When Text to Pay and Email to Pay are enabled for your location, you can send a client their finalized invoice and a secure link to collect payment via SMS (text) message or email.
How It Works
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Text to Pay/Email to Pay can only be used to collect credit card payments.
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The message containing the link to the secure payment portal is sent to the client’s preferred phone number or email address on file.
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The Text to Pay/Email to Pay buttons only display when your organization has a credit card integration enabled (e.g., Vetspire Pay).
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The Text to Pay/Email to Pay buttons do not display for an invoice with a total of $0.00.
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The Text to Pay/Email to Pay buttons only display for invoices in the Due status. These are invoices that have been finalized.
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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.
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The client can download a copy of their receipt after submitting the payment.
Example payment portal (SMS):
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.
Can partial payments be collected via a Text/Email to Pay link?
Yes! Partial payments can be collected using Vetspire Pay (CardConnect). To collect a partial payment:
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Go to the client’s invoice and select Checkout.
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In the Checkout window, select Change Amount and enter the amount you are collecting for the invoice.
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Select CardConnect Email/Text Pay as the Payment Method, then choose your Delivery Method (Email or Text).
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Select Send.
Once the client submits the payment on their end using the sent link, the link is updated to not accept any additional payments. This helps prevent duplicate payments.
You can either:
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Repeat the above procedure to collect another partial payment with a new payment portal link, OR
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Select the Text to Pay or Email to Pay button on the invoice to send a payment portal link for the full remaining balance.
The payment portal displays the previous balance collected and the remaining balance. Example:
