Here's a quick guide on how to start using text 2 pay to collect payments easily.

Make Sure Stripe Is Connected

In order to receive payments and use Text 2 Pay, make sure your Stripe account is connected. To do this go to the Payments tab, then Integrations.

Here's a quick guide on how to connect Stripe to your CRM.

How To Use Text 2 Pay - Contacts Tab

Go to your "Contacts" tab

Select The Contact

Choose the contact to whom you are sending the Payment link.

SMS or Email?

Choose between SMS or Email to send the Payment link.

For this example, we're using SMS.

Click On Request Payment

Click on the "Request Payment" Icon.

Enter Item Name

Once the pop-up opens, enter the product or service name.

Enter the Price

Type in the price for your product.

(Optional) Add more items

You can add more items/products in the same payment link. will add up all the prices and will show the total price.

Your contact will be able to see exactly which items are included in the invoice.

Select A Due Date

Choose the due date for the invoice.

(Optional) Set Up Expiration Date

You can set up an expiry date for the payment link you're creating. For this, simply click on the Expiration Date field.

Select Expiration Date

NOTE: The link will expire at midnight of the chosen day.

Disable Expiration Date

If you would not like your link to expire, tick the "Link does not expire" box.

Additional Options

Click on "Additional Options" and make sure the "Live" option is on.

Save

Once you've finished editing, click on "Save".

Edit Your Message

You're ready to send out your payment link! Now you can edit the message that goes along with it.

For Emails

To send your Payment link via Email, it's the exact same process we showed you on this guide.
Simply select Email at the bottom and edit your message.

Send it!

After editing your message, click on "Send".

How To Use Text 2 Pay - Conversations Tab

Go to your "conversations" tab.