Payment Requests

Create and manage payment requests for deposits and progress payments.

Payment requests let you ask for deposits, progress payments, or the remaining balance on an invoice. Send requests by email or text, let customers pay online when enabled, and track each request from Requested to Successful.

In This Section

• Create a Payment Request — Send deposit, progress, or full-balance requests and choose payment settings for that invoice
• Request a Deposit — Request a deposit by dollar amount or percentage and show it on the customer invoice
• Mark a Payment Request as Successful — Mark a request as successful for cash, check, or other offline payments
• Delete a Payment Request — Remove the request and customer payment banner while keeping the invoice available