Taking Payments
Step-by-step guides for processing payments, managing transaction details, handling refunds, and sending receipts in the Prahsys Merchant Dashboard.
9 articles
- How to Capture a Payment in Prahsys Merchant DashboardVideo tutorial: start a new payment, choose the right payment method (terminal, card, cash, check, or ACH), and complete the payment, with quick steps and a full transcript.
- How to View Payment Details in Prahsys Merchant DashboardVideo tutorial: open a payment, read its details, and add a customer to it, with quick steps and a full transcript.
- How to Read the Memberships Overview in Prahsys Merchant DashboardVideo tutorial: read the Memberships Overview's summary cards and lists, and find any membership or member, with quick steps and a full transcript.
- How to Create a Membership Plan in Prahsys Merchant DashboardVideo tutorial: create a membership plan from a ready-made Prahsys dental plan, review and save it, and edit or delete a plan later, with quick steps and a full transcript.
- How to Enroll a New Member in Prahsys Merchant DashboardVideo tutorial: enroll a new member in four steps (member info, membership plan, payment setup, and confirm), starting today or on a future date, with quick steps and a full…
- How to Manage a Membership in Prahsys Merchant DashboardVideo tutorial: read a membership's page, edit its price, details, or card, handle a past-due payment, and cancel a membership, with quick steps and a full transcript.
- How to Send and Print Receipts in Prahsys Merchant DashboardVideo tutorial: email a receipt from a payment's details page, download or print one, and get a copy of every receipt sent to your office, with quick steps and a…
- How to Refund a Payment in Prahsys Merchant DashboardVideo tutorial: open a payment, give back part or all of it (including on a card terminal), and track refunds afterwards, with quick steps and a full transcript.
- How to Use Payment Audits in Prahsys Merchant DashboardVideo tutorial: find a payment's history, read what was logged for you, and add notes for your team, with quick steps and a full transcript.