How to Pay an Invoice in the Patient Portal

Teach patients how they can pay outstanding balances in the Patient Portal. 

What You Need

• Your clinic needs a payment gateway (e.g., Stripe) set up before your patients can pay via the Patient Portal 

Paying Invoices in the Patient Portal 

Share the following steps with your patients to walk them through how to pay outstanding balance via the Patient Portal: 

1. Visit the Patient Portal 
2. Enter your:
   • Username/Email Address
   • Password
3. Click Sign In

4. Select Transactions

5. Review your transactions 
   • Outstanding invoices will be have amounts displayed in red under Owing

6. If you are only paying on invoice, select Pay for the corresponding invoice

    

7. If you are paying more than one invoice, click Pay Multiple Invoices  

    

8. Check off each invoice you'd like to pay
9. Click Pay Selected

10. Enter your credit card details including: 
    • Name on Card
    • Card Type
    • Card Number 
    • Expiry Date
    • CVV
    • Postal Code
11. Review your transaction and credit card details 
12. Click Submit Payment

Result 

After your payment has been processed processed, you can review the Transactions section in the Patient Portal. You will see that the number(s) under Owing are no longer displayed in red and should show as $0.00.