etc nxAgent version 3 5 0 4 Successtul Credit Card Transaction Merchant Development 10 Hill StreetPineland DEVRBEFO1 2011 04 28 12 48 05 Card Payment Receipt Tram Ret DEB 01820 Mem Bei J Smith Hexion Ref z 005945 Authia 992281 Merchant ID 000002190000002 09000001 Credit B ho ee eS 3111 430 00 cardholder agreement Cardholder Powered by Nexion Successful Credit Card Transaction Merchant Development 10 Hill Street Pineland DEVBEFO1 2011 04 28 12 48 05 Card Payment Receipt Tran Ref DEB 01820 Mem Ret J Smith Hexion Ret 0905949 332261 OQ OgOOZ219 000000z 00000001 Credit s Ba Ad AE d 9111 R 430 00 I agree to p
93. ngs account o y _54 Expired card Contact Bank o y O 55 Incorrect PIN oo O the person does not have terminal is not setup for the function 59 Suspected fraud oo i 60 Contact acquirer 64 Original amount incorrect oo ooo 65 Exceeds withdrawal frequency o y 66 acquirer security oo y Hard capture p 68 Response received too late n redotransaction Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 75 PiNtriesexceeded 90 Cut off in progress call Craig Chad Duplicate transaction 95 Recondleemor Communication System malfunction Communication Error between Terminal amp Radio pad or Modem fast net iwise network IT 98 Exceeds cash 76 Approved country club 77 Approved pending identification Approved blind approved administrative transaction p E 80 Approved national negative file hit OK 81 Approved commercial y 82 No security module o gt oS y 83 No accounts 84 gt O 85 PBF update error o S y 86 Invalid authorisation type redotransaction 89 Invalid route service S O O0 EU i __ 8 Unable to authorise _ O Invalid PAN length Maximum off line refund reached limit exceeded Preauthorisa
94. nt Solutions Nexion Call Centre 0861 639466 Version 3 6 1 3 When selecting a record the Cash Deposit Detail will be generated and displayed on your screen Cash Deposit Detail For Development Date Rar From 2011 03 16 To 2011 03 16 Tab Summary Cash flow management Solved NettAmount Amount Fees Nett Amount Cash Cash 1 10 00 0 00 10 00 0 00 0 00 0 00 10 00 0 00 10 00 10 00 0 00 10 00 0 00 0 00 0 00 10 00 0 00 10 00 Cash 1 10 00 0 00 10 00 0 00 0 00 0 00 10 00 0 00 10 00 This repo Non Editable Legal Phone 0351 NEXION for support http w w w nexion co za Report Fil NX 110316 110318 Submi Development 2011031817303 xls Date 2011 03 16 Time 02 34 16 Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Chapter 9 Processing EFT or Medical Aid Payments Nexion allows you to register your EFT and Medical Aid receipts deposited to your bank account Transactions will reflect on your reports and assist you in balancing your bank account to your practice management system EFT payments are receipted on NEXION on the day they appear on the bank statement e Integrated users can simultaneously receipt EFT transactions and post to the practice management solution through the integration module Unidentified EFT s are receipted using the Nexion standalone module and posted when they are identified Unidentified Receipts are filed in the UNALLOCATED f
95. ntenance screen Select your user name and retype your password Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Note When an incorrect new password is typed into the confirmation field Nexion will display the following message Password is different to confirmation Click on the OK button You will be returned to the user maintenance screen Select your user name and retype your password To reset your password contact our call centre on 0861 639 466 To add or remove a user contact our call centre on 0861 639 466 C Report Subscriptions Nexion now allows you to subscribe to daily weekly and monthly reports reports will be delivered to any e mail addresses specified and scheduled by you Keep in touch with your cash flow by having reports delivered to you 1 From the Nexion Main menu select the Task tab Standalone 3 5 0 2 Register Stop Order Party Reprint Receipts Deposit Cash amp Cheque Process Refund Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 2 Select Report Subscriptions 3 Select Add File Tasks Settings Stop Order Party Maintenance User maintenance Report subscriptions _ AA Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 4 A
