How to Personalize Your Payment Messaging, Templates, and Notifications

Smart 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.

If 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.

What This Walkthrough Covers

The video included below will guide you step-by-step through the Smart Payments customization tools inside Veloce, including:

1. Invoice Settings

Learn how to configure invoice defaults such as:

• Business name and branding

• Payment instructions

• Displayed balances

• Required fields

• Optional messaging that appears on every invoice

These settings allow you to standardize how invoice-related payment requests appear to patients.

2. Receipt Settings

Customize the receipts patients receive after completing an online payment, including:

• Practice information

• Thank-you messaging

• Footer details

• Optional disclaimers

• Formatting preferences

Receipt customization helps reinforce professionalism and ensures compliance with your communication style.

3. Editing Templates (SMS & Email)

Smart Payments allows you to customize the text and email messages used for:

• Balance requests

• Payment reminders

• One-time payment links

• Statement notifications

In this section of the walkthrough video, you'll learn how to:

• Edit SMS templates

• Edit email templates

• Insert dynamic tags

• Preview messages before saving

This ensures all your payment-related communications match your brand, tone, and workflow needs.

4. Notification Settings (Innate EHR Communication)

Smart Payments uses a shared notification layer with Innate. In this section, the walkthrough will show:

• How Veloce sends back payment confirmations to N8

• What events trigger notifications

• How failed messages or payment issues are reported

• How your team can review and resolve communication errors

This ensures your practice stays informed about payment activity and can address any issues quickly.

Watch the Smart Payments Customization Walkthrough

This video will walk you through each settings page inside Veloce and show how your changes affect the patient payment experience.

Ready to Customize Your Payment Experience?

Visit your Veloce dashboard to adjust Smart Payments settings and fine-tune your workflows.

Learn more about Veloce Merchant Processing Services here:

Payment Processing with Veloce Solutions