Payment Request Link for a Job Deposit
From the Job > Click Transfer > Select Primary Customer or Secondary Customer and click the deposit button.
Enter the amount you wish to request for a deposit in the Payment Amount Field (1)
Enter the deposit amount in the Deposit field (2) and use the down arrow to Add (3)
You will see the deposit amount listed with the Job # (4)
Click the Payments Flex button
Select Request Payment (1)
Click Create Payment Link (2) to copy the payment request link to your clipboard. Click Send Email (3) to email the payment request link using the Email Integration Add On.
When the payment link is opened, the customer will be able to enter their card details and submit payment:
Sending Payments Request for One Invoice
From Customer Payments, select the Account you wish to collect payment from (1). You can:
use the green check box to pull over the entire amount on an invoice (2)
enter the specific amount you wish to take payment for on a specific invoice by entering that value in the “Amount Applied” field (3)
Add an amount directly in the payment amount field to take a payment that is not applied to a specific invoice (4)
Click the Payments Flex button to process a payment for the desired amount (5)
Select Request Payment (1)
Click Create Payment Link (2) to copy the payment request link to your clipboard. Click Send Email (3) to email the payment request link using the Email Integration Add On.
When the payment link is opened, the customer will be able to enter their card details and submit payment:
Training Video: Sending Payments Request for One Invoice