Sending Payment Requests from the Appointment Reconciliation report

From version 7.34.5 of MediBooks, Payment Requests can be sent in Bulk from the Appointment Reconciliation report. To modify which customer's receive Payment Requests, use the Customer Details report.

First, fill out the filter information (i.e Date From and Date To) at the top of the report, then press "Run Report".

When using the report to send payment requests, ticking "Include Customer in Outstanding Amount" will make it easier to identify which customers payment requests will be sent to. 

Select all bills by clicking on a bill at the top of the report then pressing Shift + left-clicking on the last bill. MediBooks will only send Payment Requests to customers with a valid "Delivery Method"  and Outstanding balance. Then right-click and select Payment Request.

If there are already payment requests on the system the message below will appear, we recommend clicking "Yes" as there may be payments that effect some of the outstanding bills. 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.

To send the Payment Requests click "Yes".

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