96. ocessed during the selected date range B Debit Orders This tab allows you to view all debit stop orders processed during the selected date range C Bank This tab allows you to view all EFT and Medical Aid transactions processed during the selected date range D Card This tab allows you to view all card transactions processed during the selected date range E Cash This tab allows you to view all cash and cheque payments processed during the selected date range Refund This tab allows you to view all refunded transactions during the selected date range Failed This tab allows you to view all failed transactions during the selected date range Copyright Nexion SA Pty User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Individual Licensee Report Summary Tab The Summary Tab provides totals by Payment Type and Status joss B C D E F G H J K L a Submission Report 2 3 f For Drs L Botha Keys Pelimkakais Du Toit Date nexion Range From 2009 10 14 Cash flow management Solved Payment Solutions To 2009 10 21 Tab Summary gt 1 11_ Ta PaymetTyp TrxnAmount Fees NettAmount TrxnAmount Fees NettAmount TrxnAmount Fees Nett Amount EFT 0 00 0 00 r Ooo NoD tn 4 12 Bank 2 4 230 00 4 230 00 0 00 0 00 1 230 00 0 00 1 230 00 13 Bank Medical Aid 1 40 00 0 00 40 00 0 00 0 00 0 00 40 00 0 00 40 00 14 Cards Amex 1 400
97. on Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 3 Select Date from for report Bleach May 2011 Mon Tue Wed Thu 25 326 271 28 29 2 4 6 9 10 11 1 13 15 16 17 18 19 20 22 M 75 6 N 29 30 31 1 2 3 Today 2011 05 05 U5 May 2011 L Transaction Ref 05 May 2011 4 May 2011 5un Mon Tue Wed Thu Ji 26 27 28 3 10 11 12 17 18 19 24 25 26 31 1 2 i Today 2011 05 05 Please Note If you leave the date field blank and select OK the report will default to today s date Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 5 Select the Transaction Category to appear on report Pcr 4a IL 28 Jan 2011 Ld Transaction Ref 28 4 2011 E Nexion Ref Al Bank Card Stop Order Summary Only 6 Select the Transaction Type to appear on report earch x a Ct iS Date from 03 May 2011 Transaction Ref Date to 03 May 2011 gv Mexion Ref Tran Category Cash a Format All Cash lt hex Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 7 Select a specific Licensee or All if there are multiple Licensees in a group 8 Select Generate to create your reports g Transaction Ref
98. onfigure the default number of receipts printed 6 From the Main Menu Select the Settings tab Standalone 3 5 0 2 Obtain Pre autharization Generate Reports Register Stop Order Party Reprint Receipts Deposit Cash amp Cheque Process Refund Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 7 Select Receipts from the drop down menu Standalone 3502 0000 Lo D gt File Tasks Settings Receipts nexion Payment Solutions 4 I hen Receipt Settings _ b mel Ps 2 Receipts printed on page in Landscape view 1 Receipt D 2 Receipt one per page C Mo Receipts Cash amp 2 Receipts printed on one page in Landscape view 1 Receipt 2 Receipt one per page No Receipts Card 2 Receipts printed on one page in Landscape view 1 Receipt 2 Receipt one per page Stop Order amp 2 Receipts printed on one page in Landscape view 1 Receipt 2 Receipt one per page Failures 2 Receipts printed on one page in Landscape view 1 Receipt 2 Receipt one per page No Receipts Cancel Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 9 Asettings saved screen will be displayed Select OK to continue Settings saved Reprinting Receipts Nexion allows y
99. ou to reprint a receipt for a previously processed transaction 1 From the Main Menu select Reprint Receipts Standalone 3 5 0 2 File Tasks Settings Payment Solutions Obtain Pre authorization Generate Reports Register Stop Order Party Reprint Receipts Deposit Cash amp Cheque Process Refund Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 2 Ablank search screen will be displayed The user can search by using the Date YYMMDD Nx Ref Amount Trxn Ref Mem Ref Trxn Type Card Number and Time HHMMSS Reprint Receipt Search for Date YYYYMMDD Nx Ref Amount Tom Ref Mem Ref Ton Type Card number ime HHMMSS YYYYMMDD Nx Ref Amount Tran Ref Mem Ref Trxn Type Card number 55 Selecting Last Receipt will display the receipt for the last transaction processed 3 Selecting search will populate a list of previously processed transactions nes e M _ um m Search for Date YYYYMMDD Nx Ref Amourt Tom Ref Mem Ref Tom Type Card number ime HHMMSS YYYYMMDD Nx Ref Amount Tran Ref Mem Ref Trxn Type Card number HEMMSS 20110331 1000 fail 3660 4455 150614 20110331 1000 fail 6279 1223 151700 20110331 10000 fail 143402 20110331 5500 fail 150815 20110331 5555 fail 4226 5220 151325 20110331 6600 fail 4226 5220 150849 E 2
