Cosmetic Dentistry Payments & Square Setup

Veneers, whitening and smile makeovers are elective and usually cash-pay, with deposits for lab work and larger balances than general dentistry. Purely cosmetic procedures generally aren't HSA/FSA-eligible.
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Payment solutions for cosmetic dentistry

How these solutions fit cosmetic dentistry

See what each option adds to the way your business takes and tracks payments.

Square Invoices

For cosmetic dentistry: Send itemized invoices for dental visits, treatment deposits and patient balances and track deposits, due dates and outstanding balances. Square Invoices sends unlimited invoices, estimates and contracts by email, text or link, with automatic reminders and cards or bank accounts on file. Deposit and balance schedules for veneer and makeover cases. Roots sets up your templates, schedules and accounting sync.
  • Build branded invoice and estimate templates with your terms and policies
  • Set up recurring series with card or bank account on file
  • Connect Square to QuickBooks Online or Xero and map your accounts
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Square Payment Links

For cosmetic dentistry: Share a checkout link for dental visits, treatment deposits and patient balances through messages, email or your website. Square Payment Links creates a secure checkout page you can share by email, text, social media or QR code, and reuse for standard fees. Reusable links for consult fees and whitening packages. Roots sets up the links, custom fields and reporting.
  • Create reusable links for your standard fees and deposits
  • Add custom checkout fields that collect only what you need
  • Place buy buttons and QR codes on your website and printed materials
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Square Gift Cards

For cosmetic dentistry: Offer gift cards redeemable toward dental visits, treatment deposits and patient balances and track purchased and redeemed balances. Square Gift Cards sells physical and eGift cards that redeem at your POS and online. Sell whitening gift cards in the office and online. Roots sets up designs, online sales and reporting.
  • Set up eGift designs and an online gift card page
  • Configure physical card ordering and activation
  • Train staff on sales and redemption
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Square Point of Sale

For cosmetic dentistry: Bring dental visits, treatment deposits and patient balances into a point-of-sale workflow, with reporting organized around treatment estimates, deposits and patient invoices. Square Point of Sale is Square's free POS app for taking payments in person, online and on the go. Chairside checkout for elective treatment. Roots Payments, an independent Square Reseller, configures it around how your cosmetic dental practice actually checks patients out.
  • Map your services, fees and products into the Square item library before your first patient
  • Recommend and configure Square hardware for your front desk or field work (you buy it from Square)
  • Set team permissions so each role sees only what it needs
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Merchant Account

For cosmetic dentistry: Arrange a processing account for dental visits, treatment deposits and patient balances, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your cosmetic dental practice, with pricing you can read and a person to call. Underwriting for high-ticket elective cases.
  • Analyze your current statements and quote side by side
  • Prepare the underwriting package so approval moves quickly
  • Set up terminals, gateway and software connections
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Chargeback Management

For cosmetic dentistry: Organize evidence for disputed dental visits, treatment deposits and patient balances, including customer authorizations, delivery details and service records. Roots coordinates chargeback-management services to help your business handle disputes and organize responses.
  • Discuss your business goals on a free consultation
  • Coordinate your provider introduction and setup
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Recurring Billing

For cosmetic dentistry: Schedule and manage payments for treatment installments and dental membership plans, including renewals and customer account balances. Automate recurring card and ACH charges for memberships, retainers and payment plans. In-house payment plans for smile makeovers.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software
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Cosmetic Dentistry payment questions

Start with the workflows your business needs. Options on this page include Square Invoices for Cosmetic Dentists, Square Payment Links for Cosmetic Dentists, Square Gift Cards for Cosmetic Dentists. Roots helps compare the setup, software and processing requirements around how you operate.
Yes. Bring your current POS, checkout or billing tools and recent processing statements. We review appointments, invoices, deposits and customer billing, then plan the changes your cosmetic dentistry business needs.
Request a quote for your business. The review covers your payment mix, locations, software, hardware recommendations and implementation work. Consultations and payment reviews are free.
Bring recent payment statements, the systems you use and a record of how a customer places an order, receives a service or pays a bill. Tell us which cosmetic dentistry workflows need to improve so we can scope a practical setup.

Let’s set up payments for your cosmetic dentistry business

Book a free 30-minute payment review to compare costs, address payment problems and plan your next steps.
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