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Status Completed
Categories Billing & Payments
Created by Guest
Created on Apr 10, 2017

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Add link to client portal in client invoice/superbill/statement emails

When I client gets emailed an invoice it would be VERY helpful if they could click a link to portal to make payment. Within the emailed invoice it could read: "Please make payment by logging into your account at www.xxxxxxx.com or, call office to make payment over the phone.""
App Type Provider App
  • ADMIN RESPONSE
    Aug 23, 2024
    We're excited to let you know that this feature request has been completed! Today we released an update to billing related emails generated from the Ledger, Statement, Batch Statements and Batch Invoices so they now include a link for clients to log into the client portal. This makes it easier for your clients to quickly access their client portal account and pay for services. If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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    • Leroy Miller
      Reply
      |       Oct 1, 2024

      I was very excited to see it but it only directs client to client portal to pay individual invoices. What is needed is a way for a client to pay the amount due on the invoice without referring to individual invoices.

    • Guest
      Reply
      |       Oct 30, 2019
      Agreed! A link in the invoice message would be most helpful to take them to the portal to pay. Thank you!
    • Guest
      Reply
      |       Sep 11, 2019
      Yes, please! A link right on the invoice like you see with Quickbooks and Paypal. Right now I have patients paying through Paypal (and giving Paypal the credit card percentage) because of the direct link. It would be easier for all if they could directly link to the Make a Payment page of the portal.
    • Guest
      Reply
      |       Aug 29, 2019
      This is incredibly urgent.
    • Guest
      Reply
      |       Jul 17, 2019
      Please give a link for clients to pay bill when sending invoice via email.
    • Guest
      Reply
      |       Jul 12, 2019
      Add a link right on the statements I send which will take the client directly to the client portal log in page where they can make payment. This eliminates the extra steps involved in them remembering or finding the log in page, which I'm hearing from clients is cumbersome. Thank you!
    • Guest
      Reply
      |       Jul 11, 2019
      Yes!!!
    • Guest
      Reply
      |       Jul 4, 2019
      Add a link to allow clients to easily go to their portal when emailed an invoice.
    • Guest
      Reply
      |       May 25, 2019
      Add a link to the client portal in the bills generated
    • Guest
      Reply
      |       May 6, 2019
      This is requested by so many of our clients and seems like it would be such an easy fix! Please look into this, Theranest.
    • Guest
      Reply
      |       Mar 12, 2019
      My clients are complaining that there is no direct link to the portal that they can click on when they receive an invoice email. It would be so helpful if there was a link right in the email that directs them to the portal login page! Thanks for any help on this.
    • Guest
      Reply
      |       Feb 24, 2019
      I'd like for when clients receive an invoice by email, they would be able to click a link to make a credit card payment online using either the credit card on file or a different card.
    • Greta Pankratz
      Reply
      |       Oct 23, 2018
      Automatically send email invoices to clients and have a "pay now" button (in the email) that links them straight to the portal to make a payment
    • Greta Pankratz
      Reply
      |       Sep 21, 2018
      I'd like to make it easier for patients to pay bills. First send one email with all services owed and then in that email, a "pay now" button. ALso, when I print an invoice, there is no cut-off portion for entering a credit card or to send in with a check.
    • Guest
      Reply
      |       May 4, 2018
      Hi Amanda-Did you mean to type TheraNest rather than TheraBook? If not, I'm curious what TheraBook is! Thx-Rebecca
    • Guest
      Reply
      |       Mar 6, 2018
      Clinicians could send clients a link to a specific invoice (for example, they would send on the due date) and the email would contain a link for them to login into their client portal and make payment. Also could contain due dates and option to add fees according to late fee policies.
    • Guest
      Reply
      |       Nov 6, 2017
      Can you include portal link to the invoice to facilitate online payment?
    • Guest
      Reply
      |       Jun 22, 2017
      Many clients have suggested that including the log in link for the Client Portal in TheraBook in emails with invoices would help them pay easier
    • Guest
      Reply
      |       May 18, 2017
      Going to an invoice and selecting "Email to client" is a very helpful feature. However, many clients are new or forget how to use the client portal, and there are not instructions or links for their payment options included in those emails. I find myself having to send an email to those clients including everything and just attaching the invoice myself. At times I am having to handle questions about logging in or where to send payments if they are having trouble. It can be a time consuming aspect of billing that could be easily resolved with simple programming.
    • Guest
      Reply
      |       Dec 5, 2016
      I would like to be able to email an invoice to a client and for them to click "Pay Now" and pay via credit card online (I have this feature activated). Thanks!