Set up Request Payment and generate an expiring checkout link for an outstanding customer invoice.
Request an existing invoice balance#
Request Payment starts from an issued customer invoice with an outstanding balance. It creates an expiring checkout link for that invoice. Choose the exact invoice and verify its currency and balance before sharing.
Purpose and workspace access#
Share an expiring checkout link for a customer’s outstanding invoice.
Available in Corporate workspaces. Confirm the active workspace before entering or sharing records.
Keep the active workspace, actual business requirements and current setup summary in view. A guide explains a choice; it does not make that choice for you.