> ## Documentation Index
> Fetch the complete documentation index at: https://docs.decodahealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Carts, Quotes & Credits

> Create and manage shopping carts, send quotes and estimates, and issue patient credits.

<Info>
  Navigate to **Billing > Carts** to manage carts, or open a patient's profile to manage credits.
</Info>

## Carts

<Note>
  The Carts page is being integrated into the Checkout workflow and may be removed in a future update.
</Note>

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

### Create a Cart

<Steps>
  <Step title="Navigate to Carts">
    Go to **Billing > Carts** and click **Create Cart**.
  </Step>

  <Step title="Select a Patient">
    Search for and select a patient. This field is required.
  </Step>

  <Step title="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).

    When you apply a patient's banked items or a category discount, the cart spreads the credit across every matching line up to the number of units the credit still has — never covering more units than a line has, and never more than the credit holds. The result is the same no matter the order you add the items or click the credits.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Review Cart Preview">
    The right-side panel shows a live preview of the cart with subtotal, discounts, and total.
  </Step>

  <Step title="Save">
    Click **Create Cart**. The cart is saved with a **Draft** status and appears in the cart list.
  </Step>
</Steps>

### 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.

### 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.

## Quotes & Estimates

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

### Create a Quote

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="Send">
    Click **Create & Send Quote**. The patient receives a link to view the quote.
  </Step>
</Steps>

### Quote Statuses

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

### When a Patient Accepts a Quote

When a patient accepts a quote, Decoda sends a **Cart accepted** notification so staff can follow up and turn the accepted quote into a charge.

Staff choose whether to receive this notification under **Settings > Notifications** (in the Payment & Billing section). Anyone who can view billing can subscribe.

You can also have Decoda create a follow-up task automatically whenever a quote is accepted. This is off by default — turn it on for your clinic under the task settings for the **Cart accepted** notification. Declining a quote does not send this notification or create a task.

### 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.

## Patient Credits

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

Some booking fees can become patient credit automatically after the booking-fee payment succeeds. When this happens, the credit appears in **Patient Credits** with the booking-fee description, and the original booking-fee payment stays in the patient's billing records.

### 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.

### 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.

### 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).

### 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.