Send an Invoice to a Patient and Request to Pay Online

Send an Invoice to a Patient and Request to Pay Online

One of the benefits of  zHealth Pay  is that it gives you the option to send patients their invoices and request that they pay it online.

This feature requires you to sign-up for zHealth Pay and activate zHealth Payment Terminal. To learn more about this feature, head over to this
  help guide . Also, check out how you can activate zHealth Payment Terminal for PC and Mac to start taking payments .

If you aren’t using zHealth Pay, you can e
mail an invoice . This doesn’t let your patients pay their balance online, but it’s a great way to let them know about an outstanding balance.

Now, let's check out how as a  zHealth Pay customer, you can now send an email to patients via the 'Send Invoice to Pay Online' button from the Invoice screen.

1. Once your invoice is ready, click the " Send Invoice to Pay Online" button as shown here. You will receive a message "Invoice is sent to the patient."
Note: Make sure a patient's email address is added to the Contact Details.




2. The patient receives an email with invoice amount details, the due date to pay it, and a button where they can review the invoice and pay online with their debit/credit card.




3. When the patient clicks the Review & Pay button, he/she will be redirected to the zHealth Pay payment portal where they can review the details and pay online with their card. Following are the details a patient can view:

a. Provider Name
b. Invoice Number
c. Invoice amount
d. The Due Date for payment
e. Payment using credit/debit card
f. Provider address, phone number, EIN, and NPI number.
g. Patient's name and email address
h. Invoice number, date, and amount
i. Date of service, service details, price, and the total amount due.






4. Once a patient clicks the "Credit or Debit Card" button, a new window will open. The patient can enter card information and billing information. Once they click "Submit", the payment will be processed.




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