Text to Pay or Email to Pay

When Text to Pay and Email to Pay are enabled for your location, you can send a client their invoice and a secure link to collect payment via SMS (text) message or email.

How It Works

• Text to Pay/Email to Pay can only be used to collect credit card payments.

• The message containing the link to the secure payment portal is sent to the client’s preferred phone number or email address on file.

• The Text to Pay/Email to Pay buttons only display when your organization has a credit card integration enabled (e.g., CardConnect).

• The Text to Pay/Email to Pay buttons do not display for an invoice with a total of $0.00.

• Once payment is received, the invoice status automatically updates to Paid. The Vetspire user who sends the invoice via text/email is notified of the payment in My Notifications.

• The client can download a copy of their receipt after submitting the payment.

Example payment portal:

What is the “CardConnect Email/Text Pay” option in the checkout window?

For practices integrated with CardConnect, selecting CardConnect Email/Text Pay as the Payment Method during checkout is the same as selecting either Email to Pay or Text to Pay on the invoice in Patient Chart > Billing. All of these options will send the same link to the client for payment collection.