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Requesting Payment
Requesting Payment
- Siraya Bell
Owned by Siraya Bell
Contract status must be pending
1. Within the Payments button, you have 2 options.
i. Submit Payment Now will allow you to take a Credit Card payment in person or over the phone.
ii. Request Payment Via Email to send the link directly to the customer
2. Highlighted areas will auto populate
2. Click Send Email. You will see a pop up showing that the email was sent and will receive a BBC of the request.
3. Once your customer has paid the payment request, you will receive an email notification.
4. Accounting will receive an email with the payment information to process.
