Send a Payment Request

If payment is not handled upfront through the contract approval process, you will need to send a request for payment after creating an invoice.

To send a request for payment, you need to:

  1. Login to the application and locate the request using the search tools
  2. In the search results, select either the request number at the left of the entry or the "View" button at the right

    Search result with request number and view button highlighted

The request will open for review. In the "Requests" menu, select the “Invoices” button.

The request menu with invoices highlighted

Then, select the “Send Invoice Email” button to the right of the invoice.

The invoice list with the send invoice email button highlighted

Choose an invoice option and send the invoice

You will move to the "Send Invoice to Client" screen. Select one of the three options available. 

Customize the email if required. The templates are shared and can be updated in the "Configuration" tab under "Emails". Select "Send" to complete the process.

This option will send out a customizable email that includes a link to a credit card payment gateway.

This option creates a customizable email that includes a copy of the invoice and information on where a cheque can be mailed.

This option sends out an email similar to the first two selections but the message informs the client that no further action is required. This acts as a receipt if payment was made upfront via credit card.