E-payment link dispatch to clients

Purpose

1.1. Automate e-payment link generation and delivery to clients post-session or at billing intervals, minimizing manual billing effort and error.
1.2. Ensure clients in mental health services receive secure, trackable e-payment requests via preferred channels (SMS, email, app).
1.3. Automate reminders and confirmations, streamline back-office processes, and optimize revenue cycles.
1.4. Integrate automated payment link status tracking to trigger follow-up or reconciliation workflows.

Trigger Conditions

2.1. Automated session completion in EHR or clinic calendar.
2.2. Manual trigger by practitioner within invoicing system.
2.3. Pre-set schedule for recurring billing cycles.
2.4. Event-driven action, e.g., patient intake form submission or insurance claim denial.

Platform Variants

3.1. Stripe
• Feature/Setting: Payment Link API – automated generation and email/SMS link dispatch.
• Sample: POST /v1/payment_links, then webhook POST to dispatch endpoint.
3.2. PayPal
• Feature/Setting: PayPal Invoicing API – automate creating and sending invoice URLs.
• Sample: POST /v2/invoicing/invoices, then send via POST /v2/invoicing/invoices/{invoice_id}/send.
3.3. Square
• Feature/Setting: Checkout API – automate dynamic payment link creation and automated SMS/email using CRM webhook.
• Sample: POST /v2/online-checkout/payment-links
3.4. QuickBooks Online
• Feature/Setting: Invoicing API – automated invoice generation with payment link, automated email dispatch.
• Sample: POST /v3/company/{companyId}/invoice
3.5. Mollie
• Feature/Setting: Payment Links API – automate payment requests; dispatch via webhook.
• Sample: POST /v2/payment-links
3.6. Razorpay
• Feature/Setting: Payment Link API – automate link generation and WhatsApp/SMS/email dispatch.
• Sample: POST /v1/payment_links
3.7. GoCardless
• Feature/Setting: Billing Request Flows – automated payment request creation and client notification.
• Sample: POST /billing_requests
3.8. Xero
• Feature/Setting: Invoice API – automate invoice link generation and dispatch to client’s email.
• Sample: POST /api.xro/2.0/Invoices
3.9. Twilio
• Feature/Setting: Programmable SMS – automate e-payment link dispatch via SMS.
• Sample: POST /2010-04-01/Accounts/{AccountSid}/Messages
3.10. SendGrid
• Feature/Setting: Automated Email API – automates dispatch of payment request emails with links.
• Sample: POST /v3/mail/send
3.11. Mailgun
• Feature/Setting: Automated Email API – automate trigger-based payment link email letters.
• Sample: POST /v3/{domain}/messages
3.12. WhatsApp Business API
• Feature/Setting: Automated WhatsApp Message – automates direct e-payment link messaging.
• Sample: POST /v1/messages
3.13. Zoho Books
• Feature/Setting: Automate Invoice and Payment Link generation plus automated email.
• Sample: POST /invoices, POST /invoices/email
3.14. FreshBooks
• Feature/Setting: Automated Invoice Email with Payment Link.
• Sample: POST /accounting/account/{accountId}/invoices/invoices
3.15. Salesforce
• Feature/Setting: Flow Automation – triggers e-payment link generation via Billing or custom object, automate email/SMS.
• Sample: Use Flow Builder to POST to payment provider API and trigger alert.
3.16. HubSpot
• Feature/Setting: Workflow Automation – automated payment link emails on deal close or ticket update.
• Sample: Configure workflow action to POST email API.
3.17. Invoice Ninja
• Feature/Setting: Automated Invoice and Payment Link with webhook-driven email/SMS.
• Sample: POST /api/v1/invoices, POST /api/v1/email_invoice
3.18. Wave
• Feature/Setting: Automated invoice with payment link, auto-email dispatch.
• Sample: POST /businesses/{businessId}/invoices
3.19. ClickSend
• Feature/Setting: Automated SMS/Email API – automates e-payment link notification across channels.
• Sample: POST /v3/sms/send
3.20. Intercom
• Feature/Setting: Automated Message API – sends e-payment links via chat or email to clients.
• Sample: POST /messages
3.21. Zapier Webhooks
• Feature/Setting: Triggers any online payment provider and automates dispatch workflows via Webhooks app.
• Sample: Webhooks by Zapier POST/GET method to payment provider and messenger.

Benefits

4.1. Automates time-intensive billing and payment processes for mental health services.
4.2. Automator enables error-free, trackable dispatch of payment links across SMS, email, and chat.
4.3. Automatedly maximizes billing cycle speed and digital payment compliance.
4.4. Reduces missed payments with automated reminders and fallback notifications.
4.5. Automatable integration supports HIPAA-/GDPR-compliant handling of sensitive payment data during automation.
4.6. Elevates client satisfaction via automated, frictionless payment experiences.
4.7. Supports fully automating account reconciliation and payment confirmation tasks.
4.8. Automating enables scalability as client volume grows without increasing back-office staff.
4.9. Robust automation improves overall cash flow reliability and financial health for practices.