To send a payment request to your customer by email, all you need from them is their email address.
Requesting money via payment email
Step-by-step instructions:
Click on the 'Payments' tab on the Jetpay dashboard at the top of the screen.Click '+ Payment' in the top right corner and select 'Receive'.
Select the customer's email address from the dropdown menu. Fill out the amount that you are requesting and various other payment details, then click 'Next Step'.
Note: You can customize the bank description statement to match your invoice number and add a note to your customer.
Select the account where you want the money deposited from the dropdown menu or click '+ Add New', then click 'Next Step'.
To create a payment email, select the payment delivery method as 'Email'.
Review payment details. If all details are accurate, click 'Request Payment'.
Your customer will receive a payment request via email. From there, they can accept the request and pay right away.
We will send you an email notification once the payment request has been accepted. You can also monitor your payment status in real-time on your Transactions dashboard.
Sign in to your Jetpay account.
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