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Send payment requests to your clients

You can send a payment request to a specific contact via email or URL. This payment request can only be used once, and you can send reminders if the client hasn't completed the payment yet. Once the payment is made, the link is automatically deactivated and the transaction is visible from the Transactions dashboard.

Good to know

On the Payment requests dashboard, you can search for a specific payment reason and filter your requests by status.

➕ Create and send a request

Step 1: Create a payment request

To send a payment request:

  1. Go to Payments > Payment requests.
  2. Click Create request.
  3. Enter the Amount to be paid.
  4. Enter the name or email of the client to which you want to send the request:
    • If they are already in your contacts: Select the client from the dropdown list.
    • If they are not in your contacts yet:
      Click Create a new contact and enter their email address in the field below.
  5. Enter a Request reason that will be visible on the payment page.
  6. Optional: Click to select a file to attach. The file should be in PDF, JPG, or PNG format and under 4MB.
  7. Click Create payment request.
payments_new-request_EN-US.png

Step 2: Share the payment request

Once you've created your payment request, you will be prompted to send it. You can either copy the payment request URL or send an email directly.

  1. Click Copy next to the URL.
    You can then paste this URL and share it with your customer, for example, by SMS, WhatsApp, or email.
  2. Leave the default message or type your own.
  3. Click Send by email to send the request.
payments_share-request_EN-US.png

⏰ Send a reminder

Once you've sent the payment request, you may want to send a reminder if your client still hasn't made the payment.

  1. Go to Payments > Payment requests.
  2. Click a request reason to open its details.
  3. Click Send reminder.
    payments_send-reminder-request_EN-US.png

You can send as many reminders as necessary to your contact until the payment is made.

🗑️ Delete a payment request

To delete a payment request:

  1. Go to Payments > Payment requests.
  2. Click a request reason to open its details.
  3. Click Delete.
    payments_delete-request_EN-US.png
  4. Click Yes, delete payment request to confirm.

The request will disappear from the list, and you won't be able to receive payments for it anymore.

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

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