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Ortho2 Edge POS Integration

About

Ortho2 is a leading provider of comprehensive, cloud-based practice management, imaging, and communication software designed specifically for orthodontists.  

Website: Ortho2 Edge

Category Details
Integration Type On-prem

Installation Guide:
Installing POS+ On-Prem

Note: Ortho2 also offers a cloud version, but we do not yet support that.
Features Card on File
Stored card to quickly recharge a known customer.

Deposit Payments
Take a down payment against an invoice.

Refund
Process refunds directly through the platform.

Split Refund
Refund a partial amount of a purchase.

Void
Void transactions before settlement.
Payment Flows Push to Terminal
Payment Links
Keyed Transactions
Keyed ACH

Important Notes

Once a payment flow has been built for a software, it becomes available to all users.

Critical Notes:
  • Payment links do not automatically reconcile for on-prem softwares. This can be supported with additional development.
  • Make sure that both POS+ and Ortho2 are run as non-administrators. To do this, right click on the shortcut file for both POS+ and Ortho2, go to Compatibility, and uncheck the box that says "Run this program as an Administrator". See here for further detail: Video Instructions

 

Marketing Demo Video

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Integration Type

This integration requires the On- Prem software to be installed.

Support

  1. Moving the mouse or typing on the keyboard while POS+ is running a payment activity might cause POS+ to fail. Therefore, inform the merchant not to engage in these activities while running a transaction through POS+. If the transaction fails, simply retry the operation and remove hands from the mouse and keyboard for a few seconds.  
  2. If the user’s machine is too slow, POS+ might timeout waiting for a user’s activity. While we have never seen this in practice, it is possible that people are running 20+ year old machines and the machine is simply incapable of running a POS+ integration.  
  3. Ensure the user’s hosted version is supported by POS+. 
  4. Firewalls can prevent the POS+ executable from installing. Please consult with the customer’s network personnel to overcome any obstacles.