Text-to-pay
Send a payment link in a text. They tap, pay by card and get a receipt.
Send a text. Get paid.
Invoices and payment links for balances, self-pay visits and depositsagency fees and the payments your agency collects, sent by text or email and paid by card in a few taps. Every payment lands on the contact record.
Three ways to get paid
No card readers. No checks in the mail.
Invoices
Itemized invoices by text or email, with automatic reminders until they're paid.
Pay when booking
Take a deposit or fee when someone books online, so the slot is committed.
What you collect
Balances that used to wait for a statement.
What your agency bills itself.
Your billing system stays as it is. Payments handles the amounts you'd otherwise chase by phone or paper.
Most premiums are billed by the carrier. Payments covers what your agency invoices directly, following your state's rules.
- Patient balances after a visit
- Self-pay and cash-pay visits
- Deposits for procedures and treatments
- Packages and memberships
- Missed-appointment fees, per your policy
- Forms and records fees
- Agency and service fees
- Agency-billed policies
- Down payments where allowed
- Consulting or review fees
- Document and filing fees
- Event or class sign-ups
How it works
From invoice to paid, without a phone call.
Reminders stop the moment a payment comes in, and your team sees who still owes what in one list.
- Invoice sentBy text and email, in your name.
- ReminderA friendly nudge if it's still open.
- Paid by cardFrom their phone, in a few taps.
- Receipt sentAutomatically, to them and to you.
- Saved to the CRMOn the contact record and in your reports.
Safe by design
Secure for them. Simple for your staff.
Secure checkoutCards are processed by a PCI-compliant payment processor.
No cards over the phoneStaff never read out or write down card numbers.
Minimal detailsPayment texts don't include diagnoses or visit details.Payment texts don't include policy numbers.
Your money, your accountPayments go to the account you connect during setup.
Included
In Professional and Premium.
Processing fees are charged by the payment processor, separately from your plan.
Questions
About Payments.
You send a text with a secure payment link. The person taps it, pays by card on a checkout page and gets a receipt. The payment is saved on their contact record.
Yes. Keep the message short: your practice name, the amount and the link, with no diagnosis or visit details. Your billing system stays your record of what's owed.
Most premiums are billed directly by the carrier. Use Payments for what your agency invoices itself, such as agency fees or agency-billed policies, following your state's rules.
Yes. Open invoices get reminders by text or email, and reminders stop as soon as the invoice is paid.
Card processing fees are charged by the payment processor, separately from your SMBIZ plan. We'll walk you through the rates during setup.
Professional ($297 a month) and Premium ($497 a month). Neither has a long-term contract.
Free quote
Start getting paid by text.
Tell us where your business is today, whether you opened last month or run several locations, and we'll send you a clear recommendation and quote within one business day.
- The plan or custom build that fits
- Your monthly price and setup cost, in writing
- What we'll connect it to
- Your go-live timeline
- Call(281) 800-5664
- Email[email protected]
Get your free quote
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A few details
Step 2 of 2 · So your recommendation fits.
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Want it faster? Call us on (281) 800-5664.