Bill patients faster with Square Invoices

Square Invoices sends unlimited invoices, estimates and contracts by email, text or link, with automatic reminders and cards or bank accounts on file. Pre-surgery invoices for patient portions and implant phases. Roots sets up your templates, schedules and accounting sync.
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Payment solutions for oral & maxillofacial surgery

How each solution supports oral & maxillofacial surgery

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

Square Point of Sale

For oral & maxillofacial surgery: 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. Collect patient portions at check-in on surgery day. Roots Payments, an independent Square Reseller, configures it around how your oral surgery 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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Square Invoices

For oral & maxillofacial surgery: 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. Pre-surgery invoices for patient portions and implant phases. 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

Merchant Account

For oral & maxillofacial surgery: 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 oral surgery practice, with pricing you can read and a person to call. Higher limits for implant cases under MCC 8021.
  • 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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ACH Payments

For oral & maxillofacial surgery: 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. ACH for large implant balances.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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Text to Pay

For oral & maxillofacial surgery: Send a payment request for dental visits, treatment deposits and patient balances by text so customers can pay against a specific order or invoice. Text-to-pay sends a secure payment link by SMS, so patients can pay a balance from their phone in seconds. Text pre-op balance reminders.
  • Write compliant message templates with opt-in language
  • Integrate with your billing system
  • Set reminder cadences
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Recurring Billing

For oral & maxillofacial surgery: 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. Payment plans for implant treatment.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software
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Custom Payment Integration

For oral & maxillofacial surgery: 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 surgical practice software.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records
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Square Invoices questions

Questions dental practice teams ask about patient payments.
Square Invoices lets customers receive and pay invoices. Roots helps configure invoice templates, payment collection and reconciliation.
We review deposits, payment schedules and customer reminders, then configure the invoice workflow around how you bill.
Bring your invoice templates, deposit rules and payment schedule. Roots uses these details to plan the workflow for oral & maxillofacial surgery 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 oral & maxillofacial surgery solutions