Request payment

Created by Emily A, Modified on Tue, 31 Dec, 2024 at 10:40 PM by Emily A

        Use this option to send payment requests through email. Follow the detailed guidance provided below. 


How to use request payment?


Step 1: Select client> specific client> money matters.


Step 2: Click on "action" button and select request payment.


Step 3: Compose mail to the client and click on "send email".




As a client, How to accept the request link from the organization?


Step 1: As a client, check the inbox and click on request link button, It will redirect to the checkout page. In the checkout page, update the actions, add new payment method and click on "proceed payment".



Step 2: Pop-up for the thankyou for your payment will be displayed.




As an organization, Where to view the request payment?


Step 1: Select client> specific client> money matters.


In the ledger, receipt of the request payment will be displayed.


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