Sending payment requests at the end of the month

Sending payment requests at the end of the month

To help limit the number of manual Payment Requests that need to be sent, they can be sent in bulk. This can be done either as part of a pre-existing statement run or as a separate process. 

To set up your system for use with the Bill Payment Service, the customer's delivery method will need to be updated. If customers have already agreed to have bills sent to them via email or SMS, this can be updated in bulk using the Customer Details report.

Alternatively, if there's no agreement in place, their communication methods can be updated individually when patients visit the practice: Changing Customer Communication Preferences.

The bills can then be sent in bulk from Statement Delivery or Appointment Reconciliation report. The Workflow Report can also be used to send out Payment Requests in Bulk with Letters attached to them.

    • Related Articles

    • 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 ...

    • 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 ...

    • Payment Requests

      From version 7.27 of MediBooks it is possible to send online payment requests to customers. Payment Requests are a service provided by CityPay, their support details can be found here: Contacts | CityPay. This article will give an overview of all ...

    • Posting Payment Requests

      Posting Payment Requests individually Payment requests can be posted on an ad hoc basis (for example when a customer has come into the surgery having already paid some of their outstanding balance. To do this, with the customer already selected open ...

    • Sending Payment Requests from Statement Delivery

      Along with your regular paper statements, payment requests can be sent out in bulk from the Statement Delivery page. To learn how to generate statements please read: Task Scheduling To send a payment request for a statement first open the "Statement ...