Text To Pay: Collecting Payments via SMS

Text To Pay lets you request payment from a contact directly through an SMS message. The contact receives a text with a secure payment link, taps it, and pays by card — no invoice, no email, no login required. It's the fastest way to collect payment from a client on the go.

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When to Use Text To Pay

• After completing a service ("Here's a link to pay for today's visit")
• Collecting a deposit before an appointment
• Quick, informal payment requests that don't need a formal invoice
• Following up on an outstanding balance

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Sending a Text To Pay Request

From a Conversation:

1. Open the contact's conversation in Conversations.
2. Click the dollar sign ($) icon in the message toolbar below the text editor.
3. In the Request Payment panel:
   • Select or create the product/item
   • Confirm the price
   • Apply a discount or tax if needed
   • Set a due date (optional)
4. Click Send.

The contact receives an SMS with a secure payment link. When they tap it, they're taken to a hosted payment page where they can enter their card details.

From a Contact Record:

1. Open the contact's card.
2. Click Send Payment Request.
3. Fill in the same details and send.

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What the Contact Sees

The contact receives a text message like:

"[Your Business Name]: You have a payment of $150.00 due. Pay securely here: [link]"

The payment page is mobile-optimized and accepts major credit and debit cards. Once paid, both you and the contact receive a confirmation.

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Tracking Payments

All Text To Pay transactions appear in Payments > Transactions. You can see which payments are pending, completed, or failed.

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Text To Pay vs. Invoice