Managing client payments is a key part of freelancing or running a business. With Remoly Invoicing, requesting payments is efficient, secure, and user-friendly. Here's a step-by-step guide to creating payment requests, leveraging payment links, and tracking your requests effectively.
How to Create and Send Payment Requests
Follow these steps to request payments from your clients with ease:
Access the Request Payment Section
Open your Remoly Invoicing account and head to the "Request Payment" section.
Fill Out Payment Details
Specify the amount, currency, and due date for the payment request. Add notes or details for clarity if needed.
Share the Payment Link
Generate a payment link and send it to clients via email, messaging apps, or directly from the Remoly Invoicing platform.
Benefits of Using Payment Links
Flexible for Clients
Payment links allow clients to pay seamlessly using credit/debit cards or bank transfers, even if they aren’t on Remoly Invoicing.
Quick and Secure
Ideal for one-time or recurring payments, ensuring timely transactions without technical hurdles.
Tracking Payment Requests
Stay on top of your finances with Remoly Invoicing tracking features:
Monitor Payment Status
View payment requests marked as "Paid," "Pending," or "Overdue" in your dashboard.
Send Reminders
Easily notify clients about overdue payments by sending reminders directly through Remoly Invoicing.
Streamline Your Payment Process
With Remoly Invoicing, requesting payments is as easy as creating a link and sharing it. Simplify your workflow, reduce delays, and keep your finances on track with smart payment tools.