How to Request Payment

Suppli allows you to Request Payment from your customers via both email and text.

Once a payment is requested, your customers will receive a message that includes a Payment Link for easy and secure payment via card or ACH.

To increase adoption, these messages have been optimized for viewing on mobile devices and do not require a username or password.

To Request Payment, you first need to select the invoice(s) from the Outstanding Invoices table. This can be found in either the Invoices or Customers sections.

If you are selecting multiple invoices, click the "More" button at the bottom right of the screen and then click "Request Payment."

If selecting a single invoice, click on the three orange dots found on the right-hand side of the table when hovering over a row. Next, select "Request Payment" from the dropdown list that appears.

You can also Request Payment from the outstanding invoice sidebar.

You cannot Request Payment if you have selected invoices that are part of a pending payment or existing payment plan. Additionally, the Request Payment option will not appear if you have selected invoice(s) across multiple customers. 

After clicking Request Payment, a screen will appear with the summary of the payment being requested, the option to add recipients and a memo, and the option to pre-apply credits or deposits.

 By default, a list of recipients associated with the customer will appear in the dropdown menu. However, if you would like to Request Payment from an email or mobile phone number not on file, you can do so by simply clicking "+ Add Email" or "+ Add Mobile Phone."

You can also send a payment request to multiple recipients at the same time. To prohibit double-payment, the Payment Link expires once a payment is initiated. 

If you'd like to save the payment method the customer uses to that customer's account, you can toggle on the "Save guest payment method" button. If the customer uses the pay link to make a payment, rather than log in to the account, this will allow for the payment method to be saved.

Once you've added at least one recipient, the button allowing you to send the request will turn on. Click "Request Payment" to send the email(s) and/or text(s).

Your customers will receive a payment request via email and/or text. This message will contain a Payment Link, which can be clicked on to facilitate both Card and ACH payments.

Upon clicking this link, your customers will be taken to a Hosted Payment Page where they can:

• Select a payment method and enter their payment information for password-less checkout 

• Login to their account, where they can then use a Payment Method On File and apply credits/deposits (if applicable) 

If invoices have already been paid, are part of a pending payment, or are part of a payment plan, then upon clicking on the payment request, users will be taken to an "expired link" page.