Payment Requests (Invoicing) from the Merchant Console

This guide will demonstrate how to easily send payment requests and invoices directly to customers from the merchant portal. By sending an email with a secure payment link, customers can navigate to a payment page to complete their transaction.

To enable this feature, additional configuration is needed on your merchant account. If you are looking to set up invoicing, please contact support@zift.io with the email addresses you want to use for sending payment links and for the 'reply-to' address in your emails.

1. Log into the merchant console
2. Navigate to the Transactions tab found on the left side of your screen. 
3. Click the drop down menu next to New Sale and click Payment Request. 
   
   
   
   
4. Fill out the details for the form. Optionally, fill out the fields on the Additional Details tab. 
   
   
   
   1. The Expiration field controls the date when the payment link will expire, no longer allowing the customer to complete their payment. 
   2. The Email field is used to specify the target email you wish to send the payment link to. 
5. Click Process to complete the form, sending the email with the payment link to your customer.
   

    

6. Verify the payment request has successfully sent by clicking 'Apply Filters' to refresh your transaction summary. You should see a request similar to this: 
   
   

Notes:

• The payment request can be cancelled after sending by clicking on the 3 dots on the end of the transaction record, and clicking 'Cancel Request' as shown below.
  
  
  
  
• The request can also be resent to the customer's email if necessary. To do this, click the 3 dots and select 'Transaction Details', then view the 'Notifications' tab on the details page. You will see the 'Resend Request' button at the bottom left. 
  
  

• The email that is sent to the customer says the following:   
  
  

  Dear *Customer Name*,

  
  You have a payment request from *Merchant Name* in amount of $ 2.00.

  Please use the link below to make the payment.

  Payment Request Link

  
  For any questions, please feel free to contact us.

  *Merchant Email*
  *Merchant Phone Number*