The “text 2 pay” feature allows you to send a payment link directly to a contact for them to pay you for products or services. You can do this through an individual contact record or the Conversations tab. The available link will include an option for them to click directly there to make a payment to you. This is a great and convenient way to process payments. Follow the steps below to start using the “text 2 pay” feature.
Step 1: Ensure your Stripe, Authorize.net, or Network Merchants Inc. account is integrated.
Navigate to Payments > Integrations
Connect your payment gateway and choose a default.
Step 2: Create the invoice link.
Navigate to Conversations and choose a contact, or navigate to Contacts and click on the contact record.
Within the messaging section, there will be a small icon that is a circle with a dollar sign. This is the Request Payment option.
A popup window will appear that looks like this:
You can add a product with a name and cost.
Click on Select product and choose an available product from the dropdown to add it, or click the trash icon to delete any you wish to remove.
Add taxes and discounts directly from the payment model. Users can also modify the payment due date.
You’ll see the total added up under the list of items.
The invoice number will be automatically generated.
Step 3: Send the SMS Message
The payment link will be created in the SMS draft.
Add Additional Text: Include any extra information or instructions in the SMS draft.
Send Your Message: Review and send the SMS to the contact.
FAQs on Using the “Text 2 Pay” Feature
What is the "Text 2 Pay" feature?
The "Text 2 Pay" feature allows you to send a payment link directly to a contact via SMS, enabling them to make a payment for products or services.
Which payment gateways can I use with this feature?
You can integrate Stripe, Authorize.net, or Network Merchants Inc. to use the "Text 2 Pay" feature.
How do I create an invoice link?
Navigate to Conversations, choose a contact, click on the Request Payment icon (a circle with a dollar sign), then add a product, taxes, and discounts, and review the total before sending the SMS.
Can I modify the payment due date?
Yes, you can modify the payment due date directly from the payment model when creating the invoice link.
How do I send the payment link?
Once the payment link is created, it will be added to an SMS draft. You can add additional text, review the draft, and then send it to the contact.