Batch payments: hundreds of pay links from one spreadsheet

Month end, a backlog after a system change, a recall campaign: sometimes the practice needs to ask a lot of patients for money at once. Batch payments turns a spreadsheet into pay links without anyone typing them one by one.

The file

• Columns: name, email, amount, reference, description
• A header row is optional; columns are matched by name, so the order does not matter
• Name and reference are needed on every row, the same rule as a single pay link
• One row per invoice, with the amount written as it appears on the invoice

What happens on upload

• Medipay validates every row and shows a preview before anything is created
• Rows with problems are flagged so you can fix the file rather than send half a batch
• Each good row becomes a pay link
• A results file lists every link, ready to mail-merge into your own letters or emails

After the batch

The links behave like any other pay link: the patient's name and reference are on the page, reminders follow your workspace settings, and each payment lands in Payments and your accounting integration with the reference intact. Reconciliation matches by reference and amount, so a batch built from invoice numbers reconciles itself.

Tips

• Use the invoice number as the reference; it is what matching keys on
• Keep the description short; it appears on the payment page
• Send a test batch of two or three rows to your own addresses first

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