Create and manage Payment requests

A Payment request lets you collect a one-off payment without building a full Proposal. You create it in a Payment workspace, share it with a Recipient, and track it through the payment stages.

Create a Payment Request

1. In the Business Portal, go to Menu → Workspaces and open a Payment workspace.
2. Click Create payment.
3. Enter the payment title and payment details.
4. Add the Recipient phone or email. At least one is required.
5. Open Advanced if you want to add first name, last name, company, or address.
6. Add the amount and any optional settings like Add-ons, Discount, Tax, Tip, Payment methods, Currency, or Background image.
7. Add Custom agreement terms if needed.
8. Click Send.

If the request is in OVERDUE or SHARED, the button changes to Resend.

!Open Payment workspace

What the Recipient Sees

A Payment request opens in the Client Portal as a lightweight payment flow.

• No Presentation slides
• No hero banner
• No login requirement
• Optional Add-ons and Tip before payment
• A mandatory payment step

On desktop, the summary stays visible on the right. On mobile, the summary is sticky at the top.

!Create payment request

Payment Stages

A Payment request can move through these stages:

• Draft
• Pending
• Overdue
• Failed
• Received
• Canceled
• Archived

Stage rules:

• Draft can move to Canceled or Archived.
• Pending can move to Canceled or Archived.
• Overdue can move to Canceled or Archived.
• Failed can move to Canceled or Archived.
• Received can move to Archived.
• Canceled can move to Archived.
• Archived is final.

A shared request moves from Draft to Pending automatically. A successful payment moves it to Received.

!Payment board

Settings and Limits

Add-ons

• You can keep up to 4 active Add-ons.
• Add-on name max length: 75 characters in the workspace, 115 in the Client Portal.
• Add-on description max length: 250 characters.
• The offer group name is Popular upgrades.

Tip

• Tip selection is mandatory if Tip is enabled.
• The recipient must choose a tip option, including No tip.
• If a tip is selected, the CTA changes to confirm tip.
• If no tip is selected, the CTA is confirm.

Terms and payment display

• If Terms & Conditions are uploaded, the Recipient must accept them before paying.
• The checkbox label is I accept the terms and conditions.
• If they try to pay without accepting, they see: Please accept the terms and conditions to proceed.
• If no decimals exist, the amount displays without .00.

!Payment details

Share and Tracking

You can share a request only when the payment details are valid.

If you try to share before completing the details, Proposaly shows: Please complete the payment details before sharing.

Right-click sharing is not available for Payment requests.

After a successful payment, the Recipient sees:

• Share
• View other offerings

The Share button opens the device share sheet and sends a sharable screenshot of the payment confirmation.

!Send payment request

Common questions

Why can’t I send the Payment request?

Make sure the required payment details are complete, including a Recipient phone or email.

Why does the Recipient see an error at checkout?

If Terms & Conditions are shown, they must check I accept the terms and conditions before paying.

Can I use a Payment request for a full Proposal?

No. Payment requests are for fast, one-off payment collection.