How to Customize the amount in Send Payment Link?

Purpose:

To enable users to send personalized payment requests to patients by specifying custom amounts, rather than automatically using the full balance due.

Scope:

This article covers:

1. Accessing the payment link feature
2. Custom amount entry functionality 
   Excludes:
3. Automatic full-balance payment links
4. Payment plan setups
5. Recurring payment scheduling

Procedure:

1. Navigate to Balance Due:
   1. Go to Visits and Receipts
   2. Locate line item with balance
2. Generate Custom Link:
   1. Click Actions → Send Payment Link
   2. Enter Custom Amount
   3. Send to patient

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Send Payment Link now allows you to customize the amount you're sending the patient to pay.

Under Visits and Receipts > Click on Actions on the line with a Balance Due > click on Send Payment Link 



This option will now allow users to put in a Custom balance