How to send a Patient invoice by email

This article will show you how to send a Patient invoice by email

How to send a Patient invoice by email

• Start by navigating to the Billing Info screen for the date of service.
• If there is a remaining Balance Due, Click the Send Payment Link via Email button.

• Once the invoice is sent the system will display the last sent on date and time.

• An email will be delivered to the Patient with a Secure Payment button. Patients will be taken to a payment page, without the need to login in Patient Portal to pay for that one DOS.
  
  
• The invoice will reflect the remaining balance. If a payment was taken before the Patient reviews the invoice, a message will appear letting the patient know that the appointment is fully paid. 
• When the Payment is successful, the Patient will see this confirmation message.
• A receipt is not automatically emailed to the Patient.
• To create a Receipt to send to your patients click here. To create a Superbill click here.
  
  
• When a Payment is unsuccessful, the Patient will see this error message and be able to click Try Again to reprocess payment.
  
  
• Once a payment is successfully collected, the system will automatically allocate that amount to the Services and Products added to that Date of Service.
• The assigned practitioner will receive a notification that the payment was successful. 
  

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