Articles on: Invoicing & Payment

How do I email a part-payment request?

To email a part payment request:

Open the invoice you wish to email a part payment for. You can do this from the Patient Summary -> Account tab, for example

Select the orange Part Pay button

You will be taken to the "Part Payment" page where you will see a list of the payments

Select the 3 dots at the end of the row of the part payment you wish to send and select Email

You will be taken to the email page where you can email the part payment as normal - How do I email an Invoice?

The client will receive a copy of the invoice with their part of the payment indicated at the bottom. If you include a "Pay" link in the email or invoice footer, your client will be taken to the payment portal when they click on it. Here, they will be able to pay their portion of the invoice.

Updated on: 02/02/2023

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