100. ould not sign on error A Please call the Help Desk on 0861 639 466 Q get connection closed gracefully error A Try the Transaction again Make sure that your Internet is up and running If the problem still persists please call the Help Desk on 0861 639 466 Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Chapter 17 Standard ISO Response Codes A list of all the standard Terminal transaction Error Response Codes 00 Approved or completed successfully 0 y 06 Eror 3 12 08 Honour with identification TT ConfimdiensIiD 09 Request in progress Wait for transaction completion 10 Approved partial o y O 11 Approved Redo transaction 15 No such issuer oo O 17 Operator Cancelled oo swap See page 12 21 No actiontaken oo y O 22 Suspected malfunction S y 23 Unacceptable transaction fee o y 26 Duplicate record oo i 31 Bank not supported o y 33 Expired card pickup ooo y 34 Suspected fraud pick up o y 35 Contact acquirer pick up ooo y 36 Restricted card 37 Call acquirer security pick up oo y 38 PIN tries exceeded pick up oo y 41 Lost card Contact Bank o y 43 Stolencard ooo y O 44 No investment account o y 51 Not sufficient funds Contact Bank S y 5 No check account oo y 53 No savi
101. reprint will reprint the receipt In case of printer malfunction see chapter 14 nxAgent version 3 5 0 3 Successtul Credit Card Transaction Merchant Development 10 Mill StreetPineland DEWVBEFO0T 2011 02 10 13 59 13 Derick Card Payment Receipt Jd Smith DEB 0182 005811 z 093415 Merchant ID 000002190000002 Terminal ID z 00000001 Credit Wa Ro ee 1234 430 00 O03 I agree to pay this amount as per my cardholder agreement Cardholder Signature Integrated Users Successful transactions will post to patient record at this point Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Chapter 5 Obtaining a Pre Authorization Obtaining a Pre Authorization allows you to reserve funds on a credit card This feature guarantees funds for 5 to 10 working days Pre Auths will allow you to collect shortfalls and to lock in funds on your clients cards prior to services being rendered Note that obtaining a pre authorization only reserves the funds on the card however you will still need to process a payment against the pre authorization to settle the transaction see chapter 6 Please Note Always ensure that your printer is switched on and has enough paper 1 From the Nexion Main Menu select Obtain Pre authorization Standalone File Tasks Settings Obtain Pre authorization
102. right Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 A View Debit Order Parties To view a previously registered stop order party do the following 1 From the Nexion Main Menu select the Tasks tab From the drop down menu select View Debit Order Party File Tasks Settings Member maintenance pg User maintenance Report Subscriptions Payment Solutions Sumame ID Bank Acc No Branch Code Last Mandate Craig Furter 1111111111111 4938050068191489 Craig Furter 1111111111111 07123456789 051001 Craig Furter 1111111111111 09303984203 029384 Craig Furter 1111111111111 00071535462 020509 Nicholas Botha 123456 7890123456 12345678909 1234 111111 11111 111111111 11111111 11111111111 Mr John Dirt 7007295272086 0273456012 020099 Mr Nicholas Botha 1234567890 92129978540 632005 nnnn bbbb 7897987987 92129978540 632005 b 8607160201087 862255439442 22 00071535462 632005 1 test bot 67890987 92129978654 360000 2011 02 02 12 00 00 1 Leeman 8607160201087 0071535462 2011 02 09 12 00 00 AM 1 a 2d ee Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 3 Select the stop order party to be viewed uj ACB cid Title Name Sumame 10 Bank No Branch Code Last Mandate 1187 Mr Nicholas Botha 1234567890 92129978540 632005 188
