---
title: "Step 3: Process your first transaction"
description: "Open a booking, confirm funding with your client and get paid."
url: https://support.halth.com/en/articles/11033036-step-3-process-your-first-transaction
collection: "Getting started for providers"
updated: 2026-11-03
language: en
---

# Step 3: Process your first transaction

Open a booking, confirm funding with your client and get paid.

You're set up. Here's how to check out an appointment from start to finish. Every way of opening a booking leads to the same HaltH checkout.

## 1\. Open the booking

### From your practice software (most common)

1.  In Cliniko, Nookal or PracSuite, open the appointment.
    
2.  Select **Pay with HaltH**. You'll need [HaltH Extend](https://support.halth.com/en/articles/13711531-halth-extend.md) installed.
    

![An appointment in Cliniko with the Pay with HaltH button](https://staticfiles.gleap.io/ghelparticle/HJ3P6TkGzIwkF8tFobfVPT5fsC68VptV5rO4RbfjkjSrJFBLj2qjlKR1qNR7jSYHA7Rb5C6L8kN.png)

### From HaltH

On **Home**, select the appointment in the day view to open checkout. On your phone, open the appointment in [HaltH Tap](https://support.halth.com/en/articles/13711529-halth-tap.md) and tap **Pay**.

![Appointments on HaltH Home](https://staticfiles.gleap.io/ghelparticle/MWJpJs3f4er9zM9dFtPweycCle8afYAK7kcRCQCh6o7QCkgaSxhmLSvIQ7cgZrkMjYycUAv8sXP.png)

## 2\. Check the checkout

Make sure the items, the client's funding (health fund, Medicare or DVA card) and the payment method are right.

![HaltH checkout](https://staticfiles.gleap.io/ghelparticle/qpiX462v1OBng6cUVuEtROIT8vsnUq2kfXS0mTciEJYlte0hyqPx3Q1OXXJRBRB0MKvTArgxMrg.png)

For more detail on each type of funding:

-   [Make a private health claim at checkout](https://support.halth.com/en/articles/10575207-make-a-private-health-claim-at-checkout.md)
    
-   [Process a Medicare claim at checkout](https://support.halth.com/en/articles/13711504-how-to-process-a-medicare-claim-at-checkout.md)
    
-   [DVA claiming with HaltH](https://support.halth.com/en/articles/13711530-dva-claiming-with-halth.md)
    

## 3\. Confirm funding with your client

1.  Select **Confirm funding with client**. HaltH texts a 4-digit code to the client's mobile.
    
2.  Ask the client to read the code out, enter it and select **Complete transaction**.
    

![Confirm funding with client button](https://staticfiles.gleap.io/ghelparticle/QrIG0hiCKy7UrTWr6zagC9a1hRDsZDB7VbwqIgOUadrHcaqJinXa282GrLk40fehrQ0CzcHnRQA.png)

![The SMS code the client receives](https://staticfiles.gleap.io/ghelparticle/8i3eMS3txP9oDBsTU6iVXPjbrIpIbIHge8vncNyajFHrNX1fsO8FNrPev3oYnbvDgShDNAt2FxU.png)

Done. The claim and payment go through together, and the client gets a digital receipt automatically. You can download it too.

## 4\. Reconcile in your practice software

-   **Cliniko:** open the appointment again and select **Reconcile with HaltH** before you open the invoice. HaltH fills in the invoice and marks it paid.
    
-   **Nookal:** with auto-reconciliation turned on, the invoice is created for you shortly after the appointment.
    

That's your setup complete. Questions? Message us from the chat bubble.