Sending Links to Pay Invoices Online

In this article:

• Emailing Invoice Payment Link
• Sending Invoice Payment Link Via SMS
• Paying Invoice

How to Email Invoice Payment Links

When emailing an invoice, you are able to include a link for clients to be able to pay via Credit Card. You do this by editing the default email template used for invoice emails. This enables the client to settle their outstanding invoices by simply clicking on the link and entering their credit card details.

Here are the steps you need to take to do this: 

1. Go to Tools →  Communication →  Templates. Here, you'll see an Invoice and Statement Email template included by default. You can either use this or create a new template to be sent when emailing invoices.

2. Open the template and type in your default message that will be sent to clients when you email an invoice to them. It might look like this:

3. Next, add your desired merge fields. To enable clients to pay the invoice themselves, also add the {InvoicePayLink} merge field as well.

4. So it looks something like this:

5. Once done, click Save.

Now head over to  Settings →  Configuration →  Invoices and make sure the email template you just created is selected as the default email on this page. 

This will ensure your clients receive that particular email with the payment link anytime you email an invoice to them.

How to Send Invoice Payment Link Via SMS

In the modern world, communication via SMS sometimes proves to be the most efficient way of connecting with your clients. If you find yourself and your practice in such circumstances, here is how you can easily send invoice payment links to your clients using the Power Diary SMS feature. 

• You can use appointment reminders to send clients their invoice pay links while reminding them of their next appointment. Use this method if you require your clients to pay for their appointment before the appointment start date:
  1. In Tools → Communication → Templates, open or create an SMS reminder template; 
  2. Copy the {InvoicePayLink} from the available merge fields and add it to the SMS reminder template; 
  3. In Settings → Configuration → Reminders, make sure that this SMS reminder templates is selected to be sent automatically and manually.
• Now, when your appointment reminder goes out automatically, or when you send it manually from the appointment panel, the {InvoicePayLink} merge field will generate the invoice payment link. 
  

  

• Another option would be to create an SMS template to send invoice payment links manually without an appointment reminder, using the text messaging panel. Use this method if your clients pay their invoices after they attended their appointment:
  1.  In Tools → Communication → Templates, open or create a custom SMS template; 
  2. Copy the {InvoicePayLink} from the available merge fields and add it to the SMS template;
  3. When you need to send the invoice pay link via SMS, find the appointment whose invoice needs to be paid in the practitioner's calendar and click on it once to bring up the appointment panel; 
  4. At the top of the appointment, next to the client's name, you will see a speech bubble icon. Click on it to bring up the messaging panel next to the appointment panel on the right; 
  5. In the Select Template section of the messaging panel, select the SMS template with the invoice payment link. 
  6. The invoice payment link will be generated, just hit the Send SMS button to send it to the client. 
  

  

• It is also possible to manually send an SMS message with the invoice payment link from the Client Profile → Communication → New SMS menu:

  1. Navigate to  Client Profile → Communication → New SMS;
  2. In the 'Create New SMS' form, select the relevant appointment and the SMS template with the invoice pay link merge field.
  3. This will generate the SMS message with the invoice payment link. 
  4. Use the 'Save as Draft' or 'Save and Send' button to save to send later, or send the message immediately. 
  

How Your Clients Will Pay Invoices Online

Once the recipient of your email or SMS with included invoice payment link click on that link to open it in their device's browser, they will see the online payment form. 

• They will need to enter their card details and hit the 'Pay Now' button.
• If they previously consented to secure storage of their credit card details in your business's Stripe account via Power Diary, their details will be already pre-populated, and they only need to click 'Pay Now'. 

An example of your client's experience is below, replaced with your own business logo and local currency;