---
title: "The HaltH checkout explained"
description: "Funding, items, discounts and every way to take payment in the HaltH checkout."
url: https://support.halth.com/en/articles/13711535-the-halth-checkout-explained
collection: "Payments"
updated: 2026-11-04
language: en
---

# The HaltH checkout explained

Funding, items, discounts and every way to take payment in the HaltH checkout.

The HaltH checkout is where you claim from a client's funding and take the gap payment in one step. This guide walks through each part of the checkout so you know what to check and change before you complete a transaction.

## 1\. Open the checkout

Open the booking in your practice management software and select **Pay with HaltH**. The checkout opens with the provider, client and appointment already filled in.

![The Pay with HaltH button on a booking in the practice management software](https://staticfiles.gleap.io/ghelparticle/sgq0HWK82ANzsKbKeMj7pPZzRE00ADdhQyaGNBOa63vqkok1Pm3Z9no0eAViokzIoJhGnSJeOSj.png)

At a glance, the checkout shows the provider and client, any funding attached to the client, the items and price, the estimated rebate, the total and the payment method.

![An overview of the HaltH checkout](https://staticfiles.gleap.io/ghelparticle/gmAM0HUSjvJNxX5ynUnGR7b7b60uMPqRpEOR4ioi6cnCO2kYcv0b3ChWSwPgp2qiKJcOnVZmbM4.png)

## 2\. Add or change funding

Select the funding section, or **Add funding** if nothing is attached. Choose a funding tile:

-   **Private health**: select or add a health fund card, and add or edit cardholders. HaltH checks the rebate with the fund in real time, so the out-of-pocket amount updates straight away. Private health claims need location turned on and a client confirmation code.
    
-   **Medicare**: select or add a Medicare card, then add the client's referral. The checkout shows the Medicare rebate.
    
-   **DVA**: select or add a DVA card, then add or select the referral. DVA claims don't collect a payment from the client.
    
-   **Credits** (PMS credits) and **Other funding** (such as WorkCover and NDIS) are coming soon.
    

![The Funding screen with Private health, Medicare and DVA tiles, and Credits and Other funding marked Coming soon](https://staticfiles.gleap.io/ghelparticle/kA5V8iBKhqSSoj9Ms5NmpvWDUg3aEXDrzNLyknepC7Yr4X9gyKTdacn1AloVvS79CrEs8REAQIt.png)

For step-by-step claiming, see [Make a private health claim at checkout](https://support.halth.com/en/articles/10575207.md), [How to process a Medicare claim at checkout](https://support.halth.com/en/articles/13711504.md) and [DVA claiming with HaltH](https://support.halth.com/en/articles/13711530.md).

## 3\. Check the items

Select the items section to see everything being billed. You can:

-   Select an item's name to change it to a different appointment type or product.
    
-   Select the price to change it, and use **+** or **−** to change the quantity.
    
-   Check the **item code**. The item code tells the fund or Medicare which service you're claiming for, so it decides the rebate. Search the list, or type a custom code if yours isn't listed.
    
-   Add another appointment type or a product, such as a stretching band, from the add item screen. Choose **Quick charge** for a one-off amount.
    

Select **Done** to go back to the checkout.

![The Items panel with an item code, quantity and price, and the estimated health fund rebate](https://staticfiles.gleap.io/ghelparticle/F8EHH6R1sJuwSpmr9LJ9FkslZNNhKz0W0QlKizYR7pG4UdanwijVF2FtoJybY56tfDuvlS9Sg33.png)

## 4\. Apply a discount

Select the item count (for example **1 item**) to open **Apply discount**. Choose **Percent** or **Amount**, enter the discount, then select **Done**. A percentage discount can't be more than 100%.

