Sending payment links

In this article, you'll learn how to send a customer a payment link from a job. It's the easy way to get paid when the customer isn't standing in front of you, or would rather pay later from their own phone. The link opens their invoice in your customer portal, and they pay it there.

Opening Collect payment on your phone

In both the phone app and the CRM website on a phone, the payment link lives on the job's Collect payment page.

To open Collect payment:

1. Open the job.
2. Go to the Finance tab.
3. Tap the + next to Payments, or tap Add payment.

The page shows Amount due in large type, with the job's total next to it.

Choosing how much to collect

To take less than the full amount, tap Edit, type the figure under Amount to collect, and tap Save. A smaller amount only applies to cash, check and the other methods you record by hand. A payment link always asks for everything still owed on the invoice.

Sending the link from the phone app

1. On Collect payment, tap Send payment link. It sits under Tap to Pay and Type card manually. If the job doesn't have an invoice yet, the CRM creates one. If it already has an open invoice, it uses that.
2. The Send invoice screen opens. Pick Via email or Via SMS at the top.
3. Check who it's going to in To, or in Send to (phone number) for a text. You can add up to five more people in Cc or Also text.
4. Check the message. It's filled in from your template, and anything you change here only applies to this send. A "View Document" link to the customer's portal is added after it.
5. Leave Credit card switched on under Let client pay with: so they can pay by card.
6. Tap Send. Tap Preview first if you want to see the invoice they'll get.

Sending the link from the CRM on a phone browser

1. On Collect payment, tap Send payment link. It's the first button on the page, unless the customer has a card on file.
2. The Send payment link page shows the invoice number, the customer, their address, Amount due: and Due:. If the job had no open invoice, one is created when the page opens.
3. Under Send by, pick Text or Email.
4. Check the number or address under Send to.
5. Tap Send by text or Send by email.

Waiting for the payment

After the link goes out, the page says Listening for payment… and tells you whether the link was texted or emailed. You can leave it open. When the customer pays, it changes to Paid and says the invoice is settled. Tap Done. If they only pay part of it, you'll see Partly paid and how much has come in so far.

Don't want to wait? Tap Stop waiting. The payment still lands on the job and the invoice whenever the customer pays.

Sending the link from a computer

On a computer, the payment link goes out as the invoice itself, from the Collect payment panel.

To open Collect payment:

1. Open the job and click Create Invoice. If the job already has an invoice, the button says View Invoice.
2. Or open the invoice and click Collect payment. It's greyed out once nothing's owed.

The panel shows the invoice number, the total, and Listening for payment… under them.

1. Under Remote — send the invoice, click Send invoice.
2. Pick Via email or Via SMS, then check To (or Send to (phone number)). Add anyone else in Cc or Also text.
3. Check the message. Keep Credit card ticked under Let client pay with: if you want them to be able to pay by card.
4. Click Send email or Send text.

After it's sent, the panel adds a line for each send, and the button changes to Send invoice again. Once the customer pays, the panel shows PAID ✓. Click Done — refresh job to see the payment on the job.

What your customer gets

The customer gets your text or email with a link that opens their invoice in your customer portal, so they don't have to go looking for it. They pay there, and the payment is recorded on both the invoice and the job.

Related articles

• Collecting payments on the phone app
• How to charge credit cards
• Turning off card payments on an invoice or estimate
• How to create and send invoices
• What your customers see when you send an invoice