This is the real Summary & Send step. Charge the stored card or send a link — or hit Back to the items page and add more to the sale. Nothing you click is live.
H
Take Payment
Margaret Whitlock · 0407 195 353
🔒 Staff code at send
Margaret has a Card On FileMASTERCARD ···· 0008— charge it directly from Summary & Send, no SMS link needed.
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Patient
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Items
3
Summary & Send
Review
Margaret Whitlock0407 195 353
Consultation fee×1$5.00
Webster pack×1$6.00
Total$11.00
Options
Charge the patient with their Card On File
The stored card (MASTERCARD ···· 0008) is charged immediately — no SMS link needed; a confirmation link is sent automatically.
Send
SourceCard On File (MASTERCARD ···· 0008)
Charge$11.00
Charges the stored card immediately — no payment link is sent.
No card numbers over the phone
Text a secure payment link instead — patients pay on their phone by card, Apple Pay or Google Pay. Nothing written down, nothing read out.
Card on file, done properly
Store a card securely for card-on-file charges — charge it straight from Summary & Send, no link needed. Tokenised by your provider, never on paper.
Paid before it leaves the shop
Deep integration with the rest of the Hub — charge for a MediDrop delivery or a Quda order in the same flow, and get paid up front.
THE HALOPAY DIFFERENCE
A notepad of card numbers, or one secure vault.
Save a card securely for card-on-file transactions. No more handwritten cards, no numbers read out over the phone. Join the future with a secure payment provider.
Paper & phoneSecure vault
Secure, legal and easy
Powered bytyro
Card numbers — do not lose!
Margaret W. — 5412 7534 8890 1234
exp 06/27 cvv 419
John P. 4111 1111 4242 4242
Ken D. — 5555 4444 3333 2222
call re: declined card?? — RT
Mrs H owes $40 — took card by phone
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Take your first secure payment.
Book a free QuickStart — we'll set HaloPay up with your provider and walk your team through the whole flow in about 20 minutes.