In the Requests area of your account, you can create payment requests to be fulfilled by your customers. There are two ways you can receive payments:
- Send a payment request and invite customers to submit a specific amount with a custom payment link.
- Use a Business Landing Page (BLP) where customers can add your business to their Plastiq account. This will allow your customers to submit and schedule payments with your verified ACH funding details.
The following sections will walk you through how to create and send a new payment request.
Make a Payment Request
- To start a new request, click the "+ Add New" button on the navigation sidebar. Then, select Payment Request. You can also start a new request by selecting Requests on the navigation sidebar and then click the "+" icon.
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- First, select a contact (i.e. customer) for this request. Click the arrow where it says Organization Name to select a payer from your list of contacts.
If you haven't added this contact to your account yet, you will have the option to do so while setting up your payment request. Click Continue to proceed to the next step.
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- Next, tell us how much you're requesting for this payment and when it's due. Once this section is completed, click Continue.
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- When selecting a due date for this request, you'll be shown a calendar showing all available dates. Select your preferred due date. Click Confirm Date.
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- Now you'll have an opportunity to attach your invoice(s) and include some more information to help your customer complete this request.
in the space provided, add a memo, account number, or invoice number for your customer to reference when submitting the payment. Then, click Create Request.
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- As soon as you create the request, it will be assigned a Request ID and a specific link for your payment request. You can share that link directly with your customers to direct them to the request page.
Click Send Now and Plastiq will email your customer to notify them of this new request for payment.
Note- If you decide to skip sending this request now, this request will sit in your account's Requests area, in the Sent section.
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- When they click the link, your customer will be taken to a Request Page stating your business name, amount, due date, and any other funding details (i.e. a memo, the customer account number, or invoice number).
To complete the payment request, the customer can click Make Payment Now to begin the payment submission process.
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