EasyPay Users Manual
Contents
1. S DOCS EASYPAY EZP_MAN2 DOC EasyPay Supplemental Reference Guide Table of Contents Overview of Terminal FunctiOnS 2 24 22 2 gets bea sheeckds or dececsece daca rds gect eae har beacectenet ches 2 2080 Keyboard Functions sioe seve ea takaa akaa AEEA ADAS AEE I KEANNA AREI Er AIE 3 2085 Keyboard FUNCUIONAS oiod ti a kein 4 Setup an EasyPay Transaction 2s4s4ssnnnneenennnnnnnnennnnnnnennnn nenne nenn nenne nnnn nennen nen 5 Authorizing One Time amp Annual Transactions 44sssusnnennnnnnnnnnnnnennnnn nenn ann en nn 6 Authorizing Due Transactions 44z4s4sHrHsnnnnnnnnnennnnnnnnnn nenn nnnnnnnennnn nn nenn nnenenenennnn nenn nenn 6 Recalling a Transaction Record 44 4444HHHRHRRn ee nn ann anne nn ann nenn nn nennen nenne nn nen ernennen 7 Modifying Transaction RECOIdS c cccceec eee e eee eee eee eee eee eee eee de cee nenne nnnnennnnnnnnnnnnnnn 9 Deleting Stored Transactions susssesennnnennnnnnnnnnnnnannnnnnnnnnnnn nennen eee nn nnnnnnnn 11 Printing BEasyPay Reports rer rer hr en Be hr har 12 Tips and Questionsin us einen ans ira a hen hen neben 13 This reference guide is a supplement for EasyPay terminal functions For standard terminal functions please review the NURIT Short Form User Manual 2 gt STANDARD CREDIT CARD PAYMENT MODES CREDIT SALE For standard credit card sales ACCOUNT CREDIT V2. When alpha response is required keyboard switches to alpha mode Notice the A or on the top right hand side of the screen Use the lt MENU ESC gt key to shift between alpha and numeric mode When in alpha mode and an error is made press the lt MENU ESC gt key then press the lt REVIEW gt key to backspace Press lt MENU ESC gt again to resume alpha typing 12 13
3. gt Delete paymn ENTER Yes ESC No Press lt ENTER gt and a Transaction receipt will print Scroll records with up and down arrow keys Confirm records with right and left To cancel or exit any screen press Cancel F1 or lt MENU ESC gt then F1 10 EasyPay Reports The lt REPORT gt function key prints individual transaction reports It will print by groups One Time Annual Recurring or Due or all stored EasyPay transactions gt PRINT TRANSACTION BY ALL OR GROUP At the EasyPay Screen l New 2 Review Press lt REPORT gt 3 Due Or Op 1 All EasyPay Press lt 1 gt For Group 2 Payment Due 1 All 2 One Time 3 Annual 4 Recur Press lt 2 gt Payment Due Press lt 1 gt Press lt 2 gt Press lt 3 gt Press lt 4 gt All Stored Transactions One Time Transactions Only Annual Transactions Only Recurring Transactions Only O REPORT WILL BEGIN PRINTING gt PRINT AN INDIVIDUAL TRANSACTION aa From the EasyPay screen 1 New 2 Review 3 Due Or Op Press lt 1 gt or lt 2a _ Recall the appropriate record See section on recalling transactions 01 01 00 100 00 PID 3 0 With the correct transaction on screen press lt REPORT gt and receipt will print 11 Tips amp Questions Check the standard USER MANUAL for basic trouble shooting information gt KEYBOARD TIPS First Name
4. OID SALE ACCOUNT To void a transaction within a current batch CREDIT VOID RTRN To void a return within a current batch ACCOUNT CREDIT VOID FRCD To void a forced sale within a current batch ACCOUNT To ref h h hh l CREDIT RETURN o refund a charge use when batch has already been sent ACCOUNT CREDIT VERIFY To ensure adequate available funds on a card authorization ACCOUNT obtained but account is not charged CREDIT FORCED Once funds are verified use that authorization number to charge ACCOUNT account using FORCED or if a voice authorization was obtained over the phone gt EASYPAY TYPE TRANSACTIONS Stores credit card information for later processing 1 New 2 Review 3 Due Or Op The EasyPay default screen 1 NEW processes credit card information for debiting at a later date One Time for a one time charge to be processed up to 90 days later Annual keeps card info on file good for all visits that year Recurring for charges processed on an installment or recurring basis 2 REVIEW review records on file in the terminal memorv Records can be viewed by All scroll through all records Patient ID Number Patient s Name One Time Cardholders Name Annual Recurring 3 DUE reminder for either one time or recurring amounts due or overdue Setting Up An EasyPay Trans Atthe EasyPay screen 2 Review Or Op 1 New 3 Due Patien
5. again or change the transaction to an Annual type and debit the account as needed From the EasyPay screen 1 New 2 Review 3 Due Or Op Press lt 2 gt Recall the appropriate record See section on recalling transactions Press lt 3 gt y 1 Recur Pants Press lt 1 gt or lt 2 gt 2 Late One Time With correct transaction on screen press lt EDIT gt 01 01 00 100 00 PID 3 Modify trans ENTER Yes ESC No Swipe your card or enter card No Expiration Date 1200 Change information or press lt ENTER gt through all screens to accept information Enter Cardholder Last Name Enter Cardholder First Name Note To make keyboard changes from alpha to numeric use lt MENU ESC gt to switch keyboards One time Annual Recur Screen sequence and information may vary according to Not to exceed transaction type Last Name A Jones Amount 0 00 Last Name Jones Modification Complete To cancel or exit any screen press Cancel F1 or lt MENU ESC gt then F1 Deleting Stored Transactions From the EasyPay screen 1 New 2 Review 3 Due Or Op Press lt 2 gt 1 Recur Pmnts 2 Late One Time Press lt 3 gt Press SE or lt 2 gt Recall the appropriate record See section on recalling transactions 01 01 00 100 00 PID 3 0 With correct transaction on screen press lt CLEAR
