How can I request payment automatically?

When you’re growing your business, you have a million things to do. Getting paid shouldn’t be one of them. To make getting paid even easier, you can automatically request payment from your customers on Fundbox Pay just by invoicing them from your accounting software.

Here’s how it works:

First, connect your accounting software and your Fundbox Pay account

To get started, make sure your accounting software is connected to Fundbox Pay.

If you’ve previously connected your accounting software to another Fundbox product, your accounting software will already be connected to your Fundbox Pay account.

If you’ve never used a Fundbox product before, here are the steps to connect your accounting software:

  1. Log in to your Fundbox Pay account
  2. Click on the “Invoices” tab
  3. Click the link that says “Connect Accounting Software”
  4. Select your accounting software provider from the list and log in

If you cannot find your accounting software provider from the list, Fundbox does not offer an integration with your provider at this time, and unfortunately you will be unable to request payment automatically.

Once your accounting software is connected, enable automatic payment requests for specific customers.

 

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Click on the Customers tab to see a list of your customers as they exist in your accounting software. If you don’t see a customer listed, add them in your accounting software and refresh the Customers Tab page.

To enable automatic payment requests for a customer, click on the vertical ellipse  (“᠁”) to the right of the customer name and then click on “Enable auto payment requests.”

Since each customer of yours is unique, Automatic payment requests can be enabled or disabled for individual customers as you wish. While enabled for a specific customer, Fundbox Pay will automatically request payment from that customer when you issue an invoice to them in your accounting software.

You can disable automatic requests at any time by returning to the “Customers” Tab, clicking on the vertical ellipse (“᠁”) and then clicking on “Disable auto payment requests.”

 

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