You can request a payment.

This procedure requires Owner or Administrator privileges.

How to Create a Payment Request

1. Sign in as described in Accessing the Client Portal and navigate to Collect > Request Payment.

The Request Payment dialog box appears.

2. Unselect any payment methods you will not accept.

• Check Allow Payment with Fx to allow currency exchange.

3. Click Next.

   The Request Payment Fields dialog box appears.

3. Fill in the following:

• Country - The country of the payment.
• Amount - The amount of the payment.
• Currency - The currency of the payment.

Optional Fields

• Required Fields - Might appear, depending on your payment method.
• Payment Method - The name of the payment method type. (e.g. us_debit_mastercard_card).
  • Note: If you included all payment methods this will be grayed out, and will include all methods.
• Expiration Date - The deadline for the customer to complete this payment, in Unix time. Default is 2 weeks.

4. Tap Next.

The Checkout Page Created popup appears.

5. Copy the URL to the Hosted Checkout Page with the given payment methods you chose.