103. rt at this point Practice Management System pre populates the screen below for you you MAY have to select which merchant has to be credited nexion Payment Solwthons X 4 Copyright Nexion SA Pty Ltd Process Card Process Card card not present User Manual Nexion Payment Solutions 5 6 cid 3607160203085 215 211 209 213 212 216 210 7 Select the Process Stop Order button nxAgent version PN Payment Enlutlons d Transaction Refz Member Rett Bank Auth Select Stop Order Party to be debited Tite Name Surname 10 250655 62203478925 250655 00123456789 051001 40665498732 632005 92129978540 632005 12345678910 462005 62000123213 250655 123456 8911 250655 Miss Melanie Ms Zoe Mr Dark Mr X Nicholas Prof Harold Mrs Jean Mrs B 8904040249083 8506066235086 7505255126308 123456789 6002041234568855554544 5307101234088 8607165623086 Pieterse foot Cloud Botha Papenfoes Smith Leeman If the Debit Order Party is not registered select the register button Copyright Nexion SA Pty Ltd Nexion Call Centre 0861 639466 Bank Acc No Branch Code Last Mandate 2011 04 05 12 00 00 AM 2011 04 07 12 00 00 AM 2011 03 29 12 00 00 AM 2011 03 24 12 00 00 AM 2011 04 01 12 00 00 AM 2011 03 31 12 00 00 AM 2011 04 29 12 00 00 AM 2011 03 24 12 00 00 AM Version 3 6 1 Acc Holder Ref Melanie Pieterse 1122 DJC123 NBS Papen Jean Smith Ble
104. s Reconcile Nexion Deposits to your Bank account Reconcile Daily Cash up amp Deposits to your Bank Account Reconcile EFT deposits Reconcile Bulk Medical Aid deposits C Pre Authorization Report This report allows you to view all pre authorizations obtained up to 10 days prior Note that once a payment has been processed against a pre authorization it will no longer reflect on your report D Cash Deposit Detail Report This report is provided to you every time you use the Cash Deposit Function and provides a summary of all the cash amp cheque transactions deposited Statuses of these transactions will change from pending to paid and the expected date of these transactions will change to the date of the last deposit see chapter pg on cash deposit function Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Report Search Criteria screen Search criteria Date from 03 2011 Transaction Ref Date to 03 May 2011 Nexion Ref y E Format noneditable E Status E Required fields In order to generate a report the required information must be specified required fields must be selected If nothing is selected it will default to a Submission report with the current date and all transaction categories and types There are 5 main requirement fields Report Type Submission Bank Reconciliation or Pre
105. s Nexion Call Centre 0861 639466 Version 3 6 1 Please Note If the box is not ticked the following info message will be displayed warning the user to make an imprint of the card and to keep a signed copy of the receipt i To avoid chargebacks an imprint of the card and signature must be obtained nagent wersion 3 5 0 3 Successful Pre Auth Obtained Merchant Development 10 Hill StreetPineland DEVBEFOL 2011702709 16 28 10 Derick Pre Autnhorisation Receipt gt d Smith DEB 01820 z 005293 gt B36386862 z gaooozrisooaooooz ooo000001 Credit Soe ee 3223 R 1 _ Powered by Mexwion 11 File the receipt in an Unallocated Outstanding Pre auth file until the settlement takes place Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 THE MERCHANT RETAINS A SIGNED COPY AS WELL AS AN IMPRINT OF THE CARD THIS COPY MUST BE FILED AS IT MAY BE REQUIRED IN THE CASE OF A CHARGEBACK AND THE PATIENT RETAINS THE OTHER COPY 4 Client signature Card imprinted with pencil Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Chapter 6 Processing a Pre Authorization Processing a credit card Pre Auth is the payment leg of a pre auth obtained up to 10 days prior See chapter 4
106. s connected to the back of of the PC or Laptop If your Terminal is connected directly meaning serial then please make sure that it has been screwed in properly Q Credit card machine screen displays terminal ready waiting for network A Make sure that all cables are securely plugged in Make sure that the connection to the back of the PC or Laptop is plugged in Q Credit card machine displays terminal ready waiting for network A Close the Nexion Program Once Nexion is closed right click on My Computer or Computer Select Manage and a new window will be displayed On the left side of that window click on Services and Application and then click Services A list will be populated on the right side of that window Scroll down till Traderoot Merchant 4 5 and right click on it Click Restart and then look at the screen of the card machine Once the screen goes black it should now read Nexion Cash Flow Management Solved After this you should be able to do payments again If the problem still persists please call the Help Desk on 0861 639 466 Q Credit card machine declines my cards with an error code Z1 A Check that the Card is still valid for transactions meaning check the expiry date of the card Process the payment manually If the problem still persists please call the Help Desk on 0861 639 466 Q Credit card machine declines before swipe my card General Failure 96 A Check that the Card Machine Terminal screen displays
