Introduction:
If you have signed up for PlanetDDS Pay, this guide will provide instructions on how to set it up in Cloud9 so you can begin processing credit card transactions.
Process description:
You will need to add in a new payment account, select a payment processor in the Practice Information setup, and set the payment processor for the location.
Step-by-step instructions:
- In the setup section of the account, select the option labeled "Payment Account - PDDS Pay".
- Enter in the following information to setup a new account:
- The description field is what the office will see it's recommended to use the office location name for the Stripe Account. For example: Marietta Office.
- Input the Stripe Account ID
- The Account ID is generated after Stripe onboarding is complete and can be found on your Stripe Profile Page.
- The Account ID is generated after Stripe onboarding is complete and can be found on your Stripe Profile Page.
- Once entered, click Save.
- If the Account ID is correct, the screen will close without issue. If the Account ID is not correct, you will see the below error message. There are two main reasons why this would occur:
- The Account ID was mistyped when being entered. It is best to copy/paste from the Stripe Dashboard Profile Page.
- The Account ID is not found within Stripe. Verify with Stripe that the onboarding of that account/location has been completed.
- If the Account ID is correct, the screen will close without issue. If the Account ID is not correct, you will see the below error message. There are two main reasons why this would occur:
How to Setup Planet DDS Pay in the Practice Information Screen
- When viewing the Practice Information Screen, you will now see a tab labelled "Payment Processor"
- Click this tab to set the default payment processor and account point of sale. If there is no account set at the individual Location, then transactions will default back to this account.
Setup > Locations
The Payment Processor and account are displayed at a glance for each location. Non-Admin users have the ability to view and edit these fields. When you edit a location the xweb tab has now been renamed to Payment Processor and from here you can set the relevant fields for whichever processor you are using at this location. The Cloud 9 Pay form allows further customization such as marking the CVV field or Zip code as required. This gives you control over which form style the employees will need to utilize when taking payments.
Additional information: