Sending Payment Requests at the end of the day

Sending Payment Requests at the end of the day

To help ensure speedy payment of unpaid invoices, payment requests can be used to electronically send invoices to customers at the end of each day. Depending on the workflow of the practice there are different methods that can be used. 

If at the end of the day there are still invoices on the front desk, each bill can be sent out using the instructions found here: Sending Payment Requests as Front Desk staff

If the invoices have already been posted to the customer account, the appointment reconciliation report can be used to send out Payment requests in bulk, by running the report for the current day: Sending Payment Requests from the Appointment Reconciliation report

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