{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/84fe5b18d4304d08a9c43613cfd92c8d\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/84fe5b18d4304d08a9c43613cfd92c8d-734547578098f400.gif","duration":770.907,"title":"Customizing Smart Payments Inside Veloce","description":"How to Personalize Your Payment Messaging, Templates, and Notifications\n\nSmart Payments gives your practice the ability to send SMS and email payment links, automated reminders, and customized receipts—all powered by Veloce Solutions. This article provides a high-level overview of the customization options available within Veloce, along with a walkthrough video demonstrating each setting.\n\nIf you're new to Smart Payments, we recommend reviewing the “What Is Merchant FleX?” and “Merchant FleX Feature Walkthrough” articles first to better understand how Smart Payments connects to Innate EHR.\n\nWhat This Walkthrough Covers\nThe video included below will guide you step-by-step through the Smart Payments customization tools inside Veloce, including:\n\n1. Invoice Settings\nLearn how to configure invoice defaults such as:\n\nBusiness name and branding\n\nPayment instructions\n\nDisplayed balances\n\nRequired fields\n\nOptional messaging that appears on every invoice\n\nThese settings allow you to standardize how invoice-related payment requests appear to patients.\n\n2. Receipt Settings\nCustomize the receipts patients receive after completing an online payment, including:\n\nPractice information\n\nThank-you messaging\n\nFooter details\n\nOptional disclaimers\n\nFormatting preferences\n\nReceipt customization helps reinforce professionalism and ensures compliance with your communication style.\n\n3. Editing Templates (SMS & Email)\nSmart Payments allows you to customize the text and email messages used for:\n\nBalance requests\n\nPayment reminders\n\nOne-time payment links\n\nStatement notifications\n\nIn this section of the walkthrough video, you'll learn how to:\n\nEdit SMS templates\n\nEdit email templates\n\nInsert dynamic tags\n\nPreview messages before saving\n\nThis ensures all your payment-related communications match your brand, tone, and workflow needs.\n\n4. Notification Settings (Innate EHR Communication)\nSmart Payments uses a shared notification layer with Innate. In this section, the walkthrough will show:\n\nHow Veloce sends back payment confirmations to N8\n\nWhat events trigger notifications\n\nHow failed messages or payment issues are reported\n\nHow your team can review and resolve communication errors\n\nThis ensures your practice stays informed about payment activity and can address any issues quickly."}