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How to create and send a Payment Request

You can create and send a Payment Request directly from your CardUp dashboard in a few simple steps.

🎥 Video guide

Watch how to create a Payment Request here:

📌 Step-by-step guide


Step 1: Go to Payment Requests

  • Log in to your CardUp account and navigate to Collect → Payment Requests
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Step 2: Create a new request

  • Click + Create Request to start a new payment request.

  • Select either + Single Request or + Multiple Request
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    B2B_Collect_User___PR.png


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Step 3: Set payment details

  • Fill in the required information:

    • Customer details

    • Payment amount and invoice number

    • Payment type: one-off or recurring

    • Payment methods (e.g. card or PayNow)

    • Who pays the processing fee (customisable by payment method)
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    You can also configure:
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    ​Payout speed

  • Standard payout: 3 business days (no additional fee)

  • Next business day payout: additional 0.3% fee
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    Payment reminders

  • Automated reminders will be sent to your customer

  • Enabled by default for recurring payments
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    Screenshot_2022-08-29_at_10.12.06_AM.png

  • If you select a recurring payment:

    • Set payment frequency

    • Review the full payment schedule before confirming
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      Screenshot_2022-08-29_at_10.17.25_AM.png

Step 4: Send the request

  • Share your Payment Request via:

    • Email

    • Whatsapp

    • Or a direct URL link
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      Collect___PRCreated.png

Step 6: Customer completes payment

  • Your customer will receive a secure payment page to complete the payment.
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    PR_Checkout.png

Step 7: Track payments

  • Monitor payment: Once the payment has been made by your customer, you can check that the Payment Request will move from 'Pending' to 'Paid', along with the payment amount and payout date.
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