How do I send an invoice payment request?

Merchant must ensure that it has the text recipient’s consent to receive text messages before using PayJunction text messaging, and Merchant must notify the text recipient that message and data rates may apply and that they can opt out at any time by replying STOP.

PayJunction's Invoices feature allows businesses to effortlessly send payment requests via text or email. Customers simply click on the link in the request (text or email) and enter payment details into a secure form using their computer, tablet, or mobile device. PayJunction's Invoices feature streamlines payment collection, reduces follow-up time, and provides a seamless, user-friendly experience (fees may apply).

How to Send a New Invoice Payment Request

Follow the steps below to send a New Invoice payment request.

1. Login to PayJunction.
2. Click on Invoices, on the main menu (left-side of screen).
   
3. Click New Invoice.
   
4. Select the Delivery Method:
   1. Email: Sends a payment request to the customer via email. 
   2. Text Message: Sends a payment request to the customer via text message.
   3. Email and Text Message: Sends a payment request to the customer via email and text message.
5. Enter the Recipient information
   1. First Name
   2. Last Name
   3. Customer ID 
   4. Phone (mobile phone number to send a text message)
   5. Email Address
6. Enter the Invoice Details
   1. Enter the Amount.
   2. Enter an Invoice Number (optional).
   3. Attach a PDF (optional).
   4. Include a Message for your customer (optional).
7. Click the Submit button.

Example Customer Payment

Customers will submit their payment via PayJunction's secure payment page.

1. The customer receives a text or email requesting payment. The customer should click the Pay Now button (Email) or the payment link (Text).
   
2. The customer is redirected to PayJunctions secure payment page and customer submits their payment information.
   
   
3. The customer receives payment confirmation.
   
4. The customer and the business are both emailed a copy of the receipt.

The Invoice is Automatically Updated when Paid

When a customer make a payment, the invoice will be automatically updated in PayJunction to reflect that it has been paid. The transaction is also available to view within the PayJunction account.

1. The Invoice is listed as Paid on the Invoices screen.
   
2. If needed, the transaction can be viewed by clicking on the 3-dot menu for the invoice that was paid, then select View Transaction. Alternatively, the transaction can also be found via Search or Batches. 
   

Note: To use the Invoice feature, restricted users must have the View other user’s transactions permission turned On: