Create and manage Payment requests

Short summary

Use a Payment workspace to create lightweight Payment requests and collect one-off payments without building a full Proposal.

When to use this feature

Use a Payment request when you need to:

• Send a fast payment link to a recipient.
• Collect a single payment.
• Offer optional Add-ons or Tip options.
• Track payment progress in a Payment workspace.

Step-by-step instructions

1. In the Business Portal, go to Menu → Workspaces and open a Payment workspace.

!Screenshot: Open Payment workspace

1. Click "Create payment".

1. In "Recipient details", enter the recipient phone or email. At least one is required.

1. Open "Advanced" if you need to add first name, last name, company, or address.

1. In "Payment details", enter the payment details and amount.

1. Open "Advanced" if you need to set Add-ons, Discount, Tax, Tip, Payment methods, Currency, or Background image.

1. In "Agreement setting", add Custom agreement terms if needed.

1. Click "Send". The Payment request is shared with the recipient.

1. Track the Payment request in the workspace stages, such as "DRAFT", "SHARED", "OVERDUE", "FAILED", "RECEIVED", and "CANCELED".

▶ Watch video: Manage Payment requests

Notes & limitations

• A Payment request is designed for fast payment collection, without Presentation slides.
• Phone or email is required before sharing.
• Add-ons are limited to 4 active Add-ons.
• Add-on name is limited to 75 characters.
• Add-on description is limited to 250 characters.
• The Add-ons Offer Group name is "Popular upgrades".
• If no Background image is selected, the recipient sees the default gradient.
• Right-click sharing is not available for Payment requests.
• "FAILED", "RECEIVED", "CANCELED", and "ARCHIVED" are locked stages.
• "ARCHIVED" is final and cannot be moved further.

Troubleshooting

Q: Why can’t I share the Payment request?

A: Complete the required payment details first. If you try to share from another tab before the request is valid, Proposaly shows: "Please complete the payment details before sharing."

Q: Why does the recipient see an error when confirming payment?

A: If terms and conditions are shown, the recipient must check "I accept the terms and conditions". If they do not, they see: "Please accept the terms and conditions to proceed."

Q: Why did my Payment request move to "RECEIVED"?

A: The Payment request moves to "RECEIVED" after a successful payment.

Q: Why did my Payment request move to "FAILED"?

A: The Payment request moves to "FAILED" after a failed payment.