This article explains how to create a Payment Request Link in Unity® Practice Management.

How to Create a Payment Request Link 

1. Click on the Money icon and select Manage E-Chits

   

2. Click on Payment Requests, and the Create Pay Request Link window will open

   

3. Enter the Client Information
4. Enter the Total Amount Owned

5. Search for a case by entering keywords or selecting from Recent Cases

   

6. Enter the Bill/Invoice Number
7. Select the Account
8. Add any comments if necessary

9. Once done, click Create Pay Request Link

   

10. You can copy the Payment Request Link

11. Click Finish to complete

    

Related Article 

Payment Requests: Filters & Options