How to Utilize Text 2 Pay for Seamless Payment Collection

Follow this guide to effortlessly begin using Text 2 Pay for collecting payments.

Ensure Stripe is Connected

Before you can start receiving payments via Text 2 Pay, confirm that your Stripe account is linked. Navigate to the Payments section, then head over to Integrations to complete the setup.

How to Use Text 2 Pay – Accessing Contacts and Conversation Tabs

Begin by visiting your Contacts tab. Select the specific contact for whom you wish to send a payment link.

Choose Your Communication Method: SMS or Email

Decide whether to send the payment link via SMS or Email. In this example, we will use SMS.

Requesting a Payment

Next, click on the "Request Payment" icon to initiate the payment request.

Input the Item Name

In the pop-up that appears, type in the name of the product or service for which you're requesting payment.

Set the Price

Enter the price of the item or service you're billing for.

(Optional) Add Additional Items

You have the option to include multiple items in the same payment link. The system will automatically calculate and display the total amount due. Your contact will see a breakdown of all items included in the invoice.

Set an Invoice Due Date

Select a due date for the payment.

Explore Additional Options

Click on Additional Options and ensure the "Live" toggle is enabled.

Save and Copy the Link

After you've made all the necessary adjustments, copy the payment link and mark it as sent.

Customize Your Message

You can now edit the accompanying message before sending out the payment link.

Sending via Email

If you prefer to send the payment link through email, simply follow the same steps outlined above. Just make sure to select Email as the communication method and customize your message accordingly.

Final Step: Send It!

Once you're satisfied with your message, click on Send to deliver the payment request.

Note: When using Text 2 Pay, an invoice is generated automatically.