How To Use Text 2 Pay

Step 1: Ensure your Stripe, Authorize.net, or Network Merchants Inc. account is integrated.

• Navigate to Payments > Integrations

• Connect your payment gateway and choose a default.

Step 2: Create the invoice link.

• Navigate to Conversations and choose a contact, or navigate to Contacts and click into contact record.

• Within the messaging section, there will be a small icon that is a circle with a dollar sign.

• A popup window will appear that looks like this:

• You can add an item, with a name and cost.

• Click “Add an item” to add additional items, or the X 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.