Sending payment request emails
OverviewThis article explains when to use sending payment request emails, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action app
Overview
This article explains when to use sending payment request emails, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when the action appears as part of a larger parent screen and you want to understand the focused choices inside that dialog or sub-flow.
How it fits into the flow
Sending payment request emails sits within Accounts / Debts. It is designed to work alongside related articles such as Debt filters, Debts list, GoCardless billing request flow, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the context shown in the dialog so you are acting on the correct record or selection.
- Choose the options that control how the action should run before you confirm it.
- Finish the action and then check the parent screen for the result or any follow-up work.
- Common on-screen actions include Clear Filters, Manage GoCardless, Cancel, Back, Copy.
Important fields
- Visibility: Choose the option that best matches the current record.
- Date: Complete this value carefully before you save.
- Amount: Complete this value carefully before you save.
- Payment Method: Look for input such as “Select payment method”.
- Allocate to Invoice (optional): Look for input such as “Select open invoice”.
- Description: Complete this value carefully before you save.
- Payment Reference: Complete this value carefully before you save.
- Tip (optional): Complete this value carefully before you save.
- Write Off Invoice (optional): Select an open invoice to allocate this write-off to. If fully covered, it will be marked as Written Off or Settled depending on any existing payments.
- Reason for Write Off: Complete this value carefully before you save.
- Description (optional): Look for input such as “e.g. Payment for job #123”.
- Amount to charge now: Look for input such as “0.00”.