Every Payment Request you make is recorded in the Payment Request History section of the Payments menu option.
Any Payment Requests made during Training Mode will be delivered, but money cannot be processed until you enter Live Mode. If you are interested in completing Payment setup and entering Live Mode, view our Setting Up Payments guide.
To View a Previous Payment Request:
1. Go to the Payments menu.
2. Scroll to the Payment Request History section.
Directly before the Payment Request History section, there are blocks dedicated to breaking down:
The total number of payment requests made
The number of past due payment requests
The total amount of money you've received using Payments
Your average conversion rate (or the number of payment requests completed, compared to the number of payment requests you've sent)
Payment requests are organized into two sections: Scheduled Payment Requests and Payment Request History. These sections give information on each request, such as:
Date created and date sent
The contact it was sent to
The description you gave the request
Clicking the + symbol next to a Payment Request will open a more detailed breakdown of its history.
Payments can have six different possible statuses:
Sent — The text with the payment request was successfully delivered, but no action has been taken by the contact yet.
Paid — The contact has successfully made the payment.
Past Due — The contact is past due on their payment. This date range can be defined in the Settings section of your Payments menu.
Marked Paid — You have previously marked the request as paid—this could be because the payment was made through a different channel, like cash or in-person.
Canceled — You have canceled the request.
Failed — The text with the Payment Request was not delivered to the contact.
If a payment has been Sent or is Past Due, expanding the row will give you more detailed information about the request as well as the the option to:
Mark the request as paid — this is useful if the contact paid in a way that wasn’t via text message, but you still want to record it as completed in Text Request.
Send reminder — note that only one reminder can be sent
If a payment has been Scheduled, expanding the row will give you more detailed information about the request, as well as the option to cancel it. Once a scheduled payment reaches its scheduled delivery time, it will automatically move to Payment Request History.
If you want to learn more about Payments, check out the following guides: