Payment Request
A Payment Request is used to request payment from a Customer for a Sales Order or Invoice.
Last updated
A Payment Request is used to request payment from a Customer for a Sales Order or Invoice.
Last updated
Payment Request is sent via email and will contain a link to a Payment Gateway if set up. You can create a payment request via a Sales Order or a Sales Invoice. A Payment Request can also be set up against a Purchase Order or a Purchase Invoice for internal records. Then, payments can be processed in bulk using a .
To access Payment Request go to:
Home > Accounting > Accounts Receivable > Payment Request
Before creating and using Payment Request, it is advisable to create the following first:
A Payment Request cannot be created manually, it is created from a Sales/Purchase Order or Invoice.
In a Sales Order, click on Create and then click on Payment to make an advance payment. To know more about advance payment, visit the page.
In a Sales Invoice, click on Create and then click on Payment to make payment against the invoice.
Select appropriate Payment Gateway Account on Payment Request for accounts posting. Account head specified on payment gateway will be considered to create a Journal Entry.
Note: Invoice/Order currency and 'Payment Gateway Account' currency should be the same.
In case you don't want to use any integration or payment gateway and only want to send a notification, simply set the Bank Account. You'll have to compose the message accordingly with bank details. The party can then transfer the amount to the mentioned bank account.
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You can notify customer from Payment Request using . If the customer contact email is set, it will be fetched automatically. If not so you can set an email address in Payment Request.
Here is an example request email. The URL is generated automatically if you've set up the respective payment integration. To know more about integrations, .
