Invoices and Expenses
Features
This section of the User Guide will cover some of the more common settings and options in the Patient section of your MidexPRO system.
MXPAY
If you’d like to learn how your practice can take card payments through MidexPRO, call 0330 999 3399 or email support@midexpro.com.
Setting Up
Contact the Support Team to request MXPAY. They will email you the details needed to create an Account. Once you have all the details, we can arrange a call to set up MXPAY. After the call, you will be ready to take Payments through MidexPRO.
How to Take Payments with MXPAY
- Open the Invoice you want to take payment for.
- Go to Charges & payments and select £ Add patient payment.
- Choose the card type from the Method dropdown.
- Select MXPAY.
- Enter the card number, expiry date, CVC, and postcode.
- Click Pay.
- The invoice will update to show the payment.
Failed Payments
If a payment fails, restart the process from step 3. Common issues when taking payments are listed below.
If you see “Your payment has failed”, please check that the card number, expiry date, and CVC are entered correctly, as errors can prevent processing.
Card payments cannot be amended once submitted.
Refunds
To issue a refund, log in to your Card Provider Account and process the refund using the payment reference shown on the patient’s invoice. Refunds typically take 5–10 business days. Any refund-related questions should be directed to your Card Provider.
You shouldn’t experience any disruption to MXPAY, but if you need help, the information below may assist.
The MidexPRO Support Team can help with any MXPAY training or system-related queries. Contact us on 0330 999 3399 or support@midexpro.com.
When calling, please quote your MXP reference number and Username.
Payment Links
Payment Links work exclusively with MXPAY and generate a unique link using information from MidexPRO. This link allows Patients and Account Holders to pay invoices online 24/7, 365 days a year.
You can include the Payment Link in invoice templates or send it by email or SMS.
To locate your Payment Link, follow one of the processes below.
How to Find your Payment Link – Invoice tab
- Open the Invoices tab from the Navigation Bar.
- Under Tasks, select Payment Link (Click to copy to clipboard).
- Your Payment Link is now copied and ready to paste.
Alternatively, you can access a payment link using the steps below.
How to Find your Payment Link – Maintenance tab
- Open the Maintenance tab from the Navigation Bar.
- Under Diary, select MXPORTAL setup.
- On the right, locate Online Payments to view your Payment Link.
- Click the page icon next to the link to copy it to your clipboard.
How to Add Your Payment Link to an Invoice Template
- Open the Maintenance tab from the Navigation Bar.
- Select Document templates under Wordprocessing.
- In Proforma, filter by Invoices to view available templates.
- Click Edit on the template you want to update.
- Paste your Payment Link into the template.
- Click Save to apply the changes.
For guidance on creating an SMS Message Template, see the SMS section of the User Guide. For creating an Email Message Library Template, refer to the Email Message Library section.
How to Find an Invoice Using Payment Links
Below are common errors Patients may encounter when using Payment Links:
- Invoice Number – Must include the full invoice number with the prefix, and no leading or trailing spaces.
- Email Address – Must match the address in Email 1 (Default) and contain only the email address, with no extra text.
- Date of Birth – Must be entered in the correct format: DD/MM/YYYY, including slashes.
eBilling (Healthcode)
To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.
Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.
How to Set Up a Label
1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use
If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Xero
To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.
Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.
How to Set Up a Label
1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use
If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
CloudRx
To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.
Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.
How to Set Up a Label
1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use
If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
MXTASK
To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.
Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.
How to Set Up a Label
1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use
If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
MXDICTATE
To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.
Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.
How to Set Up a Label
1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use
If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
MXMAIL
To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.
Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.
How to Set Up a Label
1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use
If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Heidi
To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.
Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.
How to Set Up a Label
1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use
If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Voodoo SMS
To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.
Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.
How to Set Up a Label
1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use
If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
TDL
To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.
Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.
How to Set Up a Label
1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use
If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Nationwide Pathology
To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.
Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.
How to Set Up a Label
1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use
If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
One Welbeck
To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.
Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.
How to Set Up a Label
1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use
If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Whereby
To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.
Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.
How to Set Up a Label
1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use
If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
MailChimp
To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.
Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.
How to Set Up a Label
1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use
If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
MXSTOCK
To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.
Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.
How to Set Up a Label
1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use
If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Doctify
To avoid alignment issues. It is best to stick to official Avery or Dymo Labels when using MidexPRO, as these labels are configured for proper alignment. Other labels may cause misalignment due to different measurements compared to the supported official labels.
Although slightly more expensive, using the correct labels will save you time and money through reduced misprints.
How to Set Up a Label
1. Go to the “Patients” tab on the Navigation Bar
2. Then select the Patient you need labels for
3. Under the Tasks, click on “Print labels”
4. Click on the “Content” drop-down box and select “(New Custom Label)”
5. Fill out the Name for the Label
6. Click the “Tags List” to select the information you require on the label
7. Click on “Save” and your new Label is now ready for use
If you need to update the label, click the edit button next to the name box. This allows you to customise the label to remove or add more information and change the layout. Once all the changes are complete, click Save.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.