Skip to main content

Requesting your first payment

How to send your first payment request from the SynchPay web portal

Charles Lehman avatar
Written by Charles Lehman
Updated over 7 months ago

Ready to get paid sooner?

It's simple to send your first request with SynchPay!

There should be an invitation link in your email inbox that will take you to the SynchPay web portal. Set up a password or log in with Google SSO, and you'll arrive at the dashboard.

We recommend logging in via SSO with your Workspace's Google account

See how to make a payment request in 30 seconds

Step-by-step guide

  1. Log in to SynchPay

  2. Click “Payment Requests” at the top of the screen

  3. Click “Add New”

  4. Enter the key payment request details

    1. Invoice amount

    2. Which organizational group the payment request relates to or which bank account it should be deposited in

    3. The due date of the payment request

    4. The phone number associated with the account

    5. (Optional) The email associated with the account

    6. A PDF of the invoice or receipt

The person you're requesting will then receive a text and/or email from SynchPay letting them know they have a payment request waiting in their inbox and a link to pay it. They'll also receive a push notification if they're already a SynchPay user.

Generating a QR code

If the person from whom you're requesting payment is using SynchPay for the first time (or if they're having issues receiving the notifications) you can also create a scannable QR code which will take them directly to the payment in question

  1. Hover your mouse over the request's row.

  2. Look for the little three dot menu on the very far right.

  3. Click “QR code” to display a payment request QR code.

Did this answer your question?