Create a Payment Request

Create payment requests for deposits, progress payments, and remaining balances on invoices.

Payment requests in PaintScout let you request deposits, progress payments, or full balances on a single invoice. Use a deposit to collect a partial payment before work starts. Your customer receives an email with a link to pay online.

What are payment requests?

A payment request is a notification sent to your customer asking for a specific payment amount. You can send multiple requests on one invoice to collect deposits and progress payments throughout a project.

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How to create a payment request

1. Create an invoice, scroll to the Payments section, and click Add/Request Payment.

   
2. Choose Request Payment.

   
3. On the Configure Payment dialog, you’ll find two options for your payment request:

• Full Amount: Choose this option to request the total amount listed on the invoice. Ideal for collecting the full remaining balance in one go.

• 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.

1. Add an optional Client Note to your payment request. Your customer sees this message.

2. You can choose whether to allow credit card or ACH payments in the payment settings for this invoice.

3. When your payment request is ready, click Next to draft the email, then click Send Payment Request to send it by email or text.

   
4. Your customer sees the request at the top of their invoice.

1. Sent requests appear in the Payments section with a Requested status.

Related articles

Delete a Payment Request

How to remove a payment request from an invoice while keeping the invoice accessible