Email and Text to Pay from Invoice

Email and Text to Pay from Invoice

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 email 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 and/or text to patients via the 'Send Invoice to Pay Online' button from the Invoice screen.

1. Watch Video Tutorial

2. Check out Step-by-Step Instructions
1. Once your invoice is ready, go to the section - "Send Invoice to Pay Online" as shown here.

a. Click "Email" to send the invoice to the patient's email address.
b. Click "Text" to send the invoice to patient's mobile number.

After clicking these buttons, you will receive a message "Invoice is sent to the patient."
Note: Make sure a patient's email address and mobile number are added to the Contact Details.




2. The patient receives an email with invoice amount details and a button where they can review the invoice and pay online with their debit/credit card. (Check the first screenshot)

If you have clicked the "Text" button, the patient will receive a text message with a link to pay online. (Check the second screenshot)





3. When the patient clicks the Review & Pay button on email or clicks the link received in the text message, 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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