📝 Overview
You can collect payments for invoices and statements from your clients online if the clinic is using DaySmart's integrated payments.
💡 To learn more about DaySmart payments, please reach out to [email protected]
🧾 Sending Invoices via Pay Online (Pay Now Link)
Easily send an invoice from the Pay Online option when checking a client out, or when in the New Payment form. Additionally, you can consolidate multiple open invoices into a single Pay Online link—making it easier than ever to collect payments and boost your receivables.
Click the arrow to learn how to send invoice(s) via the pay online option
Click the arrow to learn how to send invoice(s) via the pay online option
You can select Pay Online from both the Checkout screen and New Payment form. This instantly sends the client their invoice(s), making it faster and easier to collect payments. Also, this allows for no extra terminals if necessary. Follow the steps below to send an online payment from checkout or a new payment:
🚨 The default option is to send the invoice via email.
From the checkout screen, make sure any outstanding invoices that need to be paid are within the Due field. Any outstanding invoices will automatically populate in this field. Credits will auto-populate the Credits field as well.
Select the Pay Online from the Type field dropdown
Click Check Out on the bottom right, and the client will immediately receive their invoice(s) via a Pay Now link
💡 If multiple invoices are sent, it consolidates the invoices into a single Pay Now link.
Sunbit Integration Implications (Buy Now, Pay Later)
If you're using the Sunbit integration, the Pay Now link will include an option for clients to pay through Sunbit. This allows multiple open invoices to be combined into a single loan, simplifying the payment process for both the clinic and the client.
To make things even more efficient, consider including Sunbit pre-qualification links in client communications—like reminders and confirmations—so clients can get pre-qualified before their appointment.
💡 Learn more about Sunbit by clicking the button below:
📃 Exporting Individual Invoices
Learn how to send an individual invoice, either as an SMS or Email. This method would be if this is outside of the check-out or payment workflow.
Click the arrow to learn more
Click the arrow to learn more
Once the integration is enabled and working, you can export the invoice or statement via email or SMS (if SMS Add-On is enabled) to the client by following these step-by-step directions.
Navigate to the invoice and click Export on the top left
There is a Pay Online option on the bottom. The default is to have it selected.
4. Click Send.
The client will receive a link so that they can enter the card information and make a payment to the invoice. The same option can be selected when exporting the account statement to allow clients to make a payment toward the statement.
📑 Exporting Invoice(s) via Account Statements
When exporting a client's account statement, there is an option to have the client pay online for all associated outstanding invoices.
Click the arrow to learn how to export an account statement for online payment
Click the arrow to learn how to export an account statement for online payment
Click the Billing tab from the client profile
Select Account Statement > Email Statement
The Pay Online option will be automatically selected on the bottom of the form. Click Email to send the statement with the Pay Now link
❓FAQs
Click the arrow to learn about the frequently asked questions
Click the arrow to learn about the frequently asked questions
1. How can I send an invoice for online payment using Pay Online?
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Click the arrow to learn more
You can send a Pay Now link by selecting Pay Online from either the Checkout screen or the New Payment form. Once selected, the client will immediately receive the invoice via SMS (if enabled and a mobile number is on file) or email. This allows you to collect payments quickly and without the need for additional terminals.
2. Can I include multiple invoices in a single Pay Now link?
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Click the arrow to learn more
Yes, when multiple outstanding invoices are selected during checkout or payment, they will be consolidated into a single Pay Now link. This streamlines the payment process for both the clinic and the client.
3. How does the Sunbit integration work with Pay Online?
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If your clinic uses Sunbit, the Pay Now link will include an option for clients to use Sunbit’s Buy Now, Pay Later service. This allows multiple invoices to be combined into a single loan, making payments more manageable. You can also include Sunbit pre-qualification links in reminders and confirmations to speed up the process.
4. Can I send a Pay Now link outside of checkout?
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Click the arrow to learn more
Yes, you can send an individual invoice at any time by exporting it from the invoice screen. Just click Export, ensure the Pay Online option is selected, and choose to send it via SMS or email.
5. Is it possible to send an account statement with a Pay Now link?
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Click the arrow to learn more
Absolutely. When exporting a client’s Account Statement from the Billing tab, the Pay Online option is selected by default. Click Email to send the statement with a Pay Now link that allows the client to pay any outstanding invoices.
💡The PetCare Client Mobile App makes it easy for clients to pay outstanding invoices, view and sign estimates, manage appointments, and access their pet’s records—all in one place.