Would you like to be able to collect payments without having to call customers and get their card information over the phone? This article will show you how to request payment from a customer via email. You need to be credit card integrated to have this option.
 
If you are signed up with our credit card payment feature, you can now send the customer an email and request payment. 

If the email field within the customer record is completed, the customer will receive an email with a request payment link in the body. They do not need a username or account created for the request payment option.

  
Requesting Payment

1. From the Workbench, click on the transaction in question to view it. Click the Contract tab at the top.

2. Choose Send Contract.

3. You will have a checkbox option to Request Payment or an option to Request Payment from the Request a Response drop down menu, depending if you have our e-Signature add on feature or not. Select this option, enter any email messages that you have and click Send. 

 
The customer will now receive an email with a link that will send them directly to the transaction or invoice in question. From here, they can choose to pay and enter the remaining balance due.



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