Payment Requests allow you to streamline your payment process by requesting multiple payments on a single invoice. With Payment Requests, you have the flexibility to receive progress and deposit payments, all while keeping your customer in the loop with just one invoice.
How to create a Payment Request
Start by creating an invoice, scroll down to the Payments section, and click Add/Request Payment.
Choose Request Payment.
On the Configure Payment screen, you'll find two options for your payment request:
a) Full Amount: Choose this option to request the total amount listed on the invoice. Ideal for collecting the full remaining balance in one go.
b) Custom: Use this option to customize your payment request. You can request a deposit or progress payment in either a dollar amount ($) or a percentage (%). If you choose a percentage, you’ll have the option to calculate it based on the total invoice amount or the remaining balance.
Add an optional note to your payment request—this message will be visible to your customer.
You can choose whether to allow Credit Card payments or ACH (currently in beta—contact us for more info) in the Payment Settings for this invoice. Just click the Payment Settings button to make any changes.
When your Payment Request is ready, click the Next button to craft an email to your customer. Click Send Payment Request to send the request via email or text.
Payment Request Status
After you've sent a request, you'll see it pop up in the Payments section with the status of Pending. When the customer makes a payment using a credit card through Stripe, it will be marked as Paid automatically. However, if your customer prefers to pay with cash, a check, or another method, you can manually mark the request as paid by following these steps:
Click the three dots located to the right of the payment request.
Choose the Mark as Paid option.
Decide whether to process a credit card payment on site or record payment through alternative methods like cash, check, electronic transfer, etc.
Once the payment is logged, the request will be marked as paid.
If you have any questions, please reach out to our support team!