Square Point of Sale, set up for cosmetic dental practices

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.
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Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.

Payment solutions for cosmetic dentistry

How each solution supports 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

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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Square Point of Sale questions

Questions dental practice teams ask about patient payments.
Square POS combines payment acceptance with item and customer records. Roots configures the catalog, staff workflow and reporting around your business.
Yes. We help test checkout, receipts, refunds and daily reporting, then train your team on the selected Square setup.
Bring your item or service catalog, checkout stations and staff roles. Roots uses these details to plan the workflow for cosmetic dentistry and prepare a clear setup scope.
See Square’s official pages for current software, hardware and processing prices. Request a quote for your Roots setup or custom project. Consultations and payment reviews are free.

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Book a free 30-minute review. We’ll map your setup, explain the options and work through clear next steps.
Talk to a dental practice payments specialistAll cosmetic dentistry solutions