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We redesigned checkout end to end. Same actions, faster path — one screen to build the ticket, one screen to take payment, and a persistent order ticket that stays with you across both. The new checkout is now the default for everyone. The old checkout still opens if you turned the new one off, but it is deprecated and may be discontinued without notice — move over as soon as you can. Highlights

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If You Turned It Off

Every checkout link opens the new flow unless you switched it off — either from Use legacy checkout at the top of the new checkout, or from the setting below. To come back:
1

Open Beta Features

Go to Settings > My Decoda > Beta Features.
2

Switch on New Checkout

Under New checkout, turn on Use new checkout. Every checkout link opens the new flow for you again.
3

Your setting is your own

The switch is per user — teammates keep their own preference.
While you’re on the old checkout, a Please migrate to checkout v2 as soon as possible notice appears at the bottom-right until you start adding items or a comment. Click Switch to checkout v2 to jump over for this checkout (your patient comes with you), or use the See how to switch back to the new checkout link to come back here and turn the setting on. Once you start editing the order the notice hides so a click can’t discard your work.

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What’s New

The video walks through everything below. Come back here to look up a specific label or behavior.
  • Two-step flow. Build on the left, then Pay, with the order ticket pinned to the right the whole time.
  • Ready-for-checkout queue. Before you pick a patient, checkout shows everyone whose appointment just ended, is ending soon, or is coming up next at your location — with a membership badge on member rows.
  • Search-first catalog. One search bar over a two-column list of services, products, packages, and gift cards. A barcode scanner still works — search auto-focuses on the Build step.
  • Patient bands above the catalog. Everything specific to this patient shows up inline: Today’s items (from the appointment), Banked Items (already paid, redeem at $0), Package Benefits on any active package, Membership Benefits from any active membership, and Outstanding charges you can absorb into the current ticket with an Undo.
  • Today’s items says what’s already billed. Charted items that are already paid for — or already sitting on an unpaid invoice — stay in the band and say so, rather than disappearing. Add all puts everything still owing on the ticket, and the band header summarizes the rest (“All 3 already paid”, “All 3 already invoiced”). If you genuinely need to sell a charted item a second time, click Add anyway; the header then flags that the item is both billed and on the ticket, so a double charge can’t slip through quietly.
  • Sell a package and use it in the same ticket. Add a package and its benefits appear in the Package Benefits band immediately — the covered item bills at $0 when the package template gives 100% off or a fixed dollar amount off. A benefit that only tracks how many sessions are left, without discounting anything, shows up in the band too — redeeming it bills the item at its normal price and counts one session against the package. (Bundle-shape templates where the price is baked into the package don’t yet net the item to $0 in the same ticket, so for those, redeem in a follow-up visit rather than same-ticket. Selling a new membership at checkout is on the way; for now, enroll patients from their profile — existing members still get their perks applied here via the Membership Benefits band.)
  • Line-item editor. Click any line to change the sold-by provider, stack multiple discounts (with a Total saved row), choose which inventory lots the line draws from, or turn on Bank for later to sell now and set units aside for a future visit. When an item could belong to more than one of today’s providers, a Sold by prompt asks who did it and remembers the pick for the session.
  • Split a line across lots. Click Select specific shipments in the line-item editor to set a quantity per lot — five units from one lot and three from another on the same line, for example. Each chosen lot then shows what it’s contributing (“Using 5 vials”), what’s left in it, and its lot number; Edit shipments and quantities reopens the picker. Leave it alone and Decoda draws the lots for you, oldest first. If what you’ve picked doesn’t cover the whole line, checkout says so and fills the remainder from the oldest lots.
  • Today’s items shows the charted lot. A dose charted in a note carries its lot number onto the Today’s items row — Lot 24B117, or Lot auto selected in amber when the note didn’t record one. Hover it for what that means: a lot drawn from stock means the ticket matches the shelf, while a lot typed by hand on the note is only a label, because checkout still draws the oldest-expiring lot and it may be a different one.
  • One window for discounts and promotions. The Add discount or promotion row opens a single window with a Discount tab and a Promotion tab. Eligibility hints (“Requires Botox in cart”) flag promos the current ticket doesn’t qualify for.
  • Other charges band. Amounts that aren’t catalog items sit in their own band under the catalog: Custom amount for a one-off charge, Tip (split across providers or sent to the tip screen), and Patient credit for a patient prepaying onto their account balance. Searching the catalog for “tip” or “credit” finds these rows instead of returning nothing.
  • Date of service on the ticket. Under the ticket’s items, next to the charge memo, Add date of service opens a date picker for when the care actually happened, if that isn’t today. Once set, the row reads Date of service · Aug 12, 2026; click it again to change the date or remove it. The charge then carries that date alongside the date it was created, and statements, invoices, and the patient portal show the service date. Revenue and commission reporting — including Staff Pay — still counts the charge on the day it was actually created, so backdating here does not move it between reporting periods.
  • More ticket actions. The chevron next to Continue to Payment opens Print ticket, Set sold-by for all items, Bank all items for later, and Save as quote. Only Save as quote writes anything — it saves the order and opens the send window so the quote can go to the patient without leaving checkout.
  • Payment tiles with context. The 8 methods — POS Device, Charge a Card, Cash & Other, Gift Card, Patient Credit, Loyalty Points, Payment Plan, Pay Later — each show the relevant patient info (saved card, gift-card balance, credit balance, loyalty value) before you click.
  • Payment Plan is a full page with a Back to methods link, sliders for percentage down / frequency / installments, and a schedule preview.
  • Patient Credit summary-first. Just-enough credits are pre-selected (expiring-soonest first), so you don’t over-apply. Applying to ticket starts at the most the credit can cover, and you can type a smaller figure to spend only part of it — a patient with $250.00 on file can put $200.00 toward today’s visit and keep $50.00 on their account. The screen tells you what stays on their balance and what stays open on the ticket. Choose credits exposes the per-credit ledger when the patient has more than one; Add credit to account tops up their balance without leaving the window.
  • Split / partial payment sticks. Set an amount to collect now and it holds while you look at Patient Credit, Gift Card, Loyalty Points, or Cash — picking a method no longer resets it back to the full balance. If the method you pick can’t cover the whole amount, whatever is left of it stays set for the next method.
  • Pay Later, with two independent switches. Send a message texts the patient a note with a payment link, and Amount shown as controls which price they see. Start an invoicing schedule enrolls them in a rule set so Decoda keeps following up until the balance is paid. Turn on either one, or both. If a message has no payment link and no schedule behind it, Decoda warns you before it sends.
  • Tip row. Preset pills for 10 / 15 / 20% and Custom — tap one and the amount updates live. Mirrors to the customer display when connected; multi-provider splits handled from the same row.
  • $0 checkouts. When the total is $0.00, the method grid is replaced with a Close ticket without a payment? prompt. You can still add a tip if the patient wants to.
  • Result screens. Distinct confirmations for payment success, payment plan created, invoice sent, and no-charge close. When a POS payment is in flight, a Please complete payment on {device} screen waits for the terminal.

