Turn approved quotes into invoices without re-typing. Line items, prices, taxes, discounts, and patient details carry over automatically. Take deposits up-front (where configured) and keep them linked to the final invoice for accurate, efficient efforts.

Use standardized templates across locations—logos, terms, and required fields included. Customize layouts by region to show the correct tax fields and disclosures. Every document is print- and email-ready with a consistent, professional look.

Apply taxes and discounts consistently with central pricing rules, while permissions prevent unapproved markdowns. Region-ready tax handling supports local models (e.g., sales tax or VAT/GST). US-only: automated tax rates via AvaTax integration.

Handle full or partial refunds with guided steps that preserve the audit trail and calculate taxes correctly. You can exchange items without losing history, issue credit notes when needed, and keep patient accounts tidy and up to date. 

Find any sale in seconds by patient, date, or amount—and auto-match the invoice to the correct appointment so clinical, front desk, and billing all reference the same record. This reduces manual lookups and keeps daily reconciliations moving.

Assign revenue fairly by provider or location at the invoice or line level. Use predefined split rules or enter a custom split when needed. Commission and productivity reports reflect the final split automatically, and refunds/exchanges update the history.

Push the invoice total to the terminal and take credit/debit or contactless payments in one step. The approval, masked card details, and amount post back to the invoice automatically so receipts are accurate and staff avoid redundancies.

Send amounts from the invoice to the terminal and receive approvals with the authorization code and masked card details. This eliminates errors and ensures the amount paid matches what’s recorded.

After a card payment or deposit, you can retain the last four digits as a reference on Fast Track and regular invoices. Teams confirm the card at a glance and keep a clean audit trail. (For reference only — not a reusable, chargeable token.)

Record all the ways you get paid in one place—check, bank transfer, finance plan, voucher, or clinic-specific methods. Add required notes to each method and keep end-of-day reconciliation straightforward and accurate.