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Checkout Basics

Arabic version is available through the language switcher.

Checkout starts after clinical work confirms the charges, then follows five explicit steps:

  1. Review the proposed services and confirm each charge.
  2. Save or review the draft invoice.
  3. Issue the invoice when its lines and total are ready.
  4. Record a full or partial payment.
  5. Review the server-confirmed receipt.

Keep these concepts separate:

  • an estimate explains expected cost before or during treatment planning;
  • a charge is a billable service or item;
  • an invoice is the official request for payment;
  • a payment records money received;
  • a refund or void changes a previous financial action and requires permission.

Reception and cashier users normally work from the Front Desk, checkout queue, Patient Record financial section, or invoice/payment pages. Clinicians may see financial context only where their permissions allow it.

Do not use checkout pages to record clinical notes. Keep clinical details inside the Patient Record, Dental Visit, or Treatment Plan.

From a completed Visit​

A completed Visit may open checkout with the same patient and Visit context. This handoff creates no charge, invoice, payment, receipt, appointment, or message. Mapped completed procedures appear as candidate billable work. An authorized user adds a candidate, then confirms the pending charge before invoicing it.

If a procedure has no service mapping, SINA shows the missing configuration instead of guessing a service or price. Exclude the candidate or ask a manager to configure the mapping.

Draft, issue, and payment​

The checkout lifecycle is explicit:

  1. Review each proposed service and use Confirm charge for valid account lines.
  2. Use Save as draft to persist the reviewed lines without starting collection. Reopening the same patient account shows the saved draft.
  3. Add newly confirmed lines to that draft and save the update before issuing.
  4. Use Issue invoice only after the descriptions, quantities, prices, and total are correct. Issue allocates the official invoice number.
  5. In the collection desk, select an enabled payment method and enter any amount up to the remaining balance. A partial payment keeps the same invoice open for the rest.
  6. Wait for Payment recorded and the receipt number before printing or collecting the next payment. The receipt appears only after server confirmation.
  7. Review the remaining balance and entries in Patient financial history.

A draft has no public invoice number. Issued invoice lines preserve their historical descriptions and prices even when the service catalog changes later. Money uses integer minor units and the clinic's configured currency; mixed-currency checkout is rejected.

Typing an amount or changing a payment method creates no financial record. If a payment response is uncertain, retry the same action instead of entering a second payment; SINA reuses the submission identity for that retry.

Corrections and refunds​

An unpaid issued invoice may be voided only by an authorized user and only with a reason. A refund keeps the original payment and adds a reasoned correction; it does not erase history. Retrying the same submitted command is safe, while a different payment or refund requires a new submission identity.

Patient ledger and departure​

The patient financial ledger shows bounded invoice, payment, refund, receipt, and outstanding-balance history. It is separate from clinical notes and is visible only with financial permissions. Leaving checkout or marking the patient departed does not fabricate a financial record. An outstanding balance remains visible for later authorized follow-up.