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Add a custom outstanding amount to the current charge

Under Outstanding charges, find the charge with the custom amount and click Add. Decoda copies that line into the current charge so you can collect it with the rest of the ticket. To reverse the action before payment, click Added · Undo; the copied line leaves the ticket and the original charge remains outstanding.

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Your Ticket Follows You

If you navigate away mid-checkout, the ticket is saved for 1 hour. A Checkout in progress pill appears at the bottom-right of the screen — click it to reopen the checkout with the patient, location, and items intact. The resumed checkout lands on the Build step, so if you were partway through the Pay step (choosing a method, configuring a Payment Plan), you’ll pick a method again — the ticket itself is preserved. Take payment or start a fresh checkout and the snapshot clears.
Links from appointment forms, patient billing tabs, the sidebar, and checklists still land on the right patient and, when a specific charge was targeted, that charge. They open the new flow unless you turned it off, in which case they open the old flow with the Please migrate to checkout v2 as soon as possible notice in the corner.
Saved quotes open straight in the new checkout: from Billing > Quotes, click a row (or Edit Quote / Take Payment) and the order comes back with its items, discounts, and patient intact.

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What Stayed the Same

Every payment method, discount type, and tax rule works the same. Charges, receipts, and refunds post identically for the standard payment paths. POS devices, merchant accounts, tax rates, tip displays, and custom settlement types are all configured in the same place: Payment Management. The Cash Discount Program and Surcharging settings themselves live in the same spot and are picked the same way; the underlying discount calculation is now derived from each charge’s merchant card-processing fee (not from a per-item cash price), so mixed-merchant tickets discount each charge at its own rate — see Checkout & Payment Methods for the current rules. Memberships, packages, banked items, patient credit, and loyalty points redeem the same way — only the UI surface changed.
If you absorbed an outstanding charge into the current ticket, complete it with a payment method, Payment Plan, or Pay Later so Decoda retires the original charge with the replacement. If the ticket reaches $0, use Added · Undo instead of Close ticket; the $0 close path does not yet retire an absorbed source.

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Need Help?

Have a question? Use the chat widget in the bottom-right corner of Decoda to reach the support team, or ask an AI assistant:
“Help me with the new Decoda checkout. Docs: https://docs.decodahealth.com/guides/checkout-migration”
ChatGPT ChatGPT • Claude Claude