107. sk number as well as Nexion webpage address Footer 20 This reportis Non Editable Legal Phone 0861 NEXION for support http www w nexion co za 4 21 Report Filename SummaryOfSummeries 1 20110509072128 xls Date 2011 05 09 Time 10 25 10 Transaction types and summary are displayed in separate Tabs at the bottom of the screen m Microsoft Excel Viewer NX 110506 110506 Submi Development 20110509482222 Lo xe 8 File Edit View Window Help Submission For Development Date Range From 2011 05 06 To 2011 05 06 aged Tab Summary o A 12 ee 2 000 00 22 80 1 977 20 2 000 00 22 80 1 97 13 Cash Cash 3 6 15 0 00 6 15 6 15 0 00 6 15 0 00 0 00 14 Cash Cheque 1 1 00 0 00 1 00 1 00 0 00 1 00 0 00 0 00 15 2 007 15 22 80 1 984 35 7 15 0 00 7 15 2 000 00 22 80 1 977 17 Card 1 2 000 00 22 80 1 977 20 0 00 0 00 0 00 2 000 00 22 80 1 97 18 Cash 4 7 15 0 00 7 15 7 15 0 00 7 15 0 00 0 00 20 This reportis Non Editable Legal Phone 0861 NEXION for support http w w w nexion co za 21 Report Filename NX 110506 110506 Submi Development 20110509482222 xls Date 2011 05 09 Time 11 19 07 Summary Card Cash NUM Each type of payment received will reflect on its very own type of tab M summary ACB Bank Card Cash Refund A C D F G A Summary The report automatically opens on the summary tab giving you an overview of all transactions pr
108. t Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Chapter 13 Processing Exceptions Cancelling a transaction prior to receipt being printed Once you have started a transaction and for any reason you would need to cancel the transaction simply click on the Cancel button on the Payment screen or the Cancel button on the terminal if you have already swiped the card What to do if you have a power failure In case of a power failure and you do NOT have a surge protector UNPLUG TURN OFF THE PLUG your terminal is plugged into when the power comes back on power surges could damage the software on your terminal Edit Request Form Correcting a Cash Cheque EFT Medical Aid receipt In order to correct an error made while receipting one of the above transaction types issue a corrected receipt and submit an EDIT REQUEST FORM signed by the authorized signatory to have the erroneous one removed If you are an integrated user make sure to journalize the duplicate receipt Manual Credit Card Transactions Should the system be down for whatever reason Manual CREDIT CARD transactions can be processed by completing the manual transaction form Appendix 2 Page 78 and faxing it through to 086 654 6016 or processing later when the system is up Transaction Declined Error Codes when Processing Cards If a card transaction declines the code on the declined receipt will indi
109. te a report for a specific period a Submission report can be generated 1 From the Nexion Main Menu select Deposit Cash amp Cheque Standalone File Tasks Settings om Menu Options m X i i Process Standalone Transaction Payment Solutions Obtain Pre authorization Generate Reports Register Stop Order Party Deposit Cash amp Cheque Process Refund 2 The Process Cash Deposit screen will be displayed gt version 3 5 Process Cash Deposit worse Last deposit 4011 06 09 11 00 46 AM Process deposit and print deposit detail Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 3 Choose the appropriate licensee to be deposited If only one licensee is registered at your site drop down will default to the correct licensee Last depos Drs L Botha amp Du Toit Process deposit and print deposit detail 4 The date and time of your last deposit will be displayed Sg nxAgent version 3 5 Process Cash Deposit ewe Devoe e Last deposit 2011 06 09 11 00 46 AM Process deposit and print deposit detail Process deposit and print deposit detail Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 6 successful screen will be displayed select OK 7 A Cas
