Frequently Asked Questions
Find answers to commonly asked questions about our products and services.
How soon are processed funds available?
Your system will provide you with Next-Day Funding as long as transactions are batched out prior to 11:00pm EST (8:00pm PST).
Am I able to do Remote / Phone / Online Payments?
• Phone Payments: Yes, you can key-in payments remotely.
• Online Payments: Yes — before confirming, do you currently have a website taking payments online? If so, I’d like to confirm whether it supports open API or hosted payment methods. We integrate with most modern platforms.
Is there an online Portal?
Yes — our portal allows your team to take payments remotely and includes:
✓ Customer Vault
✓ Card storage with auto-updater (card renewals/expirations/fraud replacements auto-update)
✓ Role-based user access
✓ Recurring & subscription billing
✓ Credit Card Updater
✓ Operator Management and much more
Can I set up an invoice link for email or text (SMS)?
Yes. Patients can pay via email invoice or text invoice. Links open to a secure checkout page.
Can I void or refund a transaction?
Yes. Transactions can be voided/refunded from either the terminal or the online portal.
What payment types can I accept?
Your system will be able to accept all major payment forms, including:
• Visa, Mastercard, AMEX, Discover, JCB, Diners
• Gift Cards
• ACH/Payroll
Do you offer ACH / Direct Deposit / Payroll Services?
Yes. We offer ACH/e-Check as well as payroll services through a third-party partner.
If payroll is something you’re evaluating, please contact us to set up a consultation and review what you need.
Can I do a manual credit card entry?
Yes. Manual entry is available both on the terminal and within the portal.
Can I have a handheld terminal device?
Yes. We provide you with one of two types of devices.
• The WiFi device has no fee.
• Sim Card Device costs $25 one-time SIM activation + $18/month for the data plan.
Let us know how many devices you would need for your office flow.
How do I handle Dashboard / Reporting?
The portal provides a real-time dashboard showing:
✓ Approved & declined payments
✓ Recurring billing status
✓ Failed/late payment notifications
✓ User audit trails
What is your return policy?
We have a 30-day return policy. If you are not satisfied with your purchase, you can return it for a refund or exchange within 30 days of receiving your order. Please reach out to our customer service team to initiate the return process.
What are the Required Fields for Card-Not-Present?
We can enforce required fields such as:
• Card number
• Expiration
• CVV
• Billing address & ZIP
Fields can be customized — the more required fields, the lower the fraud exposure.
Insufficient Funds Handling?
Cards with insufficient funds are declined instantly, and you’re notified at the point of sale or portal.
Chargebacks & Disputes
Chargebacks are typically sent to the business address on file and can also be set up for email notification.
If chargebacks are a concern, we have a pre-chargeback defense solution that helps mitigate disputes before they reach you.
