Everything about the Bill Payment Service
Changing the content of Payment Request Emails/SMS
The functionality described in this article will be available from v7.38 of MediBooks The content of the SMS/emails sent by the Bill Payment Service is controlled using templates. These are created and managed by CityPay, please contact their if your ...
Attaching Watermarks/Letters to Payment Requests
The features described in this article will be available from v7.38 Watermarks and Letters can be attached to statements, while letters can be attached to invoices. Workflow/Appointment Reconciliation Reports After choosing the Payment Request option ...
Sending Payment Requests in Bulk from the Workflow Report
To run the report, use the date filters at the top to choose a time period. If needed, the Date Filter option on the right side of the page can be used to change which date is used for the report. Use the column filters on the 'Customer Outstanding' ...
Surcharges
Surcharges can be used to automatically apply fees to Payment Requests after a specified period. Setting up surcharges To enable the surcharge, click the blue plus button at the top of the page, then click Settings, then System Setup. Open the ...
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 ...
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 ...
Setting Payment Methods for use with the Bill Payment Service
To mark a Payment Method as a Payment Request type, first open the Payment Methods page which is found in the System tab. Then using the grid, tick the checkboxes in the Active and Payment Request column for any Payment Methods that you want to be ...
The Customer Details report
The Customer Details report shows a list of all customers in MediBooks with related information such as their contact details and balance. It can also be used to send Payment Requests, update customer delivery details in bulk and use the Customer ...
Viewing the History of a Payment Request
To view changes that have occurred to a payment request, right click and select [View History] An image showing the View History button. This will open the history where details relating to previous changes (such as the time of the update and what ...
Sending Statements to Customers with Outstanding Invoices
Normally, when sending payment requests on an invoice MediBooks will always send a payment request for just the invoice. However, MediBooks provides the option to configure the Bill Payment Service so that whenever a payment request is sent on an ...
Allowing Part Payment on Invoices with a Booking Fee Item
For more information on Booking Fees please read: Using Booking Fees The "Allow bill part payment setting when bill has booking fees item" can be used to change how bills with booking fees can be actioned by customers. First, open the System Setup ...
Setting up the Bill Payment Service
To use the CityPay Bill Payment Service, please get in touch with CityPay using: support@citypay.com. Requirements Before setting up the Bill Payment Service in MediBooks please ensure that you have received your payment request details from CityPay. ...
Viewing Payment Requests Sent to a Customer
Using the Payment Requests Tool Tab it is possible to view all Payment Requests that have been sent to a customer. This can be accessed by selecting a customer and navigating to the Account screen, at the bottom of the screen select [Payment ...
Expired Payment Requests
You can view payment requests not paid in time from the Payment Requests page. In order to resend the request you will need to send it the same way you would send a payment request usually. This is to ensure that the correct amount is sent to the ...
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 ...
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 ...
Changing Customer Communication Preferences
With version 7.27 of MediBooks it is now possible to send online payment requests to customers. To send payment requests to a customer first, their contact details and delivery method need to be set. This can be done on an individual basis by editing ...
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 ...