110. the slot on the side of the terminal with the magnetic strip at the bottom of the card facing towards the terminal Dip card if applicable in figure B 8 Follow the prompts on the screen of the pay point terminal You will either be asked to confirm entry or to make a selection using the down arrow and confirm by using the green button Selection Down Arrow Confirm Green Button 9 Two receipts will automatically be printed to your default printer Receipt settings see chapter 14 NOTE if the receipt indicates DECLINED the transaction did not complete successfully For explanation of decline codes see Chapter 17 Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Successful Credit Card Transaction Merchant Development E 5 1 ill StreetPineland License DEVREFOCI Date 2011 03 03 16 37 7 sername Derick m gt card Payment Receipt n Mem Ref Trxn Ref gt Mastercard aE AO Trans LL 22 3 Authid 4286 Merchant ID 000002190000002 Terminal ID 00000001 e m gt Card Type Credit Card 5221966066009 121 Amount Budget I agree to pay this amount ss per m cardholder agreement Cardholder lt ST gt aum mm erm Powered by Nexion THE MERCHANT RETAINS A SIGNED COPY AS WELL AS AN IMPRINT OF THE CARD THIS COPY MUST BE FILED AS IT MAY BE REQUIRED IN TH
111. the start date first transaction is not later than today and no more than 30 days in the future Register Stop Order Party Reprint Receipts Allows you to reprint receipts Whether it is for the last transaction processed or any previous Nexion transaction processed Reonnt Recepts Deposit Cash amp Cheque Cash amp Cheque transactions will remain pending on your reports until such time when you cash up your till and a cash deposit detail is printed which will then change the status to paid Process Refund Use this option to do a full or partial refund against a previous transaction Note that debit card transactions cannot be refunded directly to the card however it an alternative refund method may be used Process Hatund Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Chapter 3 Processing Credit Card amp Debit Card Transactions The following cards are accepted and can be processed using Nexion Credit cards Visa MasterCard Diners Club and American Express osse VISA MasterCard 4 AIVIERICAN d Diners Club EXPRESS International Debit cards Visa Electron and MasterCard Maestro VISA Electron A All Non Chip and Pin cards are swiped with the magnetic strip facing the terminal as indicated in figure A B All Chip and Pin cards are dipped with the chip first and logo on the card facing upwards as indicated in fig
112. tion full o o Over floor limit Maximum number refund credits o 000000000 Referral file full o O1 NEGfile problem ooo y O2 Advance less than minimum SS y Delinquent y O4 Over limit table o enter PIN O6 10 O7 Force post o y Bad O9 NEGfilepobem Cardholder to contact bank CAF problem Cardholder to contact bank P1 Overdailylimt o P2 CAPFnotfound o 0 0000 o0 P3 Advance less than minimum O S o Number of times used y P5 P6 Overlimttable m d 0 O P7 Advance less than minimum SS o P8 Administrative card needed P9 Enterlesseramount S o QO Invalid transaction date 1 wrongdate check machine Q1 Invalid expiration date o o Q2 Invalid transaction code 000000000000 T O Q3 Advance less than minimum S o Q4 Number of times used o y Q5 Delinquent y Q6 Over limit table J y Q7 Amount over maximum S O Q8 Administrative cardnotfound Q9 Administrative card not allowed RO Approved administrative request in window SE R1 Approved administrative request out of window S R2 Approved administrative request anytime Chargeback
113. tual card 3 Fill in your merchant information on header of form For Nexion to determine which Licensee should be credited for this transaction 4 Fax completed form to NEXION for processing Fax number 086 654 6016 Nexion will fax a receipt as soon as transaction is processed OR process when you have access to your system again using instructions below B No card present or magnetic strip chip on card damaged 1 Client completes MANUAL CREDIT CARD TRANSACTION FORM Ensure that this form is signed and you have an imprint of the card Manual credit card transaction form See Appendix 2 Page 2 Verify that all details filled in match the actual card 3 Fill in your merchant information on header of form For Nexion to determine which Licensee should be credited for this transaction 4 Process using instructions below 5 Where possible have client sign receipt and obtain card imprint on receipt Nexion allows you to receipt your Card transactions processed by your cashier Transactions will reflect on your reports and assist you in balancing your bank account to your practice management system All card payments are receipted on NEXION date processed Card transactions will remain in status pending until paid to your bank account 48 hours later e Integrated users initiate transactions on the practice management system Non integrated users receipt all transactions using Nexion standalone module only PROCESSING CAR
