Request Payment – Simplifying Your Collections

The Request Payment feature in IntoAEC transforms billing into a seamless experience. Instead of chasing clients for dues, you can send them a secure payment link directly via email, and they can pay instantly online. Everything syncs back to your ledger in real time — professional, quick, and stress-free.

Sending a Payment Request (Organization Side)

When you want to request payment from a client:

1. Go to Clients → Select a Client → Money Matters.

2. In the Invoice Tab, click the Action Button dropdown.

3. From the dropdown, select Request Payment.

4. A Compose Mail popup appears:

   • The client’s email ID is pre-filled.

   • You can edit the subject and body of the email to make it more personalized.

   • The secure payment link is auto-attached.

5. Click Send Email.

   • The client instantly receives the request in their inbox.

   • The system also logs that a payment request has been sent.

Think of this as sending a digital invoice + payment link in one go — no manual tracking needed.

Receiving & Paying (Client Side)

Once the client gets the request email:

1. The client checks their inbox and clicks on the Request Payment Link.

2. They are redirected to a secure Checkout Page.

3. On the checkout page, they can:

   • Review the payment details.

   • Choose an existing payment method or add a new one.

   • Update any required billing details.

4. The client clicks Proceed Payment. 

5. A Thank You for Your Payment confirmation popup appears immediately. 

This ensures that clients experience a professional, smooth, and trustworthy payment flow.

Tracking Payments (Organization Side)

Once the payment is completed by the client:

• The transaction is instantly reflected in the Ledger under Money Matters.

• A Receipt is automatically generated and attached to the record.

• You can:

  • Open the receipt directly from the ledger.

  • Download it for records or sharing.

• No need to update manually — everything syncs in real-time.