Getting Started with Basic Payment Solution - Medical

The Basic Payment Medical Solution is simple to set up and start taking payments. We will be calling you to welcome you and set up a training appointment to show you how to use the equipment and answer any questions. 

1 Learn about your Merchant Services account

Your Merchant Services account is accessed through your Bank of America online banking account in Business Advantage 360. Like your other Bank of America products, your Merchant Services account will be visible on your Account dashboard. If you have more than one location, each location will be listed under your Merchant Services accounts. Click on a location to open your Merchant Services dashboard. 

If you need to take a payment while your equipment is being shipped, select the Access Virtual Terminal link to begin. The Virtual Terminal is also where you will process a card not present credit card payment from a customer with an international address. Learn how to take a payment in your Merchant Services account Virtual Terminal.

2 Set up your equipment

When you receive your equipment, it's time to set up and connect to the internet. Set up your employee users and assign users a PIN.

Learn about how to set up your Hybrid A800 with optional PIN Pad A35

CAUTION!
Connect peripherals, like the PIN Pad A35, before you power on to avoid damage.

3 Take a payment

Once your device is set up, the application should automatically open. If needed, you can tap Pay Engine from the home screen to open the Basic Payment Medical solution application. You are now ready to make a sale in Quick Mode. Simply enter an amount and then tap Checkout.

To reverse a sale, either void a transaction that hasn't settled yet or refund a transaction that has already settled. Learn more about settlement.

If you would like to practice transactions, switch to Demo Mode.  You can practice taking payments, voiding or refunding a transaction, and other transaction types.

4 Batch daily

Each day your terminal will need to batch out. Although your transactions automatically move into settlement throughout the day, the terminal batch helps clear the terminal memory and provides you a printed batch report that you can use for reconciliation. Depending on how your merchant account was onboarded, your terminal may automatically perform the batch settlement at a specific time each day or must be manually settled by you. 

Before you batch out, you will need to ensure that any pre-authorizations have been finalized with a post-authorization. The batch process will finalize all of your transactions. 

5 Reporting and reconciliation

In addition to the batch report, transaction history and reporting is available on the point of sale terminal. Your monthly statements are available through your Merchant Account in online banking.

Dive deeper: Learn more about the Basic Payment Medical app

• Learn more about how to take payments and view additional reports and settings.
• Protect your account by completing your PCI requirements, learning about fraud settings for your account, and how to manage any disputes or chargebacks that occur.