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Requesting a credit card payment on a contract booking

Written by Mike

When you're working in the contract module, you can send customers an online payment request that works in a similar way to a payment request on a standard booking.

For contracts, you can enter the requested amount in the Send Contract and Send Invoice tools, rather than clicking a separate "request payment" button.

Sending a payment request from a contract

From your contract editor, click the Send Contract or Send Invoice button. Then just enter the amount into the request payment box.

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Payment request email

In order to support payment requests, we've reformatted your contract and invoice emails into an HTML email that has your branding.

If you request a payment, we'll add the green payment box to the top with a clickable payment button.

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Customer payment flow

The online payment process is identical to the payment process for standard bookings.

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Payment receipt

After payment is received, we'll take the customer to a new online Payment Receipt that shows their payment history and an overview of their contract details.

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