The Send Payment Link button can be found in two locations:

From an invoice, next to the print button

From the patient profile, in the invoices tab. Select the invoice(s) you would like to send a payment link for, then the Send Payment Link button will appear.

This button will only be present on invoices with an outstanding patient balance.

A modal will appear with the patient's primary phone number pre-selected.

If necessary, change the phone number to a different one.

You can modify the default message that will be sent to the patient.

Add any additional text or changes as needed.

After confirming the phone number and message, send the text to the patient.

Check the invoice history at the bottom of the screen to confirm that an entry has been added indicating the payment link was sent.

A record of the text can also be found in the message log.

Once the patient makes the payment, it will automatically be applied to the invoice.