1. Log in to your account via the AR iOS app. Tap the blue icon in the bottom right, then the magnifying glass icon. Type in the patient's name in the search box and click on their profile once it appears.

From the patient's timeline, search for the procedure you want to take a payment from, and then hit the TAKE PAYMENT button.

2. Or if you are already in the procedure, hit the credit card icon at the top. You'll then be taken to the cart screen.

3. From the cart screen, you'll see the invoice automatically pops up and that the charted inventory items have been added to the cart. If you want to add more items to the cart, swipe the invoice down and use the search box at the top to locate the item you want to add. Once the item shows up, tap on it to add it to the cart.

4. If you want to apply the membership pricing, just toggle MEMBER PRICING on.

Hit Promotions if you want to apply discounts or sell packages and BOGOs.

5. To redeem a wallet item for the patient, click Wallet and then tap on any of the wallet items below. (These are items that were previously purchased as part of a package or promotion.)

6. Tap Redeem to redeem Alle, Aspire, Evolus, or Xperience points. This MUST be done before moving on to the checkout screen.

7. Other features:

-Apply an item discount by tapping the item's name and entering the custom % or $ off discount.

-Update the number of units by clicking on the number in the box

-Delete an item by tapping the minus icon on the right; delete all items by tapping REMOVE ALL below.

8. If you tap OPTION in the bottom left, you'll be presented with the following options:

-Mark Frontdesk Checkout: Choose if the Frontdesk user will check out the patient

-Generate Quote: Select this if the patient wants to see a quote before paying
​-Staff Treatment: Hit this if the invoice is for a clinic employee and will zero out the invoice
​-Save for Later: Tap to save the invoice to the patient's profile

9. Once you're ready to charge the patient, hit the blue Checkout button in the bottom right.

10. If the patient has multiple unpaid invoices, you can merge them and have the client pay all at once or you can resume checkout for just the single invoice.

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10. After merging or bypassing invoice merge, you'll proceed to the payment screen. This screen shows you an invoice summary with the expected total the patient owes.

Please note: Once you enter the payment process, you cannot return to edit the invoice. Any changes needed after starting checkout will require you to complete the current payment process, void the original invoice, then start over on the payment process from the beginning.

Before proceeding to checkout, please verify that you have:

Taking a moment to review these details on the cart screen will help ensure a smooth checkout process for your staff and your patients.

11. The next screen will prompt you to choose the payment method. Let's look at a few important considerations below:

AR Wallet

Cherry Integration

Klarna

Text2Pay

Remember to verify payment method availability before beginning the checkout process to ensure a smooth transaction for you and your patients.

12. Upon selecting your payment method, the next screen will display the invoice amount based on the subtotal of products/services in the cart, tipping options (if enabled for clinic/provider), and the ability to pay the amount in full or split payments (half credit card half cash).

Helpful Note! Depending on your flow this is a great step to turn the iPad or device toward the patient, so they can control the rest of the payment process on their own in a seamless manner. This flow allows your team to finalize the cart, pass the screen toward the patient, then let them apply the tip amount and pay the amount owed.

Tips are calculated on the service's original value/subtotal

If multiple invoices are merged with multiple providers, each provider can receive separate tips.

In the following steps we will look at a few conditions that affect how tips get applied to the total due based on certain payment methods chosen.

13. If Cash is selected as the Payment Method, you can use the Change Calculator in the upper right hand corner when patients pay with larger bill denominations.

Important Note

14. If either the AR Wallet or eGift Card are selected as the payment method, a notification will appear on the payment screen as shown below. The amount that can be applied is limited to the outstanding balance not including the tip amount.

This won't prevent you from moving forward with applying the tip, but you will notice the tip amount rolls over into a remaining balance due after hitting "Charge" at the bottom.

You'll need to then select a different payment method other than these two for the patient to finalize the remainder of the invoice.

15. Important Tipping Reminders

Should you miss this tipping window, you'll need to complete the transaction, void the invoice through the Web, and rerun the process.

16. If a patient wants to use Split Payment and split their invoice into multiple tender types, you can modify the "Payment Amount" field and adjust the total to what is going to be paid for each payment method selected.

17. Then, after hitting "Charge" AR will automatically calculate a remaining balance due to be paid with another payment method following.

There is no limit on the number of payment methods used when splitting payments, and there will be a remaining balance due until the total invoice amount is paid.

Important Note

AR will guide you through each next step when there is a remaining balance due.

18. As a reminder, you'll see as shown in the picture below the option to tip disappears if there ends up being multiple payment methods from a split payment.

Please remember to apply the tip during the first payment screen to prevent needing to void the invoice and start over.

19. When the invoice is finalized, the patient can choose to have their receipt emailed to them. You will then be brought to the "Payment Successful" screen indicating the transaction is done.

Tip: [[If you're using a Stripe card reader (BBPOS), please click here: ]]Connect Stripe Card Reader

If you're using a Clearent card reader (VivoPay), please click here: VP3300 Bluetooth Card Reader

1. This comes in handy if the patient decides to purchase just products (such as skin creams and lotions) or prepay for a discount package and redeem it on their next visit.

From the All Patients page, tap the blue icon in the bottom right and then the credit card icon. Select Patient, search for the patient's profile and tap on it. Tap the clinic and then you'll be taken to the cart screen. Follow same directions as above and tap the items you are wanting to add to the cart.

Tip: We recommend you always check out as PATIENT and not GUEST that way you have their information in case of a refund or return.

2. Once the items are in the cart, it will default to sending the items to the wallet. Once you have added your items/packages to the cart, "swipe left to remove from wallet" will appear on services items and packages. If you do not want to send it to the wallet, swipe left.

Complete check out process like normal.

Tip: We do not recommend using the POS QuickPay for anything other than retail items or pre-purchasing packages. If someone came in for filler and you take payment via QuickPay, the system will assume it is a prepay to use in the future and will send to the wallet.

Then, you can select the provider's name and a dropdown will appear for you to choose and apply the correct employee to the invoice.

2. You can also adjust employees tied to the invoice from the web.

From your dashboard click on the Sales Tab at the top > select the invoice > and click on the employee you need to change.

3. If you need to adjust the tip amount after a sale is complete, you can do so through the web.

From your dashboard click on the Sales Tab at the top > select the invoice > click on Edit Tip.

4. From there you can adjust the tip amount to the correct total, and be sure to save before leaving the invoice!

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