Text-to-Pay / Payment Link
Generating & Sending Invoices
Rabinder M
Last Update 4 years ago
Step 1 - Integrate Account With Stripe:
- Integrate the sub-account with Stripe by going to Settings > Payments and click the "Connect Your Stripe Account" button and follow the steps to integrate Stripe.
Step 2 - Create An Invoice From A Conversation:
- Go to a conversation and click the payment icon below the text editor.
- In the modal that pops up, assign the invoice a name & price.
- Set Link Expiration/Due Date
- Save
- Link will appear in conversation editor
- SMS or Email generated link
