Payments and banking · Guide 105 of 624
Request a payment from a customer
A payment request in RockifyERP emails the customer what they owe with payment details, and can include a payment link if a payment gateway is set up.
How to do it in RockifyERP
- Open a sales order or sales invoice.
- Click Create › Payment Request.
- Check the amount and email message.
- Save and Submit to email it to the customer.
Tip: Include your M-Pesa paybill and account number in the message template so customers can pay at once.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.