Sending Statements to Customers with Outstanding Invoices

Normally, when sending payment requests on an invoice MediBooks will always send a payment request for just the invoice. However, MediBooks provides the option to configure the Bill Payment Service so that whenever a payment request is sent on an account with more than one outstanding invoice, a statement with all outstanding charges is sent instead.

To access this, first open the System Setup page on MediBooks. To open this page click on the Blue Plus (+) at the top left of the page, then select [Settings], then finally click on [System Setup].

An image showing where System Setup is found.

Click on [Virtual Terminal] from the menu on the left side of the window.

Click on "Send outstanding statement when outstanding bills are greater than one" to enable the setting. 

An image showing the setting.

Finally, press [Apply] to finalise your changes.

An image which has been annotated to show the location of the "Apply" button.

Whenever an outstanding statement is going to be sent a message will be shown on the payment request dialog.

An image showing what the payment request dialog will look like before an outstanding statement is sent.

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