How To Use Text 2 Pay for GoHighLevel

How To Use Text 2 Pay

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.

Related Articles

Catalog of Prohibited WordPress Plugins in GoHighLevel

We continually assess plugins for compatibility and optimization in our ongoing efforts to enhance reliability, performance, and security. However, specific plugins duplicate existing features or prove incompatible with our environment. Our system administrators maintain a list of banned plugins to ensure a smooth  experience and prevent potential performance or functionality concerns. Please find below the […]

Ryan OConnor

Maximizing Resolution Time Efficiency: Tips for Obtaining Swift Support Solutions for GoHighLevel

Accelerating Support Resolution: Strategies for Expedited Assistance We understand the frustration of seeking assistance and experiencing delays in response time.  To ensure you receive the swiftest resolution possible for your support requests, we have compiled a list of hacks and tips below. Following these recommendations and clearly and concisely describing your issue, our agents can […]

Ryan OConnor
Go HighLevel Onboarding, Training, Education, Coaching, Support, Products and Services. Enabling Customer Success for GHL Agencies Worldwide
Copyright Growthable 2023 | All Rights Reserved

Grab our free techincal onboarding checklist