Sending Payment Requests

Sending Payment Requests

With version 7.27 of MediBooks, it is now possible to send online payment requests to customers. 

Two different types of payment requests can be sent, invoices or statements. Invoices are sent individually while statements can be sent individually or in bulk.

When sending payment requests from any location except the Statement Delivery page, MediBooks will provide the option to modify the customer's delivery method and contact details.
An image showing the Payment Request dialog.

If there are payment requests awaiting payment a message will appear, we recommend clicking "yes" as it may impact the selected accounts' balance if requests have been paid. If any of the payment requests have been paid, the payment must be posted from the payment request page before further payment requests can be sent.

Sending Payment Requests for Invoices

Multiple locations allow payment requests to be sent for individual invoices, these are:
  1. Right-clicking on a bill from the front desk and selecting Payment Request will post the invoice to the customer's account and send a payment request.
An image that has been annotated to show the Payment Request button on the Front Desk.

  1. When editing invoices there is a Payment Request button on the command bar that when pressed will post the invoice to the customer's account and send a payment request.
An image showing the location of the Payment Request button.
 
  1. Right-clicking on an invoice on the customer account screen shows Payment Request buttons which can also be used to send payment requests.
An image showing the location of the payment request buttons available from right-clicking on a bill.

Sending a Payment Request for a Statement

The Statement button on the account overview page and the Payment Request button shown on the Customer Details report can be used to send a statement to a customer.

Account Overview
To send a statement from the Account Overview, first open the customer account, and click the Statement button. 
An image that has been annotated to show the Statement button.

This will open the Statement dialog. Find the Intended Use section and click "External" and then click "Send Payment Request". The location of these options is shown in the image below. Then fill out the dialog as desired and press OK.

An image showing the location of the buttons used to send Payment Requests from the Statement dialog.

The Customer Details Report
To send a statement from the Customer Details report, first run the report. To learn how to do this please read: The Customer Details report. 

Next, right-click on a customer with an outstanding balance that you want to send an invoice to and select Payment Request. 
An image showing the Payment Request menu option.
 
This will open the Payment Request dialog. Complete the dialog as desired and press Send Payment Request.

Sending Payment Requests in Bulk



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