Digital payments

Charge with Stripe and PayPal, on every invoice.

The lab charges the dentist for fabrication, and the dentist charges the patient for treatment. Each one connects an account, and the invoice carries its card or PayPal payment link.

For dental labs and clinics

Create the lab invoice with two line items, online payment by Card, PayPal, or Both, and invoice method Copy link.
TrazaLink for Clínica Dental del Prado: invoice #8801 from Laboratorio Ejemplo for case #4107, Sent, with the amount due.

Stripe and PayPal

Connect your accounts once.

In Charges to clinics you connect your Stripe account, and in Clinic payments the credentials for your PayPal Business app. From there, each invoice can carry its online payment.

  • On each invoice.

    You choose the online payment the clinic sees: Card, PayPal, or Both. Only connected methods appear.

  • Collect in your account.

    The card payment arrives in your Stripe account, with its standard processing. PayPal, in your Business account.

Charges to clinics with Stripe ready to collect, When payment is due set to Before sending, and Clinic payments with PayPal ready.

The dentist pays

The invoice, inside the case.

In TrazaLink, the dentist sees the invoices the lab sent for that case: opens the document or pays in the invoice currency. In the portal they have Pay now and the payment history with your lab.

TrazaLink for Clínica Dental del Prado: invoice #8801 from Laboratorio Ejemplo for case #4107, Sent, with the amount due.

When it is paid

You decide when payment is due.

One rule in Charges to clinics. With Create invoice when marked sent, a sent case creates an invoice draft from your price list if it does not have one yet.

Automatic collection runs only if the clinic saved its card on a previous pay-by-link.

When the invoice is sent
Payment is due when the invoice or its link reaches the clinic.
Before fabrication
Payment is due before the case moves to fabrication.
Before sending
Payment is due before the work leaves the laboratory.
Manual only
No rule: you collect each invoice when you decide.

Patient payments

The dentist charges the patient.

The clinic connects its own Stripe and PayPal accounts. The patient invoice comes from the accepted quote, and the patient pays from the link.

Step 1 of 3. Quotes and invoices. Playing.Patient contracts and payments
The patient's Quotes and invoices tab: one quote Accepted and another in Draft, and the invoice Sent with its due date.

Questions

Questions about payments.

Yours. The lab connects its Stripe account and its PayPal Business app; the clinic connects its own. Standard Stripe or PayPal processing applies.

Connect

Next step

Send your first invoice with payment.

Connect Stripe or PayPal in Settings and choose the online payment on the invoice.