This tutorial will show you how to send a client a request for payment.
Go to "Accounts".
On the menu:
- hover over Accounts, then
- click Accounts.
Search for a specific account.
- Search for an account by adding either:
- an account ID
- a surname
- a company name
- a reference
- Then click Search.
Choose the account in question
One or more accounts matching your search criteria will appear below the Account box.
Click on the one you are looking to request payment for, this will open the Account Details box.
Request the payment
On the right-hand side click on Create Paybridge Link.
Choose whether or not you would like to create a 3D Secure link.
We always recommend using the 3D Secure option.
Click Email Client.
This will open your default email application with the link already pasted inside the body copy, from where you can then email the client.
