Sending a payment request for an Invoice

The Paystand Email button in the invoice record parallels the functionality found in a Sales Order. This feature facilitates generating an email payment request directed to the email address associated with the Customer Record

Sending Invoice Payment Reminders

1. Click the Paystand Email.

2. Click OK

3. To review the sent emails, access the communications tab. There, you can preview the email template sent to the payer.

4. You can preview the email template sent to the payer there.

5. Clicking Pay Now redirects the payer to the checkout experience, enabling them to proceed with the payment process.



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