6. mp down arrow Authorization Amount 100 00 Change amount or accept and press lt ENTER gt From the EasyPay screen This screen shows if One Time payments are also overdue 1 Recur Pmnts 2 Late One Time Scroll to r call appropriate record 01 01 00 100 00 PID 3 0 1 New 2 Review 3 Due Or Op Press lt 3 gt With correct transaction on screen press lt FIND gt Confirm name with right and left arrow Scroll records with up and down arrow Authorization Amount 100 00 Authorize now ENTER Yes ESC No All Due recurring payments can be authorized together by Press lt ENTER gt to authorize pressing lt BATCH gt To change amounts of overdue One Time transactions type in correct amount and press lt ENTER gt to authorize To change a Recurring transaction press lt EDIT gt See section on modifying transactions Recalling A Transaction Record At EasyPay screen Scroll with down arrow to recall by desired group and press lt ENTER gt 1 New 2 Review Press lt 2 gt 3 Due Or Op Press lt ENTER gt and scroll Press lt ENTER gt an Last Name Enter Show records Press lt ENTER gt Enter Cardholder name or ID 3 By Cardholder Last Name and press lt ENTER gt Enter Patient ID Show records 1 All Show records 2 By Patient Name Show records 4 By Patient ID Press lt ENTER gt Sh
7. ow records a 5 One Time Only Press lt ENTER gt and scroll Show records 6 Annual Only Press lt ENTER gt and scroll 01 01 00 100 00 PID 3 0 Show records 7 Recurring Only Press lt ENTER gt and scroll Transaction Record Scroll through records to confirm Use lt RETURN gt and lt FORCED gt to scroll through records Use lt VOID gt and lt VERIFY gt to confirm names Recall a transaction quickly Select 2 By Patient Name and type the 1 and or 2 letter of the last name Then scroll with up and down arrows to locate the right transaction Confirm the name with right arrow Note Keyboard goes into alpha mode for typing Patient or Cardholder Last Name Patient ID is in numeric mode Transaction Record Screen 01 01 00 100 00 PID 3 M8 Patient ID Number Default begins with 1 and continues Only numbers accepted Date Shown in Transaction Screen If screen is recalled by pressing lt REVIEW gt the date is that of original transaction If screen is recalled by pressing lt 3 gt for Due the date is that of the next payment due Payment Amount Transaction type and number of payments left to pay O one time A annual S Semimonthly of payments left M Monthly of payments left W Weekly of payments left Modifying Transaction Records Dates can be postponed either globally meaning all payment dates moved forward
8. t ID Hi Accept or change numbers only Press lt 1 gt Confirm Last Name or hand enter Patient Last Name JONES IF TRANSACTION IS ONE TIME OR ANNUAL Not to exceed Amount 0 00 IF TRANSACTION IS RECURRING Choose a payment cycle 1 Semimonthly 2 Month 3 Week How many payments Enter number of payments To cancel or exit any screen press lt MENU ESC gt or if in alpha mode press lt MENU ESC gt then Cancel Fl Read Keyboard Tips amp Questions for hand entering Press lt ENTER gt Press lt ENTER gt Enter amount and press lt ENTER gt Press 1 2 or 3 Choose transaction type 1 One Time 2 Annual 3 Recur Press 1 2 or 3 Swipe card or hand enter Swipe your card or enter Card no Confirm First Name or hand enter Patient First Name STEVEN Press lt ENTER gt Accept or type new date Start Date 01 01 2000 Semimonthly Amount 0 00 Enter amount Moniy ae press lt ENTER gt Amount 0 00 Weekly Paid Amount 0 00 Authorize now ENTER Yes ESC No From the EasyPay screen 1 New 2 Review Press lt 2 gt 3 Due Or Op Recall the appropriate record See section on recalling transactions With correct transaction 01 01 00 100 00 on screen press lt FIND gt PID 3 0 Confirm name w right amp left arrow Scroll records with up a
9. together or individually meaning only a single payment moved forward Dates are modified differently depending on how the record is recalled either by using the Review Mode or Due Mode Recalled by Review Mode Date changes are global affecting all subsequent dates accordingly e g If payment is moved forward by 2 weeks then all subsequent payments will be moved forward by the same 2 weeks A single payment cannot be changed from Review without changing all payments Postponing a single payment without changing all subsequent payments must be performed from the Due screen payment must be already due or overdue Recalled by the Due Mode Postponing an individual date is possible but subsequent dates are affected differently Dates postponed by less than a payment cycle do not change the subsequent payment dates Dates postponed by more than a payment cycle will move the subsequent dates forward but to the beginning of the next normal cycle e g A transaction calls for 10 payments beginning the 1 of every month In the 3 month the payment is to be postponed by 45 days Moving the ar payment forward will set all other payments to begin again on the 1 of the month following the ga payment If the patient wanted the payment postponed by only three weeks than the 4 payment would be due one week after the 3 payment Note If a transaction becomes too complicated you can always delete the transaction and start
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