Until now, Smile Advantage handled membership payments while your in-office transactions lived in a separate system. That meant two platforms to manage, two sets of reports to reconcile, and no unified view of your payment activity.
Today we’re changing that with Terminal & POS Support, the ability to process in-office payments through physical payment terminals directly within Smile Advantage.
One Platform for All Payments
Whether a patient is paying for their annual membership renewal or settling a balance after treatment, you can now process both transactions in the same system. This consolidation simplifies your workflow and gives you complete visibility into your practice’s payment activity.
What You Can Do
Process card-present transactions. Use your physical payment terminal for in-office payments just like you would with a standalone terminal.
Accept manual card entry. For phone payments or situations where the terminal isn’t accessible, manually enter card details through a secure interface.
Charge cards on file. Process payments using payment methods members have already stored, without requiring them to present their card again.
Track everything together. All transactions - membership and in-office - appear in the same transaction list with clear channel indicators.
Flexible Payment Methods
The terminal interface gives your front desk staff flexibility to handle any payment situation:
Terminal (Card-Present)
The primary method for in-office payments. The patient inserts, taps, or swipes their card on your physical terminal. You get the lowest processing rates and strongest fraud protection.
Manual Card Entry
When a patient calls to pay by phone, or when your terminal has connectivity issues, manually enter the card number through our secure interface. Real-time validation confirms the card type and catches errors before processing.
Card on File
For members with stored payment methods, process charges without any card handling. This is especially useful for:
- Collecting balances from existing members
- Processing payments when the member isn’t physically present
- Situations where speed is important
Platform Fee Support
For practices using our SA Payments processing, the terminal interface fully supports platform fees. Fees are:
- Automatically calculated based on your configuration
- Clearly displayed before processing
- Properly itemized in transaction records
- Included in receipts and confirmations
Channel-Based Filtering
With two payment channels flowing into one transaction list, organization matters. Filter your transactions by:
Membership: Renewals, new signups, and subscription-related charges
In-Office: Payments processed through the terminal interface
This filtering extends to exports, so you can generate reports for specific payment types.
Payment Environment Indicators
Each transaction now displays clear indicators showing how the payment was processed:
- Contactless icon: Card-present tap transactions
- Card icon: Card-present chip/swipe transactions
- Manual entry indicator: Card-not-present transactions
These indicators appear in transaction lists and detailed views, helping you quickly understand the context of each payment.
Receipt Generation
Process a payment and immediately print or email a receipt. Receipts include:
- Transaction amount and date
- Payment method details (masked card number, card type)
- Platform fee breakdown if applicable
- Member and practice information
Integration With Your Workflow
Terminal support works alongside your existing Smile Advantage features:
Member profiles: Link in-office payments to members for complete payment history visibility
PMS integration: Transaction details can flow to your practice management system ledger
Reporting: All transactions roll up into your dashboard analytics and exports
Payouts: In-office and membership transactions appear together in payout reports
Getting Started
Terminal & POS Support is available to Smile Advantage customers using SA Payments. Setup involves:
- Provisioning a compatible payment terminal for your practice
- Configuring terminal settings in your Smile Advantage dashboard
- Training staff on the terminal interface
Our team handles the technical setup. Contact us to get started.
The Unified Payment Future
Running separate systems for membership and in-office payments creates friction, duplicates effort, and fragments your data. Terminal & POS Support brings everything together so you can:
- Train staff on one system instead of two
- Reconcile payments from a single source
- See complete patient payment history in one place
- Simplify your technology stack