Send a Payment Request to an Individual
This article will explain how to send a payment request to an individual. Click this link if you are sending a payment request for a product with limited spaces.
Send a request from an individual's profile.
Enter their surname in the search field at the dashboard's top right.
Click their surname, highlighted in pink, to open their profile.
Click on Payment Request button
The intended recipient’s name will populate automatically. You can ignore Group and Product which is greyed out.
Select the product for which you are looking for payment. You can type prompts to the product field to narrow your search.
Now that you have selected the product, you can change the amount if you are reducing the price for this person. You can also change the payment's due date and select the recipient's name.
Then click the pink Add button
You can select additional products to add to the request.
You will see a summary of the products you have already added.
You can leave an internal note for your records
You can send by email / SMS and email / or send later
Click the pink Create and Send button. You will be asked to Confirm and Proceed
Once sent, the screen will change to the All Payment Requests report where you can see the status of the request.
