Get paid sooner: patients pay in a few taps from a secure link in your invoice emails or SMS.
A payment link lets you request and receive invoice payment quickly. When you send an unpaid invoice, you insert the payment link dynamic term in the email or SMS. When the recipient clicks the link, they go to a secure payment page where they can review and pay their invoice using a debit or credit card, PayPal, Google Pay or Apple Pay.
With payment links, you get paid sooner and have fewer late payments to chase.
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Example of a payment link in an email (left) then taking the user to a payment page (right)
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A secure payment page. Patients land on one secure page where they can review the invoice and pay.
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Payment options for patients. Patients choose how they pay: debit or credit card, PayPal, Google Pay or Apple Pay.
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Email or SMS. Every invoice can carry its own payment link, sent by email or SMS.
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Links sent on the due date. Turn on automatic sending (email only) and unpaid invoices go out with their payment link on the due date, with no chasing from you.
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Details filled in for you. Each message arrives personalised: dynamic terms fill in the appointment date, practitioner, invoice number and invoice amount.
Credits: Sending a payment link by SMS requires Halaxy credits. An SMS message costs 1 credit for the first 160 characters. If your message is longer, it costs 1 credit for every 153 characters.
There are two steps to sending payment links for unpaid invoices:
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Add the payment link to a communication template used for sending unpaid invoices.
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Send the payment link, in one of two ways:
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Automatically send the payment link with unpaid invoices (email only).
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Manually send an individual payment link for an unpaid invoice (email and SMS).
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Note
The Payment Link dynamic term applies only to communication (emails or SMS) linked to an invoice. You can't use payment links in one-off emails or SMS, or in reminders.
Important
A payment link works at any time while an invoice is unpaid. After the invoice is fully paid, the link stays active for up to 30 days from the invoice date, or up to 5 days after the last payment if that falls after the 30 days.
Insert the payment link into a communication template one time, so you don't have to insert it whenever you request payment.
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Click Settings > General.
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Under the Template Settings section, next to Communication templates, click the
pencil icon.
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In the top right, click Create Template, then select Email or SMS.
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Give your template a title and fill out the fields as required. (e.g. Unpaid Invoices)
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In the Content editor, add the text for the body of your template, then place the cursor where you want the payment link. (You can use dynamic terms to add details such as the appointment date, practitioner, invoice number and invoice amount.)
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In the toolbar, click Dynamic Terms and select Payment Link.
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Click Save.
Your communication template is ready to request payment for unpaid invoices, automatically or manually.
Choose automatic sending to chase payments for you, or manual sending for control over each invoice.
After you set up your communication template, you can send payment links with unpaid invoices by email on the invoice due date.
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Click Settings > Payments.
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Under the Invoice Due Date section, next to Group, click the
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In the pop-up, set Invoice Due Date to Enabled to generate a due date for all invoices automatically.
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For Default Due Date, enter the period of time relative to the invoice issue date:
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Use a positive number to set the due date after the issue date. (e.g. 7 days)
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Use a negative number to set it before the issue date. (e.g. -1 week)
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Use 0 days to set the due date on the issue date.
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Set Send on Due Date to Enabled, then complete the remaining fields:
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Payer: Select which invoices to send automatically on the due date.
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Exclude fees (optional): Any due invoices that contain these fees aren't sent automatically.
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Communication Template: Select the email communication template you created, which contains the Payment Link dynamic term.
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Click Save.
Your unpaid invoices and their payment links now send automatically to recipients on the due date.
If you don't want to automate your payment links, send them by email or SMS when you need to.
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Open the invoice.
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At the top right, click the
paper plane icon.
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In the pop-up, click the Email or SMS tab for how you want to send the payment link.
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For Template, select the email or SMS communication template you created, which contains the payment link dynamic term.
Examples of sending an invoice by email or SMS (click to expand images)
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Click Send. (For email, to send later, click the dropdown next to Send and select Schedule Send.)
You have sent the unpaid invoice with its payment link to the recipient.
Payment links work with the rest of Halaxy invoicing, from creating and sending an invoice to avoiding chasing late payments.
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Send invoices your way. Send an invoice manually, or let Halaxy email paid and unpaid invoices for you.
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Know every part of the invoice. The Guide to the Halaxy invoice explains each section.
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Avoid chasing late payments. Use Request payment or card details for online bookings to collect payment when patients book, so there is less to chase later.
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