![The Apply discount screen with Percent and Amount options](https://staticfiles.gleap.io/ghelparticle/HdsOSCuaFN6tyGgzW83ZeTCq0wyEfh7ZR4A7Vu06sEgo98TKkowuVys0DrjYk1slcBvLDwOGLSf.png)

## 5\. Choose how the client pays

Select the payment method at the bottom of the checkout. Options you can't use right now are greyed out with the reason underneath.

-   **Client's wallet**: charge a card the client has saved, or add a new card. The button reads **Charge saved card**.
    
-   **Send Payment Link**: select **Generate payment link**, then send it by SMS or email, or copy it. The client sees what they're paying for and pays on their own device. You can cancel the link with **Cancel payment link** and check progress with **View transaction status**.
    
-   **QR Code**: select **Generate QR Code** and ask the client to scan it to pay on their phone.
    
-   **Tap to Pay**: take a contactless payment on your phone. Only available when you're using the HaltH app on iOS or Android.
    
-   **Send to Tap**: send the checkout from your computer to your phone and finish it with Tap to Pay. You need to have opened HaltH Tap on your phone recently.
    
-   **Plan credit**: redeem a credit from the client's plan instead of charging them. Only shown when the client has a credit that covers this session.
    
-   **Claim Only**: submit the claim without collecting a gap payment. Available with private health or DVA funding (DVA is always claim only). Medicare claims can't be claim only.
    

![The payment method options in the HaltH checkout](https://staticfiles.gleap.io/ghelparticle/9Y97XY0DX4AQIAs81U9Jweu0wcGHUYgk6Aw6cf1n7y9sa8y5PcwJMLmRkUPtBwE4X8KyBwMn6Uz.png)

## 6\. Confirm with the client

Some transactions need a 4-digit code that HaltH sends to the client's mobile. You'll see **Confirm funding with client** for private health claims, or **Confirm transaction with client** for larger or changed card payments. Ask the client to read you the code and enter it. See [Client confirmation codes: when and why](https://support.halth.com/en/articles/12666614.md).

![Entering the client confirmation code in the checkout](https://staticfiles.gleap.io/gattachments/zyTT29bxwZKZASUCzYHGmlxuwNDXm5yKewd3fRl6moQH55dgY8H0lPET3w4hsEGNUeDPIVpkuR2.png)

## 7\. Send a receipt

When the transaction is complete, HaltH asks if you'd like to send the client a receipt. Send it to their mobile number or email address. You can also download the invoice to review what was charged and claimed.

![The completed transaction with its invoice](https://staticfiles.gleap.io/gattachments/oeBBTFOAeZwYAU0BWMmLUN25vxwxSktqaBy6W7RMO9RSZgRQdEskq1af22IeAGLoa9JwLJy9BFs.png)

## Charge a cancellation or no-show fee

Select the menu at the top of the checkout (it shows **Checkout**) to switch between:

-   **Checkout**: a standard transaction for the appointment.
    
-   **Plans**: build a one-off or recurring plan for the client.
    
-   **Cancellation** or **No show** (for bookings): replaces the items with the fee from the booking's cancellation policy. These fees don't use health funding, so any funding is removed.
    

![The checkout header menu with Checkout, Plans, Cancellation and No show](https://staticfiles.gleap.io/ghelparticle/NEFoRlYcu9cdRMHLVV4wOPXsPVVctVrB9BmdACB49rROlssxCm9QOWw6A3m6Hdm1YgQVi9vRSgJ.png)

## Troubleshooting

-   **A payment option is greyed out.** Read the line under it. For example, **Unavailable with DVA funding** or **Open HaltH on iOS or Android**.
    
-   **The rebate looks wrong.** Check the item code and the client's card details, then try again.
    
-   **I can't submit a private health claim.** Make sure location is on. See [Enable location services for private health claims](https://support.halth.com/en/articles/10631186.md).
    

## Next step

[

HaltH Tap

Take contactless payments on your phone with HaltH Tap, send a checkout from your computer to your phone, and save a client's card.

](https://support.halth.com/en/articles/13711529.md)