For the "just charge them $120" moments. A payment request is an invoice with the editor skipped: one amount, one line, and a pay link you can hand over on the spot. The money lands in your reports, reminders and QuickBooks sync exactly like any other invoice.
- Press Create and pick Request payment (on a client's page it's in their Create menu, with the client already filled in).
- Type the Amount and What for (one line — it becomes the invoice subject). Pick a Client if you want to text or email them; leave it empty for someone who isn't a client yet. + Note or tax adds a note for the pay page and a tax percentage.
- Press Get link. The link is live from this moment.
- Share it: Copy, Text it (from your business line), Email it, or let them point their phone camera at the QR code on your screen. Open invoice takes you to the invoice behind it.
- Amounts run from $1 to $25,000. For more, make a full invoice.
- It shows on Invoices as Awaiting Payment with the subject you typed, numbered in your normal sequence; the pay page says Payment request under the number.
- Clients can pay part of it, like any invoice. The card service fee, saved cards and bank (ACH) all work the same.
- In the WorkBench phone app the share step also offers Tap to Pay when it's set up — see Take a card in person.
If something's not working
Text it or Email it is greyed out.
No client was picked, so there is nobody to send to — use Copy or the QR code. With a client picked, texting needs a phone number on file, no opt-out, and texting turned on for your business line; emailing needs an email on file. The (i) next to the buttons says which one is missing.
I need to change the amount.
Press Open invoice and edit it like any invoice (until it's paid). The link stays the same.
Will they get reminders?
Only when a client is on the request — reminders go by email and text, and a request with no client has nowhere to send them.