v8.9 Release Notes (Release Date: July 23, 2025)

v8.9 Release Notes (Release Date: July 23, 2025)

Make Payments via Statement Link Using QR Code

Clients can now make secure online payments directly from their statements using a QR code–enabled payment link. This enhancement streamlines the payment process by allowing clients to pay digitally—eliminating the need to mail checks or make payments in person.

Statement Delivery

When you send statements to our mailing partner, they distribute them to clients either by email or postal mail. Each printed statement includes a unique QR code that clients can scan using a smartphone or tablet to initiate the payment process.

Notes
QR codes currently appear only on printed statements. QR codes on eStatements will be available in a future update.

Feature Applicability

This feature is available only to practices configured with Nexio. Clients of these practices can make payments using the QR code included on the printed statements sent by our mailing partner.

Accessing the Payment Page

After scanning the QR code, clients are redirected to a secure payment request page. To proceed, they must log in using their Account ID and Date of Birth.

Notes
For security purposes, the payment link expires after the payment is successfully completed.



Payment Options

The payment page follows the same layout as the invoice payment screen and offers the following options:
  1. Statement Balance – The total amount shown on the statement. This option is selected by default. For example, if the client has five encounters but the statement includes only the second and third, the payment will apply only to those encounters listed on the statement.
  1. Total Balance – The full balance from the client’s account ledger. The payment will be applied across all encounters, starting with the oldest and progressing to the most recent.
  1. Other Amount - Enter any custom amount. The payment will be applied to encounters listed on the statement in chronological order. For example, if the client has five encounters from January through May and the statement includes only April and May, the payment will first apply to those two months. If any balance remains, it will then be applied to encounters from January through March. If there is still an amount remaining after that, it will be saved as unapplied credit in the client’s account.

Payment Processing

Clients can pay using supported credit or debit cards. Payments are processed in real time (typically within 30 minutes) and applied directly to the client’s account.

Summary

This feature offers clients a quick, secure, and self-service way to pay their balances using a QR code printed on mailed statements. It enhances the billing experience by streamlining payments and reducing reliance on checks or in-person transactions. QR codes on eStatements will be supported in a future update.

Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com



Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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