Accepting In-Person Payments with NMI and Authorize.net in the Mobile POS

You can now accept in-person payments via the Patient Copilot mobile app using NMI and Authorize.net. Whether using saved cards or entering new ones, this update makes mobile POS more flexible than ever. Available now in public beta for Patient Copilot and LeadConnector. ## Key Benefits of NMI and Authorize.net in Mobile POS These updates bring secure, flexible payment options to field teams and in-person service providers. - Accept payments using saved or new credit cards - Fully integrated with mobile Point of Sale (POS) - Compatible with both NMI and Authorize.net gateways - Easy setup via the web, seamless use on mobile - Enables fast, secure, and convenient in-person transactions ## Prerequisites for Using NMI or Authorize.net Before you begin accepting payments in the mobile app, ensure you’ve completed these steps: 1. Log in to the Patient Copilot web platform. 2. Navigate to Payments → Integrations. 3. Connect and set either NMI or Authorize.net as your default payment provider. ## How To Accept Payments Using NMI or Authorize.net in the Mobile App Follow these simple steps to start accepting payments using the mobile POS feature: 1. Open the Patient Copilot or LeadConnector mobile app. 2. Select the sub-account that has NMI or Authorize.net connected. 3. Tap the POS tab to launch the Point of Sale interface. 4. Begin a new transaction by either: - Entering a custom amount manually - Or selecting items from your product catalog 5. Link a contact to the transaction. 6. Review all transaction details and tap to proceed to Payment Instruments. 7. Tap on Cards on File. - If the contact has a saved card, select it. - If not, tap New Card to enter details manually. 8. Tap Charge to complete the payment. 9. Congratulations! You’ve processed your first payment using NMI or Authorize.net. * * * ## Frequently Asked Questions Q: Is this feature generally available? Currently, it is available through the public beta of the Patient Copilot and LeadConnector mobile apps. Q: Can I switch between NMI and Authorize.net? Yes, but only one can be set as your default provider at a time via the web-based Payments → Integrations settings. Q: Can I store a new card during checkout? Yes! You can manually enter and store a new card for the contact during the POS transaction. Q: What app version do I need? Ensure you’re running v3.96.5 or above of either the Patient Copilot or LeadConnector mobile app. ### Next Steps - Set NMI or Authorize.net as your default provider on the web - Update your mobile app to the latest version - Start accepting in-person payments using the POS interface - Train your team on using saved cards vs. new entries for faster transactions