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How do I set up a template to be used in Payment requests?

Setting up a 'Payment request message' template type to be used in the 'Optional message to client' field in a payment request.

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Written by Joanna

In the payments request screen, it is possible to select and use a template in the 'optional message to client' field. See 'Creating a payment request'

Templates used within the 'Optional message to client' field in a payment request must be set up using the template type 'Payment request message'.

This template type allows you to include merge fields; however, template text is limited to 250 characters, and line breaks/carriage returns are not possible.

Consent is not required/applicable to this template type, so the template status will display as N/A.

Payment request message templates can only be used through the payment request screen. These will not be available to use through any other area of Digital Practice.

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