A Payment Request is used to request payment from a Customer for a Sales Order or Invoice.

A Payment Request is dispatched through email and includes a link to a Payment Gateway if configured. Payment requests can be initiated from either a Sales Order or a Sales Invoice. Moreover, a Payment Request can also be established for a Purchase Order or a Purchase Invoice for internal tracking purposes. Subsequently, payments can be collectively processed using a Payment Order.

To access Payment Request, go to:

Home > Accounting > Accounts Receivable > Payment Request

1. Prerequisites

Before creating and using Payment Request, it is advisable to create the following first:

1. Sales Invoice
2. Purchase Invoice
3. Sales Order
4. Purchase Order

2. How to create a Payment Request

A Payment Request cannot be created manually, it is created from a Sales/Purchase Order or Invoice.

2.1 Creating Payment Request via Sales Order

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 Advance Payment Entry page.

2.2 Creating Payment Request via Sales Invoice

Within a Sales Invoice, navigate to “Create” and then proceed to “Payment” to initiate payment for the invoice.

Be sure to assign the relevant Payment Gateway Account on the Payment Request to enable accounts posting. The account head specified on the payment gateway will be utilized for generating a Journal Entry.

Note: Invoice/Order currency and ‘Payment Gateway Account’ currency should be the same.

2.3 Notifying the Customer

You can notify customer from Payment Request using Print Format.

2.4 Request Mail

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, visit this page.

2.5 Payment Request without using any Gateway

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.

3. Related Topics

1. Payment Entry
2. Payment Terms
3. Sales Invoice
4. Purchase Invoice