Requesting Payments

How do I send a payment request to a Customer?
You must connect your QuickBooks Online (QBO) account and complete the verification process to request payments from customers.  Skip steps 1 and 2 if y...
Mon, 24 Jul, 2023 at 1:52 AM
What does my customer see when I send them a payment request?
When you select an invoice and click Request Payment, you’ll see a preview of the email and payment link that your customer will receive.  Your customer can...
Wed, 15 Mar, 2023 at 8:29 AM
Can I edit an invoice after requesting payment?
No, it only leads to heartbreak and messy bookkeeping. We recommend deleting the invoice and creating a new one in Get Paid to keep your Fincent and QuickBo...
Wed, 15 Mar, 2023 at 8:29 AM
Can I delete an invoice after requesting payment?
Yes. While you cannot delete invoices that have been paid or are in process, you can delete an invoice if your customer hasn’t initiated payment.  We re...
Wed, 15 Mar, 2023 at 8:30 AM
Can I delete an invoice when a payment is In Process?
No. In Process means that your customer has made the payment and the money is on its way to you, so you won’t be able to delete the invoice in Get Paid.   ...
Wed, 15 Mar, 2023 at 8:30 AM
Can I resend a payment request?
Yes, you can resend a payment request to your customer.  Go to the Requested tab in Get Paid. Select the invoice you’d like to resend. Click the...
Wed, 15 Mar, 2023 at 8:30 AM
Can I change my payout account after requesting the payment?
Yes, you can. There are just two things to know before you change your payout account. Only bank accounts connected through Plaid can be selected as y...
Wed, 15 Mar, 2023 at 8:31 AM