114. und EFT to Bank Acc 5913 DEB 01820 Member Ref Bark Auth Refund Stop Order Refund Pre Auth Please Note L 6 The following screen will appear nxAgent version 3 5 0 4 Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Please Note Always ensure that your printer is switched on and has enough paper 7 Enter the card details as indicated below nxAgent version 3 5 0 4 icc 14277 7317 535 04 0 13 8 Select OK Please Note If the card details are entered incorrectly the following error message will be displayed By selecting OK the user will be returned to the card details screen to enter the correct details Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 9 Two receipts will automatically be printed to your default printer Receipt settings see chapter 14 NOTE if the receipt indicates DECLINED the transaction did not complete successfully For explanation of decline codes see Chapter 17 nexion Successful Credit Card Transaction Merchant Development 10 ili StreetPineland License DEVREFOI Date 2011 3 03 16 37 17 serrame Deric gt n 21 Authid 4ASe2a250 NE UN ey ET Merchant ID 009002190000902 comi o AE C
115. ure B Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Nexion allows you to receipt your Card transactions processed by your cashier Transactions will reflect on your reports and assist you in balancing your bank account to your practice management system All card payments are receipted on NEXION date processed Card transactions will remain in status pending until paid to your bank account 48 hours later e Integrated users initiate transactions on the practice management system e Non integrated users receipt all transactions using Nexion standalone module only PROCESSING CARD PAYMENTS e Standalone Users follow Step 1 11 to process a card transaction e Integrated Users will initiate transactions from your Practice Management System See your relevant appendix for details on how to initiate payments using your Practice Management System and start using this user manual at step 5 below e Nexion is currently integrated with the following Practice Management Systems Medemass Elixir Healthfocus Eminance GoodX Vericlaim Please note Always ensure that your printer is switched on and has enough paper 1 From the Nexion Main Menu select Process Standalone Transaction 3 Standalone 3 5 0 2 File Tasks Settings Register Stop Order Party Reprint Receipts Deposit Cash amp Cheque Process Refund Copyright Nexion
116. ype Account Name Mandate Date Mrs Jean Smith FNB 62203546471 250655 2011 04 05 flr Mandate of Accountholder and Identity document is on file 11 The mandate date will default to the current date Version 3 6 1 12 If the Mandate of Accountholder and Identity document is on file tick box is not selected the following message will be displayed Select lt OK gt to return to the Stop Order Party Registration Screen Copyright Nexion SA Pty Ltd User Manual Nexion Payment Solutions 13 Select the tick the box and select Save Copyright Nexion SA Pty Ltd Your Acc Holder Ref Holder ID Mo Acc Holder Title Acc Holder Name Acc Holder Sumame Bank Name Account Number Branch Code Account type Account Name Mandate Date Nexion Call Centre 0861 639466 Stop Order Party Registration J Smith 8607160203085 Mrs Jean FNB 622035465421 250655 Cheque J Smith 2011 04 05 Mandate of Accountholder and identity idocument is on file eedaeassdecoceeoenodoceo damno ao diasdocegomooaodganoonocencsaconconacooosoceOonoogsanse Save The User will be returned to the Main Menu Version 3 6 1 User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3 6 1 Chapter 12 Processing a Stop Order transaction Nexion enables you to deduct funds from your debtor s savings or cheque account in instalments of up to 18 months Transactions ca

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