Payment Request

Payment Request is sent via Email and will contain a link to a Payment Gateway if setup. You can create a payment request via Sales Order or Sales Invoice.

1. How to create a Payment Request

1.1 Creating Payment Request via Sales Order

Payment Request

1.2 Creating payment Request via Sales Invoice

Payment Request

Select appropriate Payment Gateway Account on Payment Request. Account head specified on payment gateway will considered to create journal entry.

Note: Invoice/Order currency and Payment Gateway Account currency should be same.

Payment Request

1.3 Notifying Customer

You can notify customer from Payment Request with print format. If customer contact email is mentioned, it will automatically fetch email. If not so you can set Email Address on Payment Request.

Payment Request

1.4 Request Mail

Here is an example request email. Payment Request

  1. Payment Entry
  2. Payments
  3. Payment Terms
  4. Sales Invoice
  5. Purchase Invoice