How do I email a part-payment request?
If you have added a part payment to an invoice and would now like to email it to request payment, then here's how.
Open the invoice you wish to email the part payment for. You can do this from the Patient Summary -> Account tab, for example
Select the orange Part Pay button at the bottom of the invoice screen
You will be taken to the 'Part Payments' page, where you will see a list of any part payments you have already added.
Not created any part payments yet? Read here to learn how.
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 can follow this to go to the online payment portal. Here, they will be able to pay their portion of the invoice.
To email a part payment request:
Open the invoice you wish to email the part payment for. You can do this from the Patient Summary -> Account tab, for example
Select the orange Part Pay button at the bottom of the invoice screen
You will be taken to the 'Part Payments' page, where you will see a list of any part payments you have already added.
Not created any part payments yet? Read here to learn how.
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 can follow this to go to the online payment portal. Here, they will be able to pay their portion of the invoice.
Updated on: 12/07/2024
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