How do I send a payment request?

In the UK and EU, clinics send their clients Digital Practice payment request links which are processed securely via Stripe. Stripe supports all major credit cards and digital wallets such as ApplePay and GooglePay.

Payment requests are created and sent from Digital Practice. Your client will receive a WhatsApp or SMS message with a button/link to a payment page branded with your clinic's logo.

A Payment request, once created and its associated conversation in Digital Practice, will automatically assign the owner as the user who created it.

It is also possible for Provet customers to request payment for an invoice from within Provet by adding a custom integration button, this will open and send a payment request link from Digital Practice.

There are two types of payment requests:

Prepayments - unallocated payments that reconcile against a client’s account (manually or automatically depending on your PMS).
Invoice payments - these are reconciled against a specific invoice selected at the time of sending.
Provet invoice button - this displays a button on the invoice view that sends a payment request via Digital Practice for the finalised unpaid balance.

ℹ️ Access to payments may be limited by your Digital Practice system administrator, also some PMS providers don’t allow us to send payments yet. Please contact your system administrator and/or your PMS account manager for further info.

	Ascend & Rx	Provet	Teleos	Robovet	Merlin	ezyVet	VetIT	Animana	Lupa
Take prepayments	✅	✅	✅	✅	✅	✅	✅	✅	✅
Take invoice payments	❌	✅	❌	❌	❌	✅	❌	✅	❌
Payments auto synced to client's account	✅	✅	✅	❌	✅	✅	❌	✅	❌
Request payment for an invoice from PMS	❌	✅	❌	❌	❌	❌	❌	❌	❌

Prepayments

Click the Create button in the top toolbar and choose Payment request. You can also send these using the button in the centre panel of an active conversation.

On the New Payment Request pop-up, you'll see the left side has fields to fill in, and the right side has a preview of the chat message and the page your client will see after clicking the payment link.

Optional message to client

Add a short friendly message to your client here. This is sent as part of the WhatsApp or SMS message, and also appears on the payment page once they click through.

Using a template is also possible here. To use a template, you must have these set up as a 'Payment request message' template type, as these are the only templates available to select for a payment request. See: How do I set up a template to be used in Payment requests?

If a template has been selected, the template content will display within the message preview on the right side of the payment request screen.

Description

Add a note to remind the client what the service or product was that you are charging for. This note appears above the amount being requested on the payment page and also (where supported) is synced to the PMS on the comms log.

Options

ℹ️ These options may have been restricted by your Digital Practice system administrator.

Request full amount - choose to request the outstanding balance of the account
Pre-authorise client's card - a temporary hold of a specific amount on the client's card, useful for deposits. Read more here
Send reminders - automatically send a payment reminder to client's that do not pay within 23 hours. Read more here
Advanced settings - choose the time it takes for a payment link to expire

Enter a value into Amount requested and select 'Send Payment Request'.

Invoice payments

ℹ️ Currently only available for Provet, Ezyvet & Animana clinics. Please contact your system administrator and/or your PMS account manager for further info.

Send these from the ‘Create’ button in the top navigation or using the button in the middle of the screen whilst in an existing conversation in Digital Practice.

Fill in the rest of the fields as you would do for a prepayment (described above)

Select the client’s existing invoice(s) to pay against from the Select Invoice drop-down or use the search to find it

For full payment, leave the ‘Amount requested’ field as default (the full balance) or edit the figure to a lower sum.

Select 'Send Payment Request' to send to the client.

Send payment requests from Provet via Digital Practice.

ℹ️ Currently only available for Provet clinics.

Add a payment button to the invoice detail view in Provet. When this is clicked, Digital Practice opens (prompting the user to log in if they aren’t already) and then sends a payment link for the invoice’s full finalised unpaid balance.

When the payment is made, it will be reconciled back to the original invoice and mark it as paid in Provet. This payment will also display on the Payments page in Digital Practice.

Success message in Digital Practice:

The user will then be redirected to the client conversation displaying the payment request in Digital Practice:

Payment request displays in the Digital Practice ‘Payments’ screen:

ℹ️ Error states and security guard rails.

The invoice has not been finalised yet.
The invoice does not have an outstanding balance to be paid.
There is already an outstanding payment link in DP for this invoice that is:
1. Not paid.
2. Not expired.
3. Not cancelled.
The user in Provet does not have access to the relevant Digital Practice clinic (each DP clinic is scoped to only 'see' invoices from specific Provet departments).

Example error message.

Adding the button to the Provet invoice page

Please contact support@digitalpractice.vet for details.