Text a Payment Request to Your Clients
Send a payment link direct to your clients and quickly and conveniently collect payments on pending payment requests and invoices! Payment link SMS does not count against your monthly SMS allotment, so you can send as many of them as you would like.
Important: In order to accept online payments, make sure you have a payment processor connected, and that you have Online Payments enabled in your payment settings.
- Navigate to the open payment request (You can easily find all open payment for a client in their client card > Payments tab).
- Click the Take Payment button.
- Select the SMS option. You can edit the phone number if you would like to send it to a different phone number. Click the Update number for SMS notifications checkbox which appears to save the new phone number to the client card.
- Click Send.
Your client will receive a payment link via SMS. Below is an example of the message as it appears on the client side:
You can also see the record of when payment links were sent to the client in the Client conversation tab of the client card:
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