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 + button to create a new payment request
  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 Invoice/PO # for the payment request. 
  6. Enter the Amount for the payment request. 
  7. Enter an optional Due Date for the payment request. The due date cannot be in the past. 
  8. Enter a Description for the payment request. 
  9. Select the bank account the payment will be deposited into from the drop down menu. 
  10. Check the Generate Invoice checkbox.
  11. Click Send. An email will be sent to the recipient email address. 
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