How to resume an in-progress transaction
If you initiate a transaction but close the browser or lose connection before completion, you can reconnect to the existing 'In Progress' transaction by following these steps:
Initiate an identical transaction, prompting the matching screen to appear.
Click the 'VIEW' button next to the 'In Progress' transaction.
Upon viewing the transaction, you will be provided with the option to 'Reconnect' to the transaction to complete the payment process or return to the matching screen using the 'Back' button.
Once you click 'Reconnect' you can carry on taking the payment as normal prompting the patient to insert or tap their card.
How to reconcile a successful transaction
In cases where a transaction has been successfully processed but not reconciled back into Dentally, users can reconcile the result by following these steps:
Initiate an identical transaction for the same patient, triggering the appearance of the matching screen.
Click the 'VIEW' button next to the successful transaction.
This action will lead you to the status page of the completed transaction, where you can choose to reconcile the result back into Dentally. Additionally, a back button is available for navigating back to the matching screen page.
Understanding the statuses
When presented with the matching screen to reconcile/resume your transaction you will notice the payments will sit in one of the following statuses:
In Progress - Indicates a transaction that has not yet been completed, and can be resumed from here - For example, one machine is not working so you send to another to resume the transaction. Discover more
Successful - Denotes a transaction that has been successfully processed through your terminal, with the transaction result stored in the cloud but has not yet been pulled through to Dentally. Reconciling this payment will allow it to be reflected in Dentally on the patient's record. For example the payment was processed on the terminal but there was an issue connecting back to Dentally. Read more
What is the matching screen?
The purpose of the matching page is to give users the opportunity to proceed with a previous transaction that may have been interrupted, thus facilitating a more streamlined reconciliation process 🎉
Understanding and effectively utilising the matching screen is essential for managing transactions seamlessly.
Whether reconnecting to in-progress transactions or reconciling successful ones, the steps below ensure efficient transaction management and accurate record-keeping.
💡Top Tip - If you are having trouble getting your terminal back online, please speak with your card provider's support first for assistance with your card machine. Once it is online, you can follow the steps above.