Using the Bill Payment Service
Updating a Customers Communication Details from the Front Desk
Suppose a customer is making a payment at the Front Desk and wants to update their contact details so they can have online bills sent to them in the future. In that case, this can be done by right clicking on the bill and opening the Communication ...
Managing Undelivered Payment Requests
To simplify the management of the Bill Payment Service system MediBooks has a dedicated status for undelivered payment requests, we recommend going through requests with this status on a regular basis (i.e before each statement run). If any Payment ...
Process for setting up customers in bulk
By using the grid filters the Customer Details report can be used to locate and enable online payment services for customers that are most likely to benefit from this service This tutorial will go through the process of enabling online bill payment ...
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, ...
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 as Front Desk staff
One of the ways that payment requests can be posted is directly from the front desk. Bills can be individually selected and posted as required by the front desk, i.e. if a customer has forgotten their wallet or if the front desk is busy. This allows ...
Training
We offer free online training over Teams on the Bill Payment Service. This consists of two sessions, one aimed at the Back Office and one for the Front Desk. The Back Office session will cover the entire service, including setting up the service and ...