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.