Payment plans and recurring billing for dental laboratories

Automate recurring card and ACH charges for memberships, retainers and payment plans. Auto-charge statement balances for accounts that opt in.
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Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.

Payment solutions for dental laboratories

How each solution supports dental laboratories

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

Square Invoices

For dental laboratories: 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. Monthly statements as recurring invoices with card or ACH on file. 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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ACH Payments

For dental laboratories: Offer bank-account payments for dental visits, treatment deposits and patient balances, with authorization and invoice matching built into the workflow. ACH moves money directly between bank accounts, usually for far less than cards on large payments. Collect statements by ACH at low cost.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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Transfer initiated

$1,885.00 · ref ACH-7731

Level 2/3 Processing

For dental laboratories: Include purchase-order references and itemized invoice data for business-card purchases of dental visits, treatment deposits and patient balances. When your clients pay with corporate or purchasing cards, sending Level 2 and Level 3 data can qualify those payments for lower interchange. Qualify practices' business cards for lower interchange.
  • Review your card mix to estimate savings
  • Configure your gateway or invoicing to send the data
  • Validate qualification on live transactions
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Merchant Account

For dental laboratories: 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 dental lab, with pricing you can read and a person to call. B2B-oriented pricing under MCC 8071.
  • 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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Recurring Billing

For dental laboratories: 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. Auto-charge statement balances for accounts that opt in.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software

Custom Payment Integration

For dental laboratories: Connect the payment flow for dental visits, treatment deposits and patient balances with your software and the operational records behind treatment estimates, deposits and patient invoices. We connect payments to the systems you already run so balances, receipts and deposits reconcile automatically. Connect payments to your lab management software.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records
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Recurring Billing questions

Questions dental practice teams ask about patient payments.
Roots helps define the schedule, collect authorization and connect payment status to your customer or subscription records.
We plan retries, customer notifications and staff follow-up so missed payments have a clear resolution process.
Bring your billing cadence, customer authorization and failed-payment process. Roots uses these details to plan the workflow for dental laboratories and prepare a clear setup scope.
Request a quote for your business and the setup you need. We review the scope and costs with you before you proceed. Consultations and payment reviews are free.

Ready to talk it through?

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 dental laboratories solutions