Payments wired into your orthodontic software

We connect payments to the systems you already run so balances, receipts and deposits reconcile automatically. Sync contract balances with your ortho practice-management software.
Talk to a dental practice payments specialistAll orthodontics solutions
Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.

Payment solutions for orthodontics

How each solution supports orthodontics

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

Recurring Billing

For orthodontics: 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. Automate down payment plus 12 to 24 monthly installments, with card updater.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software
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ACH Payments

For orthodontics: 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 installments cut processing costs over the life of the contract.
  • 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

Square Invoices

For orthodontics: 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. Recurring invoices with card on file work for smaller practices. 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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Merchant Account

For orthodontics: 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 orthodontic practice, with pricing you can read and a person to call. MCC 8021 accounts that keep HSA/FSA cards approving on installments.
  • 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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Text to Pay

For orthodontics: 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 a link when an installment fails instead of mailing a notice.
  • Write compliant message templates with opt-in language
  • Integrate with your billing system
  • Set reminder cadences
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Square Appointments

For orthodontics: Schedule dental consultations and treatment appointments, collect appointment payments and keep staff calendars aligned. Square Appointments lets patients book online 24/7, sends automated reminders and keeps every staff calendar in one place. Online booking for free consultations. Roots sets up your services, availability, policies and forms so the calendar works from day one.
  • Build your service menu with durations, buffers, prices and assigned staff
  • Set cancellation and prepayment policies that match your written policy
  • Turn intake, consent and policy documents into automated digital forms
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Custom Payment Integration

For orthodontics: 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. Sync contract balances with your ortho practice-management software.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records

Custom Payment Integration questions

Questions dental practice teams ask about patient payments.
A project can connect checkout, payment status, refunds or reconciliation to your business software. Roots scopes the required data flow and builds the agreed connection.
We map the workflow, review API or file documentation and define acceptance checks. You receive a project scope and quote before development starts.
Bring your software documentation, payment workflow and reporting files. Roots uses these details to plan the workflow for orthodontics 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 orthodontics solutions