What is the context?
Elavon(Opayo) is a leading payment service provider (PSP) and is one of the most trusted payment brands. Ealvon makes the process of accepting payments online, over the phone, or in-person simpler, faster, safer and more profitable for businesses.
Currently, Meddbase integrates with Opayo Server, Meddbase users can allow patients to pay their invoices online, either via the Patient Portal or simply by emailing them a link to an online payment page. Online patient payments are updated in real-time within Meddbase.
Invoices can be emailed to a patient with an invoice document attached and can include a link to pay online via Opayo if there is an outstanding balance on the invoice.
Online payments using Opayo are only possible when the debtor is the patient. If the debtor is not the patient, online payment is not possible.
What is the purpose of this article?
The purpose of this article is to guide you through adding a payment link to your invoice email templates in Meddbase.
Adding a Payment Link to Invoice Email Templates
To include a link in your email template that directs payees to make a payment via your Opayo Server integration, navigate to Start Page > Admin > Configuration > Accountancy > Invoicing > Invoice Email Templates.
The template will need to include the following template codes, in this order:
{PayOnlineTextStart}
{PayOnlineBeginLink} Your custom text here to be hyperlinked text{PayOnlineEndLink}
Your custom text here to direct patients to copy and paste a link into a browser{PayOnlineCopyLink}.
{PayOnlineTextEnd}
The text between the template codes (e.g., "Your custom text here") can be customised to fit your needs and tone of voice.
The order of these codes is essential for the payment link to display correctly in the email.
An example of how this template would look is below:
How it appears to the recipient
When the invoice is emailed, the body of the email will contain a message like this:
The payee can then either select 'this link' or copy and paste the URL to make the payment for the invoice that is attached to the email.
Review Date
This article was last reviewed on 3rd December 2024.