What happens when the client clicks on the payment link
Clicking the payment link in the email takes the client to a screen where they can view the total amount […]
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What links are available in the email sent to the client
The email contains both a payment link and an invoice link. The payment link directs the client to a screen
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What information is included in the email when the invoice is sent to the client
The email sent to the client includes details about the appointment, the price, and a note indicating that it is
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What is shown on an invoice
All information in black type on the invoice template is automatically pulled from the system and added to the client’s
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What does Manage Invoice mean
Manage invoice provides you with the capability to seamlessly integrate your HCPSA and Treating Practice numbers into your billing documents.
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What happens if the client doesn’t pay the invoice immediately
If an invoice remains outstanding, reminder emails will be automatically sent on the 2nd and 5th day after the initial
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