Choosing Sunbit at Checkout from the App
At checkout, Sunbit appears as a payment option with an "as low as" monthly payment estimate based on the invoice total
⚠️ If Sunbit says "Unavailable", this means it has not been enabled from the Settings on the web. The Main Admin can enable Sunbit by going to Settings > POS Settings > Sunbit
2. When selected, a modal appears to send checkout links via email and SMS. Please confirm the phone number for the patient is correct here, as this ties directly to the patient's number associated with their profile in AR.
If needed, you can change the phone number in the text box. This will not change the number on the patient's profile, so be sure to edit and update the phone number for them there as well if needed, following the transaction!
3. After clicking Continue, the patient will be able to confirm and apply a tip if applicable.
4. Then, the Patient will receive and will need to follow the link to complete their application (the link expires after 60 minutes)
Upon approval, patient selects their preferred payment plan
Your practice receives payment within ~72 business hours
5. After the link has been sent to the patient, you will see the status of the invoice shown as Pending Payment. This will show until the patient has successfully chosen their payment terms through Sunbit's link, and confirmed the transaction on their end.
Keep in mind, the link expires after 60 minutes and the invoice will become drafted again to resubmit and capture payment.
If you click on the Pending Payment button at any time during this 60 minute waiting period, you will see a popup asking if you would like to cancel the payment and start fresh.
This is helpful if the patient ends up choosing to pay with a different method, or if you need to refresh the invoice to adjust the total, tip, etc.
Choosing Sunbit at Checkout from the Web
When checking out from the Web, you will see Sunbit as a Payment Option as well.
You can hover over the Sunbit method for more information regarding selecting Sunbit as the payment of choice, as well as what the payment information will be.
Keep in mind, the "as low as" portion shown with the dollar amount is based on the invoice total for the patient.
2. You will need to either enter patient's phone number and email address, or confirm the phone number and email address on file, in order to proceed. When all info is provided, click Continue.
3. From there, if a tip is applicable to the practice and provider, the patient can apply a tip amount
When ready, click Apply to proceed.
4. The patient will receive a text message and email with the link to click and proceed with the application, payment terms and finalizing payment through Sunbit.
5. Following the link sending to the patient for them to finish the rest of the payment from their end with Sunbit, you will see in AR, the confirmation of a Checkout Session being created in the bottom left hand corner of the screen.
6. In the invoice itself, you will also see in the bottom right hand corner of the invoice, the button showcasing that the payment is pending.
If you need to cancel the payment or if the patient wishes to pay using a different payment method, you can click "Cancel Pending Payment" to start over.
The link will expire after 60 minutes before sending the invoice back to draft where you will need to start over and have the patient pay using a different payment, or follow the above steps again.
