How to use Text2Pay

The “text 2 pay” feature allows you to send a payment link directly to a contact for them to pay you for products or services. You can do this through an individual contact record or the Conversations tab. The available link will include an option for them to click directly there to make a payment to you. This is a great and convenient way to process payments. Follow the steps below to start using the “text 2 pay” feature.

Step 1: Ensure your Stripe, Authorize.net, or Network Merchants Inc. account is integrated.

• Navigate to Payments > Integrations
• Connect your payment gateway and choose a default.

Step 2: Create the invoice link.

• Navigate to Conversations and choose a contact, or navigate to Contacts and click into contact record.
• Within the messaging section, there will be a small icon that is a circle with a dollar sign.

• A popup window will appear that looks like this:

• You can add an item, with a name and cost.
• Click “Add an item” to add additional items, or the X icon to delete any you wish to remove.
• You’ll see the total added up under the list of items.
• The invoice number will be automatically generated.
• Next, choose a link expiration date. 
  • NOTE: The link will expire at midnight.
• Click Save to confirm your changes.

Step 3: Send the SMS Message

• The payment link will be created in the SMS draft.
• Add Additional Text: Include any extra information or instructions in the SMS draft.
• Send Your Message: Review and send the SMS to the contact.

FAQs on Using the “Text 2 Pay” Feature

1. What is the “Text 2 Pay” feature?
The “Text 2 Pay” feature allows you to send a payment link via SMS to a contact, enabling them to pay for products or services directly through the link.

2. Which payment gateways are supported?
The feature supports Stripe, Authorize.net, and Network Merchants Inc. Ensure your account with one of these gateways is integrated for the “Text 2 Pay” feature to work.

3. How do I integrate my payment gateway?

• Go to Payments > Integrations.
• Connect your payment gateway and select a default payment method.

4. How do I create an invoice link?

• Navigate to Conversations or Contacts and select the contact.
• Click the dollar sign icon in the messaging section to open the invoice creation window.
• Add items, set an expiration date for the link, and click “Save” to generate the link.

5. Can I customize the invoice before sending it?
Yes, you can add items with names and costs, and set a link expiration date before saving the invoice and generating the payment link.

6. How do I send the payment link to the contact?
After creating the invoice link, it will appear in the SMS draft. You can add additional text if needed and then send the SMS to the contact.

7. What happens if the payment link expires?
The link will expire at midnight on the selected expiration date. The contact will no longer be able to use the link to make a payment after it has expired.