For Training

Do staff need to learn anything new?

No. The Generate Online Link flow — on an invoice, an appointment, a diagnostic fee collection, or new patient registration — works exactly as it did before. There's no new field, button, or step to teach.

What's worth reinforcing anyway

Since this fix touches the online-payment flow, it's a good moment to remind trainees of what was already true and now works more reliably:

1. Patients don't need an email to pay online. Phone number alone is

enough. The "Email" field on the Generate Online Link form is optional — it's fine to leave it blank.

1. Where the button lives: open the relevant invoice (**Finances >

Invoices > click an invoice), and look for Generate Online Link** near the top of the invoice detail page, alongside Sign / E-Invoices / Add to Claim.

1. Where to check status: every invoice has an Online Payments tab

listing every link generated for it, with its current status (created, pending, paid, failed, refunded).

1. Which provider matters: this specific fix is about Paymob. If a

clinic uses Geidea, Fawry, or Stripe instead, this change doesn't affect their day-to-day flow at all — training content for those providers is unchanged.

Step-by-step (unchanged from before this PR)

1. Open the invoice, appointment, or patient record you want to collect

payment for.

1. Click Generate Online Link.
2. Confirm the amount, pick the payment provider, and fill in a phone

number or email (or both — only one is required).

1. Submit. The link appears, ready to share with the patient (WhatsApp, SMS,

however the clinic normally sends it).

1. Track its status on the invoice's Online Payments tab.

There is no step 3a for "make sure you enter an email" — that has never been necessary, and this fix makes sure skipping it doesn't cause silent failures on Paymob specifically.