We'd like to charge a 3% fee for credit card transactions. It would be nice if Dentrix had a feature that would add a calculated fee like the one that does a discount for clergy or cash.
This exists, you just have to start from scratch to make it happen.
Office Manager > Maintenance > Practice Set Up > Definitions
Choose Adjustment Type (this will likely be the option when the box opens) - add a "+" to the first field box and "3% Credit Card Fee" in the definition text.
Then - Ledger > File > Tax/Discount Options Setup.
Click New and enter "3% Credit Card Fee" in the Description.
Enter 3% in the Percentage box and "3% Credit Card Fee" Adjustment Type to be used in the Ledger.
After this is all done, you should be able to open the Ledger > Transaction > Enter Tax / Discount and choose "3% Credit Card Fee" - the system will add it automatically to the ledger.
Now, it used to say something else, but testing the steps, the ledger now says "Sales Tax" for the charge and I don't know how to change that - but maybe someone else has experience or has time to talk to someone about figuring that out...
Guest
This exists, you just have to start from scratch to make it happen.
Office Manager > Maintenance > Practice Set Up > Definitions
Choose Adjustment Type (this will likely be the option when the box opens) - add a "+" to the first field box and "3% Credit Card Fee" in the definition text.
Then - Ledger > File > Tax/Discount Options Setup.
Click New and enter "3% Credit Card Fee" in the Description.
Enter 3% in the Percentage box and "3% Credit Card Fee" Adjustment Type to be used in the Ledger.
After this is all done, you should be able to open the Ledger > Transaction > Enter Tax / Discount and choose "3% Credit Card Fee" - the system will add it automatically to the ledger.
Now, it used to say something else, but testing the steps, the ledger now says "Sales Tax" for the charge and I don't know how to change that - but maybe someone else has experience or has time to talk to someone about figuring that out...