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Payment Requests Overview

Overview

  • Payment Requests let you request and track 1-to-1 customised payments from your customers. Each request is created for a specific customer and amount, helping you collect payments efficiently and track them in one place.

Key features

šŸ’³ Customised payment collection

  • Create individual Payment Requests tailored to each customer’s invoice, quote, or agreed amount.

ā° Payment reminders

  • Enable automated reminders to help you get paid on time, without manual follow-ups.

šŸ“„ Bulk create up to 100 requests

  • Upload a CSV file to create up to 100 Payment Requests at once using + Create Request.

šŸ“Š Track all requests in one place

  • View and manage all payment activity from your dashboard, including:

    • Sent requests

    • Pending payments

    • Completed payments

Common use cases

  • Payment Requests are ideal for:

    • One-off or ad-hoc payments

    • Deposits and upfront charges

    • Project milestones

    • Custom customer billing

Get started

  • Go to: Collect > Payment Requests > + Create Request

  • Create a single request or upload multiple requests in bulk.

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