How to Use Payment Requests
The Payment Request feature allows users to send a payment request to a client. Follow these steps to send a Payment Request:
Create a Payment Request:
Log in to your myPOS account and click on the Payment Requests menu.
Fill in the required details:
- Doing Business As (DBA): Name displayed in the payment request.
- Client Name: Use Latin letters only.
- Amount and Currency: Specify the amount and choose the currency (EUR, USD, GBP, etc.).
- Reason for Payment: Include a reference for the customer.
- Expiry Date: Default is 30 days, adjustable from 1 to 120 days.
- Language: Choose from languages such as English, Italian, French, etc.
- Booking Text: Internal reference, not visible to the customer.
- Notification: Option to be notified when the request is paid (charges apply for SMS notifications).
- Recipient's Contact: Enter email address or mobile phone number.
Send the Payment Request:
- Review the payment request details.
- Send the request via SMS, email, or a messaging app.
- The customer will receive a link to complete the payment on a secure checkout page.
- Track and Manage Requests:
- Use the Processed Transactions tab to view the status of all payment requests.
- Statuses include Paid, Pending, Seen, Payment Failed, Cancelled, and Expired.
- You can send reminders, cancel requests, or copy the payment link.
Reporting and Exporting:
- Detailed reporting and tracking features are available.
- Export the data in Excel or PDF format.