Create accurate invoices, take in-clinic payments, and submit cleaner claims—standardized for multi-location hearing care networks. Central controls, local execution, audit-ready.
Payment & Billing Features
Quotes and Invoices
Create professional invoices from approved quotes in one click—carry over line items, pricing rules, taxes, and discounts, and auto-attach the sale to the right appointment.
Credit Card Processing
Push totals to the terminal, take credit/debit and contactless payments in seconds, and have approvals post back to the invoice automatically. Keep a last-four reference for quick lookups.
Deposit & Cash
Record takings by tender and location with Cashbox, confirm deposits before sign-off, spot variances quickly, and close the day with a clean audit trail.
Country-Specific Rules
Follow country-specific rules—US managed care, UK NHS, and Australia HSP—so claims are complete, reimbursements arrive faster, and patient balances stay clear.
New Finance System Integrations
Sync with QuickBooks/Xero/AvaTax/Waystar; keep accounting and billing aligned across sites.
Financial Reporting
Track A/R, collections, write-offs, and payer trends in real time, see what needs action, and make decisions with confidence.
Quotes and Invoices
Accurate, Consistent Invoicing—Across All Clinics
- Fewer edits after the visit - Create an invoice instantly, with accurate pricing, taxes, and discounts.
- Consistent paperwork - Use shared templates so every clinic sends the same professional document with the right fields and branding.
- Stay aligned - Sales start linked to the correct appointment, keeping reconciliation clean and reports reliable.
Quoting → Invoicing, Simplified
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.
Invoice & Quote Templates
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.
Tax & Discount Controls
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.
Refunds & Exchanges
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.
Sales Search & Auto-Matching
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.
Split Sales Commissions
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.
Credit Card Processing
Manage Simplifies In-Office Credit Card Processing for Quick, Secure Transactions
Manage Simplifies In-Office Credit Card Processing for Quick, Secure Transactions
Speed up checkout with integrated credit card processing: totals push from the invoice to the terminal and approvals post back automatically. Keep a last-four-digits reference for quick lookups on Fast Track and regular invoices, and record non-card payments with custom methods so every transaction is streamlined and accurate.
- Shorter checkouts - Cut queue times with no manual totals or redundancies at the counter.
- Return visits are faster - Confirm the card at a glance using a last-four reference for quicker checkouts during return visits.
- Centralize financial information - Record checks, bank transfers, finance plans, vouchers, or other clinic-specific methods in the same workflow.
In-Clinic Card Payments
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.
Terminal Push & Approval Capture
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.
Card Reference on File
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.)
Custom Payment Methods
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.
Deposit & Cash with Built-In Audit Trail
Ensure Clean, Audit-Ready Totals at the End of Each Day
Finish closeout in minutes with cashbox, including built-in audit trails for cash and cheque handling. Standardize how refunds, discounts, and tax are applied, and give finance clean, audit-ready numbers every day.
- Less end-of-day stress - Totals and deposits are clear by payment methods and location.
- Close with confidence - Standard tax and discount rules prevent last-minute corrections.
- A complete audit trail - You can see who changed what, and why.
Deposit Registry & CashBox
Record cash and cheque takings by tender and location, then confirm deposit amounts before sign-off. Variances are easy to spot, deposits are logged with dates and owners, and the day closes cleanly, without spreadsheets.
Totals By Clinic/Professionals
You can review card, cash, and other tenders by clinic in seconds. Spot outliers at a glance, correct them before posting, and roll everything up to a single figure you can trust. (Drill down by provider where needed.)
Refund, Tax & Discount Controls
You can apply refunds, discounts, and tax adjustments the same way across clinics. Permissioned actions, required reasons, and automatic tax recalculation keep documents consistent and the audit trail intact. US-only option: automated tax rates via AvaTax integration.
Purchase Orders From Sales
You can create purchase orders directly from the sales page so stock and vendor details stay linked. Ideal for special orders and dropship—fulfillment stays smooth and there’s a clear chain from order to invoice.
