Using recurring payments in Atlas with the PowerPay module require attention on three key points.
- The user has to process a Payment on the date the recurring payments are created. Previously Atlas users could setup Post Dated payments in Atlas without processing a transaction. With PowerPay, the user needs to process a Payment Transaction at the time of card swipe. More details will be discussed in the following sections.
- Recurring payments process through the Payment Gateway on the day configured during the setup. Those payments are not reconciled into Atlas until the user opens the Post Dated Payments window.
- Clinics must properly OPEN CASH and CLOSE CASH to reconcile payments into Atlas and to generate accurate end-of-day reports for reconciliation.
Any transaction in Atlas that produces a Balance Owing and the user chooses a Payment Method linked to PowerPay will prompt the user to create recurring payments.
Creating Financial Plans (Health Plan) for Patients is the most common reason for generating Recurring or Post Dated Payments. Most Patient Financial Plans have an option for Monthly payments which the clinic would like to process without the Patient presenting their card or even being present each time.
The above example shows a Health Plan created for $1200 with a ‘time of transaction’ payment of $100. The Pay By method is Mastercard (a preconfigured PowerPay form of payment) so Atlas will prompt upon completion to create the recurring payment schedule and will process the $100 payment today.
Refer to the Atlas Chiropractic Systems User Manual for details on the Post Dated Payments window.
Review the Schedule summarized in the first lines.
Enter the customer Phone Number where prompted.
Swipe or manually enter the Credit/Debit Card details.Click SCHEDULE when complete
Verify success and note Authorization Code.
NOTE: If you select ‘Recurring ETF/Checking/Savings Account Payments’ option, Atlas will display an image of a check to ensure proper entry of the Routing and Account Numbers.
Post Dated / Recurring Payments will process on the scheduled date 
according to what was setup in the previous steps. However, you must open the Post Dated Payment screen in Atlas after Payment Gateway has processed to sync the payments into Atlas.You will see a Payment Syncing window when you open Post Dated Payments. Depending on the number of Payments to sync this could take a few minutes. Once complete you can review the sync using the CASH report.
Further Reading:
Further information is available in our Atlas Chiropractic Systems User Manual. It includes extended information on using the Transaction screen, configuring Services and Inventory, understanding the Transaction Ledger and more.