Completing a Checkout In Prospyr

Click on the appointment in the schedule.

Click on the shopping cart icon to view retail purchase history.

Click on the checkout button to generate an invoice.

Provider information and booked services will be automatically included.

Adjust pricing if needed, based on custom pricing or service menu.

Click on the type of item to add (product, service, membership, package, gift card).

Choose items from the list to add to the invoice.

Retail products and sales tax will be automatically calculated.

Offer the option to add gratuity for services.

Customer can leave gratuity and sign via the add tip button.

Click on the three dots next to an item to remove it from the invoice.

Apply standard practice coupons if available.

Add internal notes to track items checked out for future reference.

Click on the Pay Now button to proceed.

View patient credits and charge credit cards on file.

Use a connected terminal for credit card payments.

Split payments across different methods as needed.

Confirm payment amounts and update remaining due.

Continue until the invoice is fully paid.

Choose to send the receipt to the patient or print it out.