Skip to main content
All CollectionsProposals & Invoices
How to Send a Payment Request
How to Send a Payment Request

Discover how you can send a Payment Request to your clients with the step-by-step below

Alexis Calderon avatar
Written by Alexis Calderon
Updated over 6 months ago

1. Click on Send Request

Click on Send Request

2. Make sure to toggle Send Email and Send SMS

Below you will see the Templates for SMS and Email that your client will receive. This can be personalized. You can also CC any additional person to send this invoice and finally Copy Me option to send a copy to yourself.

Click on Request Payment for Invoice #131020…

3. Once you are done finally hit send so your client will be notified about this Payment Request by both Email and SMS

Click on Send

Did this answer your question?