One of the benefits of Jane Payments is that it gives you the option to send patients their account statement text or email with a link for them to pay online.
If you aren’t using Jane’s in-app payment integration, check out this guide on Emailing an Invoice. This doesn’t let your client pay their balance online, but it’s a great way to let them know about an outstanding balance.
Let’s get started. There are two ways that we can send a client a Pay Balance message:
💡 Jane tip: When a client pays online, their card is securely saved on their profile. However, if they pay using Apple or Google Pay, their card will not be saved.
Pay Balance Text Messages (SMS)
Sometimes our personal inboxes get pretty hectic and we miss something. Often a text is more convenient for folks, especially because they allow clients on any mobile browser to pay with Apple or Google Pay.
You can send a text from the Billing Notices section on your client’s profile. Just click the Text Reminder button **to the right.
A window will open where you have the option to add a custom message. The greeting (e.g. “Hello, Maddy”) is already included in the message. When we’re happy with how it looks, we can click Send.
Here’s what a sample text message looks like:
Currently, clients can only be sent their full outstanding balance, and it must be paid in full.
When they click on the link in the text message, they will be directed to a page that breaks down the amount owing and gives them the opportunity to pay using a credit card, Apple Pay, or Google Pay.
Once payment has been collected, the client has the option to download their receipt as a PDF, or print it.
Pay Balance Emails
To send a Pay Balance email, you can click the Email Reminder button in the Billing Notices section of a client’s profile.
You can add some custom messaging to the email to explain what you’re sending over or just let your client know it was nice to see them. 🙂 Just remember, the greeting is already included in the message.
And the email looks like this:
Currently, the client can only be sent their full outstanding balance, and it must be paid in full.
When they click on that Pay button they will head to a page that breaks down the amount owing, and gives them the opportunity to pay using a credit card:
They will then have the option to print or save their receipt as a PDF.
Lastly, clients will also be able to navigate to the My Account > Pay Balance area of the online portal to access this same payment interface, allowing them to settle up any outstanding balances on their own (no email or text required).
Handy! We hope this makes collecting payment a smooth experience for both you and your client. If you have any questions, don’t hesitate to get in touch.