Viewing a Payment Request History

Every Payment Request you make is recorded in the Payment Request History section of the Payments menu option.

 

To view a previous Payment Request:

1. Go to Payments.

2. Scroll to the Payment Request History section.

 

Directly before the Payment Request History section, you can view analytics related to your requests, such as:

• 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

• Amount requested 

• Status 

 

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 options 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 

• Cancel request

 

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:

• Creating a Payment Request

• Filtering and Downloading Payment Requests

• Changing Payment Settings

• Message Deliverability