Including a Secure Payment Link To Invoices in Email Templates

Follow

Whenever you send an email in Halaxy (including when emailing invoices), you can include a secure payment link that patients can click to pay the invoice online using their card or PayPal. You can include this link in any email communication template by clicking Dynamic Terms and selecting "Payment Link":

PaymentLinkDynamicTerm.png

To include this link in your email template so that it always appears when you email an invoice:

  1. Click Settings > Reminders.

  2. Find the Level you want to edit the invoice email for (Group or Individual practitioner).

  3. In the Copy section, click the Edit (pencil) icon to the right of "Email Invoice - Patient" or "Email Invoice - Organisation".

    Reminders_CopyEditInvoicePatient.png
  4. Position the cursor where you want to include the secure payments link in your email template.

  5. Click Dynamic Terms, then click Payment Link in the drop-down menu.

    Reminders_PaymentLinkDynamicTerm.png
  6. Click Save.

RESULT: Your email template has now been updated with the secure link. When you email an invoice to your patients, they can click the link to access the invoice and make online payment via credit/debit card, with each payment appearing as a payment line in the Invoice section. Your invoice will automatically update in Halaxy once a payment is made, and you will receive a notification in your Halaxy notifications.

SecureLink_Expanded.png

Image: How patients see the secure link in a sample email

SecureLinkPatientPage.png

Image: How patients see the invoice when they click the secure link

Patients can click Pay Invoice to make payments, where they will be asked to pay by card or PayPal. They can make full payment or partial deposits, with each payment appearing as a new line on the invoice. They can also print the invoice at any time by clicking the Printer icon.

Note

Payments made by secure link are subject to electronic payment processing fees and count towards reaching the next payment band. Card details are not stored when patients pay by secure link.

PayPal

When paying via secure invoice link, the patient portal or making prepayment for an online booking, your patients can opt to use PayPal as an alternative to entering their card information. You do not need a PayPal account to receive PayPal payments; the funds will be transferred to the deposit account you set up in Halaxy.

From the invoice, patients simply need to click Pay Invoice, then select Pay with PayPal in the pop-up and follow the prompts to log in to authorise the payment. Patients who wish to pay via PayPal must have their own PayPal account.

From an invoice, click Pay Invoice and select Pay with PayPal to be taken to a PayPal login page.

Image: Paying an invoice via PayPal in Halaxy (expand image)

PayPal is currently available for Australia-based practices only. Transaction fees are the same as Halaxy Auto Payments and count towards reaching the next payments band. Please see our pricing page for details.

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.