Viewing Payment Requests by Status

Viewing Payment Requests by Status

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

To view all payment requests first open the Administration tab, then open the Payment Requests page.
An image that has been annotated to show the Payment Requests page button.

Whenever the Payments Request page is opened a dialog will appear asking if or needs updating, the refresh button can be used to update the payment requests.
A screenshot showing the location of the Refresh button.

Once the page has been updated the Payment Request Status Report will be shown, this displays an overview of any changes to the statuses of the payment requests.
A screenshot showing the Payment Request Status dialog

What the Different Statuses Mean

Payments are organised by their status, there are four different statuses these are:
  1. Sent: This shows any payment requests that have been sent to CityPay that haven't been delivered yet.
  2. Delivered: If the payment request has been delivered, if multiple delivery methods have been used the payment request will be marked as delivered if one of these has been delivered.
  3. Not Delivered: If MediBooks doesn't received confirmation from CityPay that they have processed the payment request within 24 hours it will be set to this. 
  4. Paid: These are payment requests that have been paid by the customer but haven't been reconciled with a bill.
  5. Expired: After a period of time the payment request links used by CityPay will expire, and no longer work, when this happens the payment requests will be marked as Expired. To learn more about this please read: Expired Payment Requests.
  6. Posted: After a payment request has been reconciled with a bill, the status will be set to Posted.

Viewing Payment Requests with Different Statuses

By default payment requests with the "Sent" status will be shown, this can be changed with the Status dropdown box in the top right of the page. 
An image showing the Payment Requests page, the Status dropdown box has been outlined in red.

The details that the payment request was sent to will be shown in the Email/SMS column. If the content of the column is red, this means MediBooks has detected that the payment request hasn't been sent.

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