Skip to main content

Creating a Payment Request

Learn how to create and send a Payment Request.

John avatar
Written by John
Updated over 2 weeks ago

Payment Requests allow you to quickly send a simple, one-time payment request to a Contact or email address. They are perfect for when you don't need to send a full Invoice with Line Items, Descriptions, etc.

Create a new Payment Request

Click the [+] icon in the top right corner of the app, or click Payment Requests in the main navigation and then click the [+ New Payment Request] button.

Details

Label *

This will be the main Label for the Request. Keep it short and descriptive. It will be shown on the Request email, Checkout and in your Transaction history.

Contact

Select an existing Contact or add a new Contact. This field is optional, and you can still send the request without assigning it to a Contact

Currency *

The currency denomination for the item. If a fiat currency is selected, the customer will still be able to pay in BTC.

Amount *

Add the amount you are requesting.

Tax

Add an optional additional Tax percentage that should be charged. If added, this will be calculated at Checkout and added to the Amount above.

Internal note

Add an optional internal note that is only visible to the Zaprite Organization.

Payment Methods

This is where you can choose your preferred payment methods to accept for this Payment Request.

Default

Your default Checkout will be used. To edit your default Checkout, click the Checkout button in the main navigation.

Custom

You can customize the payment methods available for this specific Checkout. This will create a customized configuration that will be loaded on the Checkout page for this Payment Request only.

You can click the [Preview] button at any time to see what your payment methods will look like on the Checkout page.

Sending a Payment Request

When you're ready, click the [ Send ] button. This will open a modal giving you a choice of how you would like to send the Payment Request:

  • Email

  • Share

Email a Payment Request

If you choose Email, you will have the option to edit the Recipients and Message on the send screen.

Share a Payment Request

If you choose to Share a Payment Request, you will be shown the URL that you can copy and share externally.

Video Tutorial

A video tutorial is available on our YouTube channel.

Did this answer your question?