Payment Requests allow your business to get paid faster with more clarity by sending a customised link to your customer where they can pay you using their credit card. Your customer only needs to enter their payment details and voila, you’ve been paid!
How do I send someone a payment request?
To send your customer a Payment Request:
1. Navigate from dashboard: Log in to your account and click on Collect > Payment Requests
2. Payment Requests : Click on "+ Create Request" to create a new Payment Request.
You may select to either create a single request or multiple request.
3. Create a new Request: Enter the relevant details and click on Create Request to create the payment
4. Select Payment Options and Fee settings: Choose one-off or recurring payments and on the same screen, select who pays the fee. You can customise who pays the fee for each specific payment method.
As a Collector, you will also be able to select how soon you receive the payout. There are 2 options available: Standard payout (receive in 3 business days at no additional fee) or Next business day payout (receive the payout in the next business day at an additional fee of 0.25%).
5. Share Payment Request: Share the Payment Request to your customers via SMS, email or as a URL.
6. Customer makes payment: Your customers will land on this Payment Page when visiting the shared link.
7. Monitor payment: Once the payment has been made by your customer, you can check that the Payment Request will move from the 'Pending' tab to the 'Paid' tab, along with the payment amount and payout date
Additional Q&A
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Do I need to upload an invoice?
No, there is no need for an invoice when sending a Payment Request. -
What details do I need to send a Payment Request?
To send a payment request, you will need to enter these details in the form --
Amount - how much you are requesting
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Invoice Number - This is an optional field to help you track your requests better.
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Payment Reference - what the Payment Request is for
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Customer First & Last Name (optional) - the name of your customer/buyer.
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How can I track my Payment Requests?
Payment Requests that were created by you can be tracked using the dashboard in the Payment Requests page.
You may toggle between the different tabs ‘Pending’, ‘Paid’ and ‘Deleted’ to see the statuses of requests that you had created.
Pending - Requests that have been created but have not been paid for yet
Paid - Requests that have been completed after your customer has paid through the link
Deleted - Requests that you cancelled on the payment requests dashboard -
How will I know if someone paid for my Payment Request?
You will be notified by email as soon as your customer sets up a payment through the Payment Request link. -
How can I share a Payment Request?
Upon successfully creating a Payment Request, you may share it to your customer via email, SMS or using the URL. -
Can I create and send multiple Payment Requests at once?
We don’t currently support bulk creation and sharing of Payment Requests. If you would like to send multiple payment requests at once, please reach out to hellomy@cardup.co. - Does Payment Request Link expires?
The payment request link only expires after the payment has been made. -
Why am I being charge an extra fee for Next Day payout?
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Premium Speed for Payout
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Faster reconciliation to help collectors drive business goals
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How is next-day payment calculated?
The time of next-day payment is calculated from the moment customer makes a payment (I.e. charge). Collector receives money next day from charge day - How do I upgrade to next day payout?
Go to your Collect Dashboard and click the 3 dots on the left of the payment. Click "View/Edit" and you will be able to upgrade the payout to next-day payout at an additional 0.25% fee.