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Text-to-pay (with Worldpay) - Setup

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Text-to-pay is available to Worldpay customers. This function will allow clinics to have the option to send an invoice via SMS or email to customers to pay outstanding invoices.

 

Setup SMS

  • For practices using Rapport or Message Medial for SMS integration, you will need to confirm 'Enable SMS Integration' is enabled and saved.
    • Employees must have business owner or manager role to be able to select this option
  • To setup SMS
    • Go to Menu > Settings > Client Engagement > SMS Setup.
      • Currently we work with Message Media or Rapport services. Covetrus recommends using Rapport for the SMS integration. 
      • If your practice wants to send an invoice using SMS, and does not have an SMS solution, they will need to be enrolled with Covetrus SMS.  Please contact Pulse support to enable this feature.
        • Go to Menu > Settings > Practice Setup > General > Integration Settings.
        • Enable Covetrus SMS"  will need to be enabled 
        • "Enable SMS Integration" needs to be disabled (unselected)
        • Save the settings

 

Enable Text-to-Pay

  • From the left navigation Menu, click on Settings > Billing > Payments.
  • Scroll down to Payments Accepted.
  • Enable Use WorldPay Integrated Systems then click Save.

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  • Scroll down to WorldPay Integrated Payments Settings.
  • Select Allow sending payments to client’s device.

WP_Integrated_Payments_Settings.png

  • If the merchant ID and Password are blank, please continue to the next step.
  • To complete the setup, you will need a text-to-pay merchant ID and password. Please email the Covetrus Payment team at  covetrus.payments@covetrus.com to obtain your Text-to-Pay merchant ID and Password.
  • The Covetrus Payment team will supply you with a Merchant ID and password to allow you to complete the setup and enable the feature to send invoices to client’s devices.
  • Trying to save the settings without keying in the credentials displays the error as below.
    • If the practice is set up only for eCommerce with WorldPay, the eCommerce Merchant ID and password must be entered above in the main WorldPay Integration setting in addition to PetPortalMerchantID.

mceclip1.png

  • For practices using Rapport or Message Medial for SMS integration, you will need to confirm 'Enable SMS Integration' is enabled and saved.
    • Employees must have business owner or manager role to be able to select this option

Integration_Settings-Enable_SMS.png

  • To setup SMS
    • Go to Menu > Settings > Client Engagement > SMS Setup.
      • Currently we work with Message Media or Rapport services. Covetrus recommends using Rapport for the SMS integration. 

SMS_Setup.png

  • If the practice wants to send an invoice using SMS, and does not have an SMS solution, they will need to be enrolled with Covetrus SMS.  Please contact Pulse support to enable this feature.
    • Go to Menu > Settings > Practice Setup > General > Integration Settings.
    • Enable Covetrus SMS"  will need to be enabled 
    • "Enable SMS Integration" needs to be disabled (unselected)
    • Save the settings

 

How to Disable Text-to-pay

  • From the Menu, click on Settings > Billing > Payments.
  • Scroll down to WorldPay Integrated Payments Settings.
  • Uncheck Allow sending payments to client’s device then click Save.

Additional Info

**For support on setting up Text-to-pay or for questions on pricing and payment transactions, please contact the Covetrus Payment team at covetrus.payments@covetrus.com

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