How to send a Patient invoice by SMS

Learn how to send a Patient invoice by SMS

Important Note: In order to use this feature, your Account must have UnifiedPay activated and the Patient must have a valid phone number. Patients cannot do partial payments.

How to send a Patient invoice by SMS

Start by navigating to the Billing Info screen for the date of service.
If there is a balance due, there will be up to 3 options (based on the Patient's information):
- Send invoice through email.
- Send invoice through SMS.
- Send invoice though both, email and SMS.
Click SMS to send the payment link.

SMSInvoice

The Patient will receive a generated link via SMS to click and pay the invoice.
Once the invoice is sent the system will display the last sent on date and time.
The invoice will reflect the remaining balance for one date of service.