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Navigate to Billing > Carts to manage carts, or open a patient’s profile to manage credits.

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Carts

Navigate to Billing > Carts to manage patient shopping carts. Carts let you pre-build an order before converting it to a charge or quote.

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Create a Cart

1

Navigate to Carts

Go to Billing > Carts and click Create Cart.
2

Select a Patient

Search for and select a patient. This field is required.
3

Add Products

Search for items or packages and add them to the cart. Adjust quantities as needed. Each line item shows its unit price, and you can apply per-item discounts (flat dollar or percentage).
4

Configure Additional Options

  • Cart-Level Discount: Apply a flat dollar or percentage discount to the entire cart.
  • Notes: Add optional internal notes about the cart.
5

Review Cart Preview

The right-side panel shows a live preview of the cart with subtotal, discounts, and total.
6

Save

Click Create Cart. The cart is saved with a Draft status and appears in the cart list.

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Cart Actions

From the cart list or the cart detail drawer:
  • Edit — Reopen the cart to modify items, quantities, or discounts.
  • Duplicate — Create a copy of the cart (optionally for a different patient).
  • Convert to Charge — Send the cart to checkout to collect payment.
  • Create Quote — Generate a quote from the cart’s items to send to the patient for approval.
  • Delete — Remove the cart.

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Cart Statuses

  • Draft: Cart created but not yet acted upon.
  • Converted: Cart has been converted to a charge.
  • Quoted: A quote has been generated from the cart.

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Quotes & Estimates

Quotes let you send patients a formal estimate for review before committing to a charge.

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Create a Quote

Quotes are created from a cart. From the cart detail drawer or cart actions menu, click Create Quote.
1

Enter Quote Details

  • Title: A name for the quote (defaults to “Quote for [Patient Name]”).
  • Description: A summary of what the quote covers.
  • Valid Until Date: An optional expiration date. Quick-set buttons are available for 2 weeks, 1 month, or 2 months.
  • Terms & Conditions: Optional terms shown to the patient.
  • Internal Notes: Staff-only notes not visible to the patient.
2

Send

Click Create & Send Quote. The patient receives a link to view the quote.

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Quote Statuses

  • Pending: Sent to the patient, awaiting response.
  • Accepted: The patient accepted the quote.
  • Declined: The patient declined the quote.

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Quote View

The quote page displays the itemized list, totals, terms, and clinic branding. Staff can view any quote from within the console. Patients view a public version of the quote via the shared link.

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Patient Credits

Patient credits are prepaid balances stored on a patient’s account that can be applied toward future charges during checkout.

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Issue a Credit

Credits are managed from the patient’s profile. Open Patient Credits to:
  1. Click Add Credit.
  2. Enter the Amount in dollars.
  3. Optionally add a Comment explaining the reason for the credit.
  4. Optionally set an Expiry Date (leave empty for credits that never expire).
  5. Click Add Credit to save.

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Credit Details

The credits table shows:
  • Amount: The original credit value.
  • Remaining: How much is still available (with the used amount shown below).
  • Comment: The reason or note attached to the credit.
  • Status: Active, Used, or Expired.
  • Dates: When the credit was added and when it expires (if applicable).
  • Created By: The staff member who issued the credit.

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Edit or Delete Credits

  • Edit: Change the amount, remaining balance, comment, or expiry date.
  • Delete: Remove an unused credit (only available if no portion has been applied).

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Apply Credits During Checkout

During checkout, select Use Patient Credit as the payment method. The system shows the patient’s available credit balance and applies it to the charge. If the credit covers the full amount, no additional payment is needed.