How to Send Payment Requests
If you need to request payment from a customer, you can do so by sending them an email or a text Payment Request.
Sending a Payment Request is a quick and easy way to remind your customers that they have an outstanding balance while also providing them with a convenient way to submit their payment information.
Creating a New Payment Request
To send a Payment Request, simply log into your Helcim account and click on
If you have sent Payment Requests before, they will be listed on this landing page. You can use the tabs at the top of the page to sort your requests by
To send a new Payment Request, click on
Request a New Payment in the top right-hand corner of your screen.
Now, use the tabs at the top of the page to select whether you want to send a
Request via Email or a
Request via Text Message.
For this example, we will be selecting
Request via Text Message. Please note that the steps and information are the same for both options, the only difference is how your customer will be notified.
Telephone Number: Use the text box to enter your customer’s telephone number, if you had selected
Request via Email you will enter their email here.
Customer Name: Use the text box to enter your customer’s name
Description of Purchase: Enter a brief description of what the payment is for
Amount: Enter the amount you want the customer to pay
Add Sales Tax: Toggle this option
On if you want to calculate sales tax based on your business location
Message to Customer: This field is optional, if you do not enter a customer message a templated message will be sent
Once you have entered all of your information, click on
Send Request to send the Payment Request.
A pop-up message will let you know that the request has been sent successfully.
Here is an example of the message your customer will receive.
You can now view the Payment Request on the main page and the
Due status page.