To request payment directly from a contact’s record, follow the steps below:
Step 1: Once in the contact’s record, select which destination you would like to request payment for. To do this, click on the dropdown menu for ‘Select which form you would like to view/edit’ and select the relevant destination.
Step 2: When the destination you wish to request payment for is selected, hover over ‘Actions’ and click on ‘Request payment’.
Step 3: A pop-up will then appear asking when you would like to schedule your payment for. You can select:
- Schedule payment request(s) now
- Schedule payment request(s) later
- No payment request(s) required
When you have decided which option is most appropriate, click the circle next to the option on the left-hand side and then click ‘Next’.
Once you have followed the above steps you will have successfully requested payment from within a contact’s record.