Set up and manage Neo Payments

For customers in the United States only

Neo Payments is IDEXX Neo’s integrated credit card processing solution. If you are not currently signed up for Neo Payments, click here.

As part of Neo Payments, you can complete the integration for Online Payments, which provides a convenient, contactless payment option for your clients.

  • Staff send pay links to your clients via SMS text message from Neo.
  • Your clients pay invoices and prepayments via the pay link they receive from you right on their mobile phone.

Note: Online payments can only be used with Neo Payments integration.

Permissions: System Admin

Prerequisite: Your practice must establish a Neo Payments subscription before you can complete the integration in Neo.

See Take a payment to learn how to enter a Neo Payment.
See Send and manage online payment links to learn how to send pay links to your clients and keep track of online payments.
See FAQs: Neo Payments for more information.

Click on a topic to jump to a section in this article:
Connect Neo Payments to Neo
Deactivate or reactivate a terminal
Test a terminal connection
Sync a new terminal
Connect Online Payments to Neo

Connect Neo Payments to Neo

  1. Click your username. Then click Administration.
  2. Click Integrations.
    For multi-branch practices only. Select your branch.
  3. Enter your Neo Payments user name, password, and merchant ID. Then click Connect.
    Note: For multi-branch practices only. The same merchant ID can be used for multiple branches.
  4. Registered terminals will display as active.
    Tip: HSN is the hardware serial number on the terminal you connected. If you have more than one terminal, the terminals will display in order by HSN.
  5. Optional. Click the pencil icon to give the terminal a friendly name. For example, Front Desk left. Then click Save.
  6. For Clover terminals only. If you want to update your print receipt or signature settings from your Clover terminal, click the pencil icon.
    • Click the Print Receipt toggle to turn off printing receipts.
      IMPORTANT: If you leave Print Receipt turned on, the receipt will print from the terminal with every transaction regardless of status, even if the credit card is declined.
    • Click the Signature toggle to turn off requiring a signature.
      mceclip0.png mceclip1.png
      Print Receipts and Signature turned off Print Receipts and Signature turned on

      If you ever want to print receipts or require signatures from the terminal again, follow steps 1 and 6 above.

Note: Once your integration is complete, the payment type for integrated payments (Neo Payments) is created automatically and will be available immediately.

Tip: It is recommended you inactivate any of your existing manual credit card payment types to avoid confusion when taking payments, though you may choose to keep at least one payment type for cases when an offline payment needs to be recorded in Neo. For example, Credit Card. See Manage payment settings for more information.

Deactivate or reactivate a terminal

  1. Click your username. Then select Administration.
  2. Click Integrations.
  3. Locate the terminal you want to inactivate, and click the pencil icon.
  4. Click the Terminal Status.
Inactive Active

If you want to make the terminal active again, follow the steps above.

Test a terminal connection

  1. Click your username. Then click Administration.
  2. Click Integrations.
  3. Locate the terminal you want to test the connection of, and click Test Connection.
    Tip: If the terminal is not connected, make sure the terminal status is Active.

 

Sync a new terminal to Neo

If your practice receives a new terminal after your initial Neo Payments setup, once the device is installed and bolted, you must sync your merchant ID to the terminal so it will display in Neo.

  1. Click your username. Then click Administration.
  2. Click Integrations.
    For multi-branch practices only. Select your branch.
  3. To the right of your merchant ID, click the menu button menu_button.png. Then click Sync Terminal.
    Neo_Payments_Sync_Terminal.jpg
  4. Wait for the sync to complete. You will see a confirmation success message and the new terminals will display in your terminal list.

Connect Online Payments to Neo

If you are new to Neo Payments, your online payments activation and setup will be included with your Neo Payments integration to Neo.

If you are an existing Neo Payments customer, you must contact the Neo Payments team at CCPAnalysis@idexx.com to opt in to Online Payments. Then complete the steps below after receiving your email from Cardpointe with the subject “New HPP User Account for {name}.securepayments.cardpointe.com”. The email  contains your practice’s Cardpointe HPP (Hosted Payment Page) pay link, username, and password.

You can only send pay links to your customers to pay online after the steps below are complete.

IMPORTANT: The Cardpointe HPP page offers a variety of functions and settings. It is very important not to make changes to the HPP configurations or use the page outside of the Neo Online Payments integration. Any changes other than detailed in the instructions below could result in your Online Payments integration breaking.

Watch a video to learn how to complete your Online Payments setup

  1. Click your username. Then click Administration.
  2. Click Integrations.
    For multi-branch practices only. Select your branch.
  3. Open the email referenced above and click on the Login URL link.
  4. Log in to the Cardpointe HPP page using the username and password included in the email.
  5. On the Cardpointe HPP page, click Connect on the top menu bar.
  6. Click Notifications in the menu on the left-side of the page.
  7. In the bottom-right corner, click the Build your links/button button.
  8. Review or update your form type. CardConnect offers two versions of the payment page:
    • Full = full form which requires the client to enter in full details
    • Mini = short form that only requires the minimum card details.
      The full form page is selected by default, but you can click Mini to change the form type. 
      Note: Click Full to change the form type back, if desired.
      CCP_form_type_full_or_mini.png
  9. Click the Copy to Clipboard button under the Pay Link.
    31.0_Click_copy_to_clipboard_button_HPP.png
  10. Return to Neo and paste the URL into the Cardpointe HPP Pay Link box.
    31.0_Return_to_Neo_Integrations_page.png
  11. Click Activate. The Webhook Link URL will display.
  12. Click the Copy button to copy the Webhook URL..31.0_Online_payments_HPP_and_webhook_links_in_Neo.png
  13. Return to the Cardpointe HPP page, and click Notifications in the menu on the left side of the page.
  14. Paste the Webhook Link in the Webhook URL (optional)
    IMPORTANT:
    Be sure to copy over the “https://” that is already in that field.
    31.0_Important_paste_webhook_link_in_URL_box.png
  15. Click the Save notifications settings button to save your changes.
    Note: On the Notifications page you will see that your clients are set to receive email receipts after they complete a payment. A copy of that email receipt will also be sent to whatever email address is listed in the “To” Email Address field. We recommend this go to your primary practice inbox or a staff member responsible for collecting payments.
  16. Optional. Add a logo to display on the pay link page where the customer enters their payment information:
    A. In the Cardpointe HPP page, click Setup on the top menu bar.
    B. Click the Choose File button to select and upload your logo.
    C. Click Save at the bottom of the page.
    Important: If you forget to click Save, your logo will not be saved.

    31.0_merchant_account_company_logo.png

Your setup is complete; and your practice is now ready to use Neo Payments and Online Payments!