Tender Types
- Anthony Campana
- Christine Daum
Video Password: bestrx310
- 1 Tender Types
- 1.1 Cash
- 1.2 Check
- 1.3 Credit Card
- 1.3.1 No Payment Processor
- 1.3.2 Integrated Payment Processor
- 1.4 Debit Card
- 1.5 FSA/HRA Card
- 1.6 Charge Account
- 1.7 Food Stamp
- 1.8 EBT Card
- 1.9 OTC Card
Tender Types
There are a few ways to collect a payment using the “Tender” button on the register during a transaction. We will review each of them in more detail below:
Cash
Selecting this option will bring up a window asking you to enter the amount of money being collected.
If you enter a value below the transaction amount, you will be returned to the Tender Type selection window to select an additional method of payment to complete the transaction.
If you enter an value above the transaction amount, a prompt will apear listing the amount of change to issue the customer.
Check
Selecting this option will bring up a screen asking you to enter in the check details. Keep in mind, BestPOS does not cash checks, so this entry is for record-keeping purposes only.
The only mandatory field is the Amount field. From there, you can enter any other check details you’d like, including:
Amount: The dollar amount listed on the check.
Check #: The check number listed on the check.
Cust Name: The name of the customer.
License #: The customer’s driver’s license number.
Phone #: The customer’s phone number.
Bank Name: The name of the customer’s bank.
Routing #: The routing number for the customer’s bank account.
Account #: The account number for the customer’s bank account.
Credit Card
No Payment Processor
If you have not set up an account with one of our integrated payment processors, Heartland or Cardknox, a prompt will appear on the right of the Tender Type screen> Here, you will need to enter in the amount and card info for the payment.
If you don’t have a payment processor, no money will be moved, as discussed in the flashing red box under the Credit Card Information window.
Integrated Payment Processor
If you have an account set up with one of our integrated payment processors, Heartland or Cardknox, the windows for entering card information will vary slightly (depending on the processor you’ve selected).
If a patient has credit card information saved on file, a prompt will appear asking if you’d like to use the stored card information. This way the patient can pay for their orders without having to bring the card to the pharmacy each time.
Debit Card
Debit cards follow the same process as credit cards, however, the system may prompt for a PIN number. (This will depend on the payment processor and/or the customer’s bank.)
FSA/HRA Card
To take FSA/HRA card payments, the pharmacist in charge must be a member of SIG-IS, or the Special Interest Group for IIAS Standards. You can enroll on their website by navigating to Membership Signup → SIG-IS Membership Form Help. When your membership is active, a member of our support team will assist you with filling out the required TPS certification form. Once this is complete, you can begin processing FSA/HRA card payments in BestPOS through your integrated payment processor.
Remember, FSA/HRA cards can only be used to pay for FSA/HRA eligible items. For this reason, the item(s) must be listed in the transaction when selecting the FSA/HRA Card tender type. If there are ineligible items in the transaction, you will need to select a second payment method to be used to pay for those items.
FSA/HRA cards can not be used to pay a charge account balance, even if an FSA eligible item was put on the charge account.
Charge Account
The transaction balance can also be applied to a patient’s charge account. Charge accounts can be viewed and managed within BestRx, using the Acct Receivables drop down menu. You can collect payment for charge accounts in BestPOS as well.
Selecting the Charge Account tender type will ask you to select a customer, if one isn’t already associated with the transaction. If the customer doesn’t have an existing charge account, you will be prompted to open one for them.
Charge accounts are associated with the Family Name listed in the patient’s file. In this way, multiple patients can be put under the same charge account, by putting them in the same family.
Food Stamp
This tender type should be used if the patient is using paper food stamps to pay for their transaction. As with FSA/HRA payments, food stamps can only be used to cover the balance of Food Stamp eligible items. (You can indicate whether an item is eligible in the item file.)
EBT Card
EBT cards are the debit card form of food stamps. As with the paper version, EBT Cards can only be used towards items marked as “EBT eligible” in their item file. (An account with one of our integrated payment processors is required to accept/process EBT card payments in BestPOS.)
OTC Card
Currently, OTC Cards cannot be processed within the BestPOS system. Entering the transaction in BestPOS is for record-keeping purposes only. It does not collect/move any money from the OTC card.
You will need a standalone terminal from InComm to collect payment from an OTC card. To get set up with a OTC card terminal, reach out to InComm on their OTC Benefits Card page and fill out the contact form at the bottom.
BestRx does not directly support InComm machines as they separated from our software. If there is an issue with the machine or a transaction made on one, you’ll need to contact InComm for assistance.