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How to Send a Payment Link to a Patient by Email

Learn how to send a secure payment link by email so a patient can pay the balance due for an appointment.

Important: To send a payment link by SMS, your clinic must have UnifiedPay.

Step 1: Navigate to the Billing Info page 

  • Navigate to the Patient File.
  • Under the Appointments tab, click the Date of Service you want to send a payment invoice for.

You will be taken to the Billing Info tab for that appointment.

Step 2: Send the payment link

Once the invoice has been generated and there is a Balance Due:

  1. Click Send Payment Link.
  2. Select Email to send the payment link by email, or Both to send it by both email and text message.

Note: The Email and Both options will only appear if the patient has a valid email saved at the top of their Patient File. If the email is not currently saved, you can add one under the Personal tab of the Patient File.  

Once the payment link is sent, the date and time it was last sent will display.

Step 3: Patient completes the payment

The patient will receive an email with a Secure Payment button they can click to access the secure payment page.

The secure payment page will display your clinic logo and clinic name, along with the patient's name, payment amount, and appointment date and time.

The patient can enter their card information and click Pay to complete the payment. No Patient Portal login is required. 

Step 4: Payment confirmation

Once the payment is successfully completed: 

  • The payment will automatically be allocated to the services and/or products for that Date of Service.
  • The patient will see a confirmation message.

Frequently Asked Questions

Is a receipt automatically sent after payment is complete?
No. A receipt is not automatically sent to the patient. See [How to Email or Print Receipts] for instructions on sending a receipt, or [How to Generate a Superbill or Patient Statement] to create a Superbill.

How long is the payment link active?
The payment link remains active for 72 hours after it is sent.

Can a patient make a partial payment?
Payment links are for the full Balance Due for the appointment and do not currently support partial payments.

Does the patient need to log in to the Patient Portal to make a payment?
No. The payment link does not require a Patient Portal account or login. The patient can access the secure payment page directly from the link in the text message.

Will the patient's card be saved after they make a payment?
Yes. Once the payment is successfully completed, the card will be securely saved to the patient's Patient File for future payments.

What happens if the balance is paid before the patient opens the payment link?
If the appointment has already been paid, the patient will see a message letting them know when they open the payment link.

What happens if the payment is unsuccessful?
If a payment cannot be completed, the patient will see an error message with additional information and can select Try Again to attempt the payment again.