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Request card payment

Created on  | Last modified on 

Summary

The Request Card Payment option generates a payment link that you can paste into an email, making it easy for customers to pay online. Use this option to request a payment from a customer without first creating an invoice or order.

Resolution

To activate Request card payment

If you already have an Opayo account, to accept debit, or credit card payments you must enter your Opayo credentials in Settings > Company Preferences.

Need to sign up for Invoice Payments? To sign up for the service, click the required link below:

To request a card payment
  1. Simply click the Request card payment option:

    Image



  2. Enter the amount you want to request from your customer > Generate Link.

    The system copies a link to your clipboard, which you can paste into an email.

The Request Card Payment option is available in several areas of the software:

  • Customers
  • Customers > Activity
  • Customer record > Activity
  • Customer > Communication > Add Entry
  • Customer > Aged Debt > Detailed
To activate Request card payment

If you already have an Opayo account, to accept debit, or credit card payments you must enter your Opayo credentials in Settings > Company Preferences.

Need to sign up for Invoice Payments? To sign up for the service, click the required link below:

To request a card payment
  1. Simply click the Request card payment option:

    Image

  2. Enter the amount you want to request from your customer > Generate Link.

    The system copies a link to your clipboard, which you can paste into an email.

The Request Card Payment option is available in several areas of the software:

  • Customers
  • Customers > Activity
  • Customer record > Activity
  • Customer > Communication > Add Entry
  • Customer > Aged Debt > Detailed

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