Note: To See How to Create a Payment Request, Check Out This Article.
1. Find and Click on the "Invoices" Tab
Go to the left side of your screen, and it will be under the ‘Management’ section.
2. The Invoice List View Will Be Displayed. Search and Select the Respective Invoice
From here, using the available filters, search for the invoice that you would like to form a payment request for.
Once located, under the 'Invoice ID' column, click on the invoice number.
3. The Invoice Menu Screen Will Be Displayed
4. In the 'Payment Requests' Section, Locate the Already Created Payment Request, and Then Click on 'Send Request'
Before the payment request is sent, its status will be 'Created.'
5. A Menu Will Be Displayed, From Which You Will Be Able to Send the Payment Request
Select the delivery method.
Also, you can customize the text message or email that you're going to send.
To globally customize the templates for your payment requests, check out this article.
6. Click on "Send" to Save Any Changes and Send the Payment Request to Your Client Through the Selected Delivery Methods
7. In the 'Payment Requests' Section, the Status for the Already Sent Payment Request Will Be Updated to 'Sent'
8. In Your Customer’s Invoice View, the Payment Request Will Be Generated as Well
