Set a sub-type for a Payment Request Document

Short summary

You can label a Payment Request Document as a Quote, Invoice, Deposit, Retainer, and more. The label helps recipients understand the purpose of the Payment Document without changing payment behavior.

When to use this feature

Use a Payment Request sub-type when you want to clarify what the Payment Document represents, such as:

• Quote
• Invoice
• Deposit
• Final Payment
• Milestone Payment
• Retainer
• Fee
• Other

Step-by-step instructions

1. In the Business Portal, open the payment request

1. In the Document header, select the current sub-type label, such as "payment request".

!Screenshot: Select Payment Request sub-type

1. Choose the sub-type you want to show on the Payment Document.

1. If you choose "Other", enter a custom name.

1. Open "Additional options" to manage optional Payment Document settings.

1. Use "Price adjustments" to manage Add-ons, Discount, Tax, and Tip.

1. Use "Payment options" to manage Currency and Payment processor.

1. Click "Share" when you are ready to share the Payment Document.

▶ Watch video: Share Payment Request Document

Notes & limitations

• The default sub-type is "Payment Request".
• The sub-type is a label only. It does not change payment behavior.
• The Pay button remains available for all sub-types, including "Quote".
• You can edit the sub-type at any Document stage, including after sharing.
• "Other" custom names can be up to 50 characters.
• "Additional options" loads expanded and can be collapsed.
• The sub-type is not added to the URL.

Troubleshooting

Q: I changed the sub-type to "Quote". Why is the Pay button still visible?

A: The sub-type is only a label. Payment behavior stays the same for every sub-type.

Q: Can I change the sub-type after sharing?

A: Yes. The sub-type can be edited after sharing.

Q: Why can’t I enter more text for "Other"?

A: "Other" custom names are limited to 50 characters.

Q: Where is the old "Send" button?

A: The main CTA is now called "Share".