How Do I Send A Statement?

Available to FlexPayments and Flex Integrated Payments (formerly FlexPay) users.

After you have set up your merchant account, you are able to send statements to your patients through Flex.

To invoice an individual patient, start by searching for the patient in question:

Next, choose the send statement icon (dollar sign):

A window opens showing the patient's Open Dental balance. Use options at the top to quickly select all amounts on the page, filter to balance only, and remove filters.

Select which services to include on the patient's invoice:

With services selected, choose 'text' or 'email' from the bottom:

Image: FlexPayments Powered by Stripe

Image: Flex Integrated Payments (formerly FlexPay)

⚠️Notes: 

• The patient must have valid mobile number and/or email address on file in Open Dental, depending on how you are sending the statement.
• This step opens your message template. You can edit it for future use or send the statement as-is.

When sent successfully, Flex presents following message:

Looking for More?

➡️To send statements to a list of patients manually, check out this guide: Bulk Statements

➡️For family statements, see this article: Patients with Balance

➡️Automatic statements are available. Use this guide to enable them today: Mass Statement Automation

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If you have questions, please contact Flex Support.

Thank you!