Important Note: Please make sure that you have configured a user as a front desk user in your administrator profile before using this feature. If you don't have a Front Desk User, learn how to add one here.
A. As a Provider
Importan note: The invoice can only be generated via app.
Log in to your provider account via the AR app.
Once you're on the cart page and have added all the services/products to the cart, swipe up the white bar at the bottom.
Tap OPTION in the bottom left and then hit Mark Frontdesk Checkout. Once that's done, the front desk user can retrieve that invoice (please check out more information below).
Important note: The provider whose account is logged in will get credit for the sale.
Additionally, to unmark an invoice Frontdesk Checkout, you'll need to log in via app. Tap the bubble icon in the bottom right and then the magnifying glass icon above it. Search for the patient's profile and once it shows up, tap it.
Hit the 3 Dots in the top right and then the 3 Dots again in the top right. Select Saved Invoices and tap the invoice. You'll be taken to the cart page. Swipe up the white bar at the bottom and then hit Options in the bottom left. Select Unmark Front Desk Checkout.
B. As a Frontdesk User
A Front Desk user can check out a patient either via app or web.
Check Out a Patient via App
Log in to your front desk account via the AR app.
Tap the three horizontal lines in the top left and the hit Frontdesk Checkout. Tap on an invoice to bring up the invoice window and then charge the patient.
Important note: The Frontdesk Checkout button shown in the screenshot below will only show up for Frontdesk users.
Check Out a Patient via Web
Log in to your account via https://app.aestheticrecord.com/login.
Click on Sales and then Virtual Terminal. This is where you can see the invoices that were marked as frontdesk checkout via the app. Look for the invoice and then click on Checkout on the right.
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