Transactions can be accepted through your physical Clover Devices or via Direct Entry (more on this below). As a reminder, you must add all Clover Devices to Instinct using the instructions above before they can be used.
To accept a payment using a Clover Device, head to the patients Invoice and click ‘Payments’ to open the payments screen on the right side of the page. Once you choose ‘Credit/Debit Card’ as the Method, an additional field called ‘Terminal’ appears which includes a list of all of your Clover Devices. Please make sure your Clover devices are turned on prior to initiating a transaction.
Once all required fields are filled out, click the orange ‘Initiate Transaction’ button to send the transaction to the selected Terminal as shown above.
The Payments screen on the right side of the page will update letting you know the payment has been sent to the terminal as shown below. A Gravity Payments pop-up will also appear with the transaction details, an option to Cancel this transaction, and an option to add the credit card via Manual Entry.
Selecting Cancel simply cancels the transaction.
Selecting Manual Entry updates the Gravity pop-up to easily enter the credit card information manually if needed (shown below).
Once a payment has been processed, the Payments screen will update in real time and display a confirmation message as shown below.
You can then:
Change to Inpatient – update the status of the patient to ‘Inpatient’
Check Out – check this patient out of Instinct
Print Invoice – download/print the current invoice
New Transaction – process a new transaction (helpful if the owner is using multiple forms for payment)
💳 Direct Entry
This method does not require a Clover Device and allows you to manually enter the credit card information at the time of the transaction.
To process a payment via Direct Entry, select ‘Credit/Debit Card’ under Method and ‘Direct Entry’ within the Terminal drop down.
Click ‘Initiate Transaction’ to launch the Gravity Direct Entry screen.
Enter the Credit/Debit Card information, click ‘Pay’, and you’re all set! Once a payment has been processed, the Payments screen will update in real time and display a confirmation message as shown below.
📝Please Note: Direct entry transactions will not appear on the Clover end-of-day reports since the transaction was processed through Instinct and not a Clover device. A record of these transactions will appear in the Gravity portal.