There are currently two options for the timing at which patients will receive invoices, outlined below. Patients can pay on their own with an invoice in their email or through the card terminal in the clinic.
Scroll to the bottom of the page for a full video walkthrough.
Read more about invoices and accepting payments, and accepting partial payments at the card terminal.
1. Create and send email
Best for: Standard invoicing when payment will be made later
Invoice is created and sent to the patient's email immediately
Patient can pay online through their patient portal
Use this for regular billing workflows
2. Create and send to terminal
Best for: Taking payment immediately by card in the clinic
Invoice is created for terminal payment processing but not sent to the patient immediately
Patient receives different emails based on payment outcome
Designed for in-clinic payment scenarios
When do patients receive invoices with a terminal payment?
✅ Payment Successful (Full Amount)
Patient receives payment confirmation email immediately
Email includes PDF receipt with invoice details
No additional emails sent
🔄 Payment Successful (Partial Amount)
No immediate email sent to patient
After 30 minutes, patient receives invoice email for remaining balance
Patient can pay remaining amount through patient portal
❌ Payment Failed or No Payment Taken
No immediate email sent to patient
After 30 minutes, patient receives standard invoice email
Patient can pay online through their patient portal
Video Walkthrough