Generate an invoice for business to business payment requests

To create an invoice for a business to business payment request:

  1. Click on Payments in the navigation menu. 
  2. Click the Request Payment button.
  3. Enter the Business Name for the business the payment is being requested from.
  4. Enter the Recipient Email for the business the payment is being requested from. 
  5. Enter an optional Due Date for the payment request. The due date cannot be in the past. 
  6. Enter a Description for the payment request. 
  7. Enter an Invoice/PO # for the payment request. 
  8. Enter the Amount for the payment request. 
  9. Enter a Description for the payment request. 
  10. Select the bank account the payment will be deposited into from the drop down menu. The bank account will be selected by default if there is only one bank account. 
  11. Enter the Requested amountThe amount must be greater than the minimum fee if you accept the fee. 
  12. Select the party responsible for paying the Fee.
  13. Check the Generate Invoice checkbox.
  14. Click Send. An email will be sent to the recipient email address. 

Sample invoice:

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.