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
You can also access
Payment Requestsfrom the Transactions page in your account by clicking on the
New Transactiondrop-down button and choosing
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
New Payment in the top right-hand corner of your screen.
Now, enter the details of the request into the available fields:
Fields on the right-hand side of the screen:
Search Customer Or Create New: Use the text box to search for a customer profile that already exists in your account, or to create a new customer by typing in their name
Method: Use the drop-down to select Text Message or Email
Mobile Number or Email: Enter either the customer's phone number or email address depending on the method selected
Description of Purchase: Include a brief description of the purchase
Message to Customer: This field is optional, if you do not edit this field the information will be sent as shown.
The content that is capitalized in the template will be filled in with the unique variables for that item. For example: CUSTOMER_NAME will be the name for the customer, LINE_BREAK creates a space, and BUSINESS_NAME will be your business name.
Set as default message for future payment requests: You can save your custom message for all future payment requests by clicking this check box.
Fields on the left-hand side of the screen:
Amount: Type in the payment amount under the Request Payment For title on the left-hand side of the screen
Add Sales Tax: Click this option to select it if you want to apply sales tax to the request
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.