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How to request payment / send an invoice
How to request payment / send an invoice

A quick guide on how to request a payment

Omri Mor avatar
Written by Omri Mor
Updated over a week ago

While logged in to your account, you can click the New drop down menu in the top left corner and select Request: Send an invoice.

Requesting an invoice payment:


Step 1: Select a company
Start off by typing in a company name. 

If you typed in a new company then three fields will popup under the company name allowing you to type in:

  • Contact's email

  • Contact's first name

  • Contact's last name

Note: If you have already sent or received a payment from this company then the email
and name will be filled in automatically.

Step 2: Add invoice details
Next you will need to type in at least an amount and reference. If you would like to add an invoice number or attach a file you can; both are optional.

Step 3: Payment terms and bank account

Please select the payment terms to set the invoice due date. You have the options of:

  • Due in 30 days (NET 30) 

  • Due in 60 days (NET 60)

  • Due upon receipt

  • Selecting a specific due date

If you'd like to add custom due dates please contact us.

Last but not least, you will need to select the bank account that you would like funds to be deposited into.

Sending the request:
Click Send invoice and then Confirm sending invoice. You will be sent to a confirmation page.

Why does it not allow me to select my bank account but instead say "To continue you will need to add a bank account"?

This means you have a bank account that is not yet verified. You can not send or receive payments from a bank account that has not been verified. Once you verify your bank you will be able to continue requesting a payment. If you need help doing this you can click the link below to go to our How to verify bank account article.

Why does it show me a warning when requesting over $100,000?

Seeing this notice? It's to make sure you are staying compliant with the U.S. government, and that you have a secure experience 😉

We have an article explaining the one-time customer verification process. Click below to view it!

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