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[Mobile] How to Request a Payment
[Mobile] How to Request a Payment

Send a text or email to a client to request a payment!

Shannon Kay avatar
Written by Shannon Kay
Updated over a week ago

From your Topline Pro dashboard, you can send clients a text or email to request payment from them for your services!


1. From your Topline Pro dashboard, click "Payments" on the bottom menu

From your Topline Pro dashboard, click "Payments" on the bottom menu

2. Click on "Request Payment"

Click on "Request Payment"

3. Click on the contact you want to request payment from

Click on the contact you want to request a payment from

4. Click on "Item"

Click on "Item"

5. Select the type of service you want to charge for from the menu

Select the type of service you want to charge for from the menu

6. Type in the amount you want to charge

Type in the amount you want to charge

7. Click on "Email" or "Text," depending on how you want to notify the customer

Click on "Email" or "Text," depending on how you want to notify the customer

8. Click on the green bar to confirm the payment request

Click on the green bar to confirm the payment request

9. Your dashboard should now show the pending payment request!

Your dashboard should now show the pending payment request!
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