How to Create a Payment Request
In the top right corner of the Accounts Receivable module:
- Click on the Create payment request button. Clicking on this will bring you to a new page where you can generate a customised payment request.
- As you fill in the payment request fields on the left hand side of the page, the preview builds on the right side of the screen, helping you visualise the final layout. Based on the settings, users fill in the required and/or optional fields:
Optional Fields
When enabled, optional fields will appear in a dedicated “Optional Fields” section below the required fields. Simply click to add them as needed.
To see how to update and/or add fields, click here.
Receipt of Payment for Your Customer
By entering the customer’s email and enabling the Send email receipt after payment option, an email receipt will be sent to the customer automatically once the full payment has been completed.
More information can be found here.
Confirmation
- Once you've entered the required information and reviewed the details, you can proceed by clicking on Create payment request at the bottom of the screen.
Summary
Once the payment request is created you will be redirected to the Accounts Receivable main page, where a summary of the request will appear on the right side of the screen, and where you can copy and share the payment link.
In the Payment info tab, you can view additional information about the payment request, such as:
- the payment request ID,
- the creation date of the request,
- which payment methods have been activated,
- the destination account
- a link to copy the payment request
