Overview
PIMSY allows you to accept credit card payments from clients by storing card information securely in the Secure Vault and processing payments through the Take Payments window. To use this feature, you’ll need an active account with Blue Pay. Contact PIMSY Support to set up your Blue Pay account, link it to PIMSY, and ensure you have the required hardware and setup to begin processing credit cards.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Please assign the Create, Modify, View, and Delete permissions for the following rule(s):
- Payment Method…(Pick List)
- Invoice Co Pay / Self Pay
Step-by-Step Instructions
Step 1: Navigate to the client's chart
There are multiple ways to store a card on file for a client. For the purpose of this article, we will cover adding it to the vault from the client chart.
From the top navigation menu, go to:
Clients > Client Management
Select a client to open their client chart. On the far right side, click the Credit Card button.
Step 2: Fill Out Required Fields
Once the window opens, select Register a New Card in Vault. A new pop up will appear where you will want to enter the credit card number, Card Type, CCV number, and Expiration date. You are also able to mark the card as Default, and make notes such as "Dad's HSA card". Click Save.
Step 3: Take a Payment
The card is stored once the system gives you a successful reference number. You can use this card on the client's appointments, the Time of Service screen, or from the client account.