A major part of doing business is collecting payments from your customers. Besides invoices, you can request payments directly from a conversation using Quick Payment Links. These will allow you to request payment without creating an invoice.

Requirements #

To receive payments and use Quick Payment Links, ensure you have connected Stripe. To do so, go to the Payment Integrations section in your account, then connect the integration.

How To Use It? #

Once you have integrated your provider, go to your “Conversations” tab, then choose the contact you want to send the Payment link to.

Next, choose a channel to send the Payment link. For this example, we’re using SMS.

Click the dollar icon to Request Payment.

Once the pop-up opens, you will need to fill out a few details.

• Select the product from the drop-down menu.
• Once selected, the price will be displayed; however, you can update the price and currency by entering the amount and selecting a currency from the available options.
• Add a discount or include tax, then view the subtotal.
• The Total Amount will calculate the final amount your contact will see in the invoice.
• Choose the date by which the invoice should be paid.
• Ensure that the “Live” option is on to collect payments. Otherwise, each client will be prompted to enter test card information and may obtain access to your products without making an actual purchase.
• Once you have finished editing, click the option to copy the link and mark it as sent.

Now you are ready to send out your payment link! Edit the message that goes along with it to enhance the interaction.

After editing your message, click on “Send”.

This will help you keep customers engaged and process payments for products or services quickly and easily, ensuring your business makes revenue while maintaining convenience for customers.

Note: When using a quick payment link, an invoice is automatically generated.

Frequently Asked Questions #

What do I need before I can request payment in Conversations? #

You must connect Stripe through the Payment Integrations section of your account. Once the integration is connected, Quick Payment Links become available in your conversations.

What is a Quick Payment Link? #

A Quick Payment Link lets you request payment directly from a conversation without manually creating an invoice first. An invoice is generated automatically when the link is used.

How do I send a payment request to a contact? #

Open the contact in the Conversations tab, choose a channel such as SMS, click the dollar icon to Request Payment, fill in the product and pricing details, then copy the link, mark it as sent, and click Send.

Why should I make sure the “Live” option is on? #

If Live mode is off, clients are prompted to enter test card information and could access your products without an actual purchase. Turning Live on ensures real payments are collected.

Can I adjust the price, tax, or discount on a payment request? #

Yes. After selecting a product you can update the price and currency, add a discount or tax, and review the subtotal before the Total Amount the contact sees is calculated.

Does requesting payment create an invoice automatically? #

Yes. When you use a quick payment link, an invoice is generated automatically, so you do not need to create one separately.