United States
In-clinic credit card processing (card-present) with terminal push/approval capture; card reference (last four digits) on Fast Track and invoices; governed discounts/tax; deposit registry & cash box; accounting & ERP/CRM sync; US tax & address validation via AvaTax integrations.
United Kingdom
Accurate VAT across clinics; standardized refunds/discounts/tax; deposit registry & cash box.
Australia
GST-aware billing; standardized refunds/discounts/tax; deposit registry & cash box. Learn more about bulk insurer payment posting and export tools.
Integrations
Connect Billing to the Systems You Use
Manage keeps your clinic's finances running smoothly. Manage connects with Quickbooks, Xero, Avatax, Payjunction, and Waystar to simplify your clinic's financial workflows. From invoices and tax reporting to payments and insurance reimbursements, these integrations ensure accuracy and compliance with less manual work. Availability varies by country and onboarding; consult us to confirm it.
Financial Reporting
Get Real-Time Financial Insights with Data-Driven Reports
Access detailed reports that give you up-to-date insights into your clinic’s performance. Create custom reports tailored to your needs, make informed decisions quickly, and always have the right data to guide your financial strategy.
Designed to Optimize Patient Care Across the Hearing Care Journey
Auditdata Manage is designed for the audiology industry and enables hearing care professionals to streamline administrative tasks and standardize patient care. Keep secure records of your patients, implement paperless protocols, ensure consistent data, and use insights gathered from across the hearing care journey to deliver the best care experience.
Frequently Asked Questions
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Yes. Approved quotes convert to invoices without re-typing. Line items, prices, taxes, discounts, and patient details carry over. Deposits can be taken up-front (where configured) and stay linked to the final invoice.
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Our audiology practice management software support in-clinic credit card payments in the United States via integrated PayJunction countertop terminals. Accepted tenders include major card brands and contactless wallets like Apple Pay and Google Pay on supported terminals.
Outside the US, built-in terminal integration isn’t available; you can still record payments taken on your own terminal in Manage.
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Only the last four digits are stored as a reference after a card payment/deposit on Fast Track and regular invoices. This is not a reusable, chargeable token.
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Not as standard. Online/card-not-present flows are available on request, subject to region, onboarding, and scope. If this is something you want, we'll confirm fit during project scoping.
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Manage support VAT/GST/sales-tax rules with governed discounts/refunds globally. In the US, Avalara AvaTax is mandatory because it provides real-time tax and address validation.
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Workflows have prompts for permissioned with required reasons and automatic tax recalculation. Exchanges keep history intact and issue credit notes where needed, preserving a clean audit trail.
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Use Deposit registry & cash box to to record collections by payment type/location, review totals by site/professional, resolve variances, and post clean daily totals to finance.
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Sync accounts (daily totals/journals) or journal export (e.g., QuickBooks IIF/CSV). ERP/CRM integrations (e.g., Dynamics, NetSuite, NAV) are supported with scoping to confirm flows, versions, and mappings.
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We store non-sensitive payment metadata and the last four digits only—no PAN/CVV. We work with PCI-compliant payment providers and follow HIPAA/GDPR-aware practices.
Get more with Auditdata Manage
Our multi-location software for hearing care professionals simplifies practice management, empowering hearing care professionals as they care for others.
Patient Management
Streamline administrative tasks to focus on providing the best care possible to your patients.
New AI-Powered Notes
Automate note-taking with AI so you spend less time typing and more time with patients.
Guided Activity Workflows
Simplify and standardize tasks with step-by-step workflows, ensuring consistent, high-quality care every time.
Billing & Payments
Make invoicing and insurance claims faster and easier with automated billing tools.
Insurance & Reimbursements
Follow country-specific insurance rules for the United States, United Kingdom, and Australia—covering claim formats (CMS-1500, NHS, HSP).
Security & Compliance
We have partnered with Microsoft to give you the most secure and accessible cloud service in the world.
Integrations
Connect your favorite tools and systems to create a smoother workflow, reduce manual tasks, and keep everything in sync.