The provider can generate the invoice and send it to the Front Desk for check out for the patient to pay through the web or through the app. **Important Note: In order to use the Desktop Terminal or Frontdesk Checkout, the invoice will need to be created from the Aesthetic Record app. **Important Note: Ensure that your user profile has the user permission "Front Desk Checkout" enabled.
Generate the Invoice from the App and Mark as Frontdesk Checkout
1. Log in to your provider account via the AR app.
Once you have generated the invoice on the AR App and applied all appropriate discounts/Promotions, tap Option in the bottom left.
2. Mark it as Frontdesk Checkout.
3. Tap OK. Once that's done, the front desk user can retrieve that invoice.
Pay on the App using Frontdesk Checkout
4. Any user with permissions has an option to check out the patient either via app or via web.
From the main screen of the app, click the 3 horizontal lines in the top right.
5. At the bottom, tap Frontdesk Checkout.
6. Tap on an invoice to bring up the invoice window and then charge the patient.
7. If the patient has multiple invoices, check each one off and hit Merge Invoices.
This comes in handy if a patient came in to receive 2 different services from 2 different providers but you only want them to swipe their card once.
8. Continue the Checkout Process like normal.
Pay on the Web using Desktop Terminal
Alert: If you are choosing to send the invoice to the web, make sure all DISCOUNTS and PROMOTIONS are applied beforehand on the app as this cannot be done on the web.
9. From the web, click "Sales".
10. Click "Desktop Terminal". This is where you can see the invoices that were marked as frontdesk checkout by the provider via the app.
Alert: If you don't see Desktop Terminal, you'll need to have your Main Admin update your user privileges and check the Desktop Terminal box for you. Once the update is done, log out and log back in for the change to take effect.
11. Once you find the Invoice you want to checkout, click "Action".
12. Click "Checkout"
13. Here we see the preview screen. Select the payment method.
14. Select from the following payment options and checkout like normal.
