General steps to configure and use Windcave remote payments
It is important to know the general steps to configure and use Windcave remote payments.
This table gives each general step and the related documentation:
| Step | Task | Documentation |
|---|---|---|
| 1 | A practice manager speaks to Windcave customer support and makes sure that they have:
| Not applicable. |
| 2 | A practice manager configures the Windcave hosted payments integration. | Configure the Windcave hosted payments integration |
| 3 | A practice manager configures a dedicated payment method for remote payments. | Configure a payment method for Windcave remote payments |
| 5 | A practice manager configures the necessary templates for remote payments. | Configure templates for Windcave remote payments |
| 6 | Staff members do remote payments for clients. | Do a Windcave remote payment |