How Do I create an Invoice and send a Payment Link to my Patients? – MetaOptima Technology Inc

In DermEngine you have the ability to generate an invoice for your record keeping and the option to send a payment link to your patients so you can seamlessly charge for your services.

To learn how to generate an invoice and share a Stripe payment link with your patients follow the steps below.

*Note:

1. To be able to share the payment links, you first need to setup your Bank Deposit Info. To learn how to do this click here.

2. To be able to add an invoice, you will first need to enable this option in your Private Billing Setting. To learn how to do this, click here.

3. The patient must have a mobile and email address in their profile for this feature to work.

Select your Patient, then click the icon to access your patients full profile.
Next, select the Invoices Tab, and add your invoice by selecting the Add Invoice button.
Select your service, modify the price if needed and select Stripe Link as a payment method. Next, click Save.

Note: You have the option here to select alternative payment methods such as Cash, Debit, Visa, Mastercard and Amex.
The invoice is now recorded. There are 4 icons where you can:
-: Amend the invoice
-:Generate a pdf document for printing
-: Delete the invoice
- : Create a Stripe payment to send to the patient

Stripe Payments: To send an invoice payment link to your patient, click the icon. The payment link has been successfully sent to your patient via email and SMS (if valid mobile number was provided).
*Note: Once the invoice has been sent with payment link, you can not resend, edit or delete the invoice. The paid toggle will be turned to on once patient has paid and it can not be turned on manually.
See below image 1 (email) and image 2 (text) of what the patient will receive
Image 1 (email):

Image 2 (Text):

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