How to Process a payment with Foris

How to Process a Payment with Fortis


Step 1: Select Post Payment within the patients appointment or Patients file>Ledger>Payments tab.

Step 2: Enter Payment Amount

Step 3: Select Credit

Step 4: Select Green Plus Sign to Launch Fortis


Step 5: Select Account Vault

Step 6: Click on area to enter CC number

Step 7: Swipe Patients credit card on terminal linked with Fortis to fill in data or manually enter the CC info

Step 8: Select Save

Step 9: Close Fortis Window

Step 10: Select payment type from CC dropdown in Katana and post payment.


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