Sending a payment request for a Sales Order

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

Sending a payment request for a SO.

1. From the SO, click the Paystand Email.

2. Click OK

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

4. Click View

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



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