Payment Invoice/ Link


This article provides instructions on how to create an invoice link that can be directly sent to the guarantor's phone number. It is important to note the guarantor's account every time an invoice/link is sent to their phone.


Follow the steps below:


How to Create an Invoice Link Sent Directly to the Guarantor's Phone Number

This article instructs you on how to create an invoice link that will be sent directly to the guarantor's phone number. Follow the steps below:

1. Locate the Invoice Tab

  • Find the Invoice tab located on the right side of the website. Click on it.

2. Create a New Invoice

  • Select the Create Invoice option.

3. Enter Customer Information

  • Customer Email Address (Optional): Enter the customer’s email address if they wish to receive the invoice via email.
  • Customer Phone Number: Input the customer's phone number so the payment link can be sent to their phone.

4. Input Customer Details

  • Customer First & Last Name: Use the guarantor's name here.
  • Invoice Name: Enter the patient's first and last name.

5. Provide Invoice Details

  • Invoice Number: Use the guarantor's account number.
  • Description: Enter Statement in this field.

6. Remaining Fields

  • The remaining fields can be left alone.

7. Preview the Invoice

  • Make sure you preview the invoice prior to sending it out.


Important Note:

  • Notify the customer that the payment link will only be valid for 24 hours. If they require more time, instruct them to inform you so that accommodations can be made.



Please review your Invoice prior to sending the payment Invoice/link out.


Please DO NOT use the Payment Link feature on the payment hub, as it will generate a website link for users to make their payment, rather than sending it directly to their mobile phone.

Make sure you are Clicking on Invoice.

How to Delete an Invoice

Follow the steps below to delete an invoice:

1. Click on the Account

  • Locate and click on the account associated with the invoice you want to delete.

2. Cancel the Invoice

  • Select the option to Cancel Invoice to proceed with deleting the invoice.