Online Payment requests
Subscribers to Cornerstone Payments integrated card processing can opt to enroll in Online Payments, which can send a payment request via email or text as part of your established invoicing and payment workflows. Once a payment is made and processed, it appears in your client’s account history automatically with a payment type of Online Card Payment. It also appears on deposit reports and payment registers accordingly.
Don’t have integrated payments? Visit our Cornerstone Payments page to learn more about the benefits integrated payments provides including eliminating manual errors, faster transaction time, online payments and more.
Before you start
- An approved integrated provider payment account with Online Payments activated
- Security credentials appropriate for client account payments for the logged in use
- Client email address or phone number (can be entered when you send the request)
Important!
- This applies to US practices only
- Not compatible with xCharge payment software
Send a request
- Navigate to the Online Payment Request window through either:
- Post Invoice window > Pay Online checkbox
- Client Account Window > Pay Online button
- Patient Clipboard Account Information tab > right-click > Pay Online
- View, modify, or enter the requested payment amount.
- The value defaults to the current debit or invoice balance.
- If there is an active payment request, the current requested amount will be displayed instead.
- Zero, negative, or amounts outside the displayed minimum/maximum range are not allowed.
- In the Staff drop-down list, select the last name of the person sending the request. To search by other names, double-click in the field.
- Select Email or Text. You can use only one method per request.
- Update or modify the email address or text number, if needed. Only one address or phone number can be used per request.
- For email requests, update any messaging, if needed.
- Review or remove the attached invoice, if needed.
- The invoice is attached automatically if you began the payment request from the invoicing workflow.
- You cannot add other attachments.
- Attachments are only sent with text requests based on the configured vendor.
- Click Request.
Resend, modify, or cancel a request
From the Online Payment Request window:
- Update the payment amount and any other information as needed.
- Click Request or Deactivate.
- The prior request will be deactivated, and a new request will be sent, and any original attachments will also be sent, based on the configured vendor.
View request details and status
- Pathways to viewing requests:
- Client Account Information tab of the Patient Clipboard > right-click and select Pay Online
- Client Account window > Pay Online button
- View request details and status in the window.
- Click the Status button to see processing status. If status is Failed, an error is displayed but the request remains active.
Additional information
General
- From the Post Invoice window:
- Clear Print invoice and Email invoice since an invoice copy will be included with the request.
- Selecting Pay Online will uncheck Apply payments. If the client is making both a physical and an online payment, select Apply Payments. Once the physical payment is posted, the Online Payment Request window opens.
- If sending a request from a new invoice while an existing request is in progress, the new request amount will default to the existing request amount.
- The payment window displays active request details.
- Deactivate any pending requests before writing off a client account to avoid unbalanced accounts if the client uses the request link before deactivation is complete.
- View and manage all request activity from the Pay Online Request Log.
Multi-location single database (MLSD)
- Payments are associated with the practice that sent the original request, even when requests are resent from a different practice.
- To change the practice that receives the payment, cancel the request and send a new one from the preferred practice.
- Deposit report and payment registers will reflect the practice sending and completing request.
