Credit Card Plus Settings

On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Credit Card Plus, click Credit Card Plus Settings

Your practice must have the Credit Card Plus feature enabled, the e-Payments feature enabled, and you must have one of the following user permissions:

• Administrative/Clerical Staff — Collector
• Billing Staff — Collector

1. Display the Credit Card Plus Settings page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Credit Card Plus, click Credit Card Plus Settings.
   A list of the merchant locations that were created when your practice was originally set up for CCP appears.
2. Click on the edit link next to a merchant. The Edit Location Settings section appears.
3. Sales Tax — Enter an amount between 0 and 100.
   This is the sales tax expressed as a percent that applies to taxable items sold at this merchant group.
4. Default Single Appointment Card on File Maximum — Enter an amount between 0 and 99,999.99.
   This is the default maximum amount you want to populate on BEOB or prepayment contracts. You can override the amount on an individual basis when you create a contract.
5. Default One Year Card on File Maximum — Enter the total amount that your practice can charge to the patient's credit card you have on file, as indicated by the patient.
   The amount you enter in this field appears in the Maximum contract amount field on the Collect Payment page.
   Any additional balance automatically appears on the patient statement.
6. Click Save.