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Openpay - How to process a payment

As of February 2023, please read https://soeidental.atlassian.net/l/cp/DX9xsoHK article before processing any openpay payments.

Step 1. Log into Exact

Log in using your:

  1. Username

  2. Password

Step 2. Click Patients on the top left of Exact.

Step 3. Select a patient and click the “$” Icon

Step 4. Take a payment

Click the “Payment” button at bottom of pop up

Step 5. Process a payment

  1. Add a payment amount

  2. Select a payment method - Openpay

  3. Click “Process”

Step 6. Enter Details

  1. Input customer ID from their Openpay Application

  2. Click “Submit

Done.

This completes the HOW-TO take an Openpay payment once integrated.

 

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