You can send a payment link to a contact using the “text 2 pay” feature so they can pay you for goods or services. Either the Discussions tab or a specific contact record can be used for this. There will be a button on the available link that they may use to pay you right away. This method of processing payments is excellent and practical. To use the “text 2 pay” feature, simply follow the procedures listed below.

Step 1: Verify that your Stripe account is connected.

• Click on Payments.
• Use Stripe Connect or add your Stripe Secret key. (The preferred solution for security is Stripe Connect.)
• To see if your Stripe account is already connected, go to Settings > Integrations.

Step 2: Create the invoice link.

• To access a contact, you can either go to the Conversations section and select a contact or go to the Contacts section and open a contact’s record.
• Inside the messaging area, you will come across a tiny symbol that resembles a round shape with the dollar symbol in it.

• A popup window will appear that looks like this:

• You can add an item, with a name and cost.
• Click the plus sign to add additional items, or the trashcan 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 link will now be created in the SMS draft.
• Add any additional text you wish to include.
• Send your message.