Which payment gateways can I use with this feature?

You can typically use Stripe, Authorize.net, or Network Merchants Inc. to power Text 2 Pay, depending on your account setup.

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How to Use Text2Pay – BizStackPro Help

How to Use Text2Pay

Q: What is the 'Text 2 Pay' feature?

Text 2 Pay lets you send a secure payment link to a contact via SMS so they can pay for products or services from their phone.

Q: How do I create an invoice link?

Open Conversations, select a contact, click the Request Payment icon (dollar sign), add products and optional taxes/discounts, set a due date if needed, and review the total before generating the link.

Q: Can I modify the payment due date?

Yes. You can set or edit the due date in the Request Payment modal while building the invoice link.

Q: How do I send the payment link?

After you generate the link, it’s inserted into an SMS draft. Add any extra message text, review the draft, and send it to the contact.

Send secure payment links by SMS so customers can pay quickly from their mobile device—without extra back-and-forth.

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Getting Paid Without Chasing Down Payments

You may need to collect payments, but sending invoices separately and waiting for responses can slow everything down.

Text2Pay allows you to send a secure payment link directly through SMS so contacts can pay quickly from their phone.

Without a simple payment flow, follow-ups can drag on and delay revenue.

This guide will show you how to send payment links so you can collect payments faster and keep your workflow moving.

Once you understand how Text2Pay works, follow the steps below to create payment requests, send links, and manage payments inside your BizStackPro conversations.

What Text2Pay Does

Text2Pay (sometimes shown as Text 2 Pay) lets you generate an invoice/payment request and send a secure payment link to a contact via SMS. They tap the link, pay, and you keep the conversation moving.

Follow along: Connect a payment gateway in Payments → Integrations, then open Conversations and select a contact.

Step-by-Step: Send a Text2Pay Link

Confirm your payment integration: Go to Payments → Integrations and connect your gateway (commonly Stripe, Authorize.net, or NMI). Set a default if prompted.
Open the contact conversation: Navigate to Conversations and select the contact you want to bill (you can also access messaging from the contact record).
Click Request Payment: In the message composer, click the Request Payment icon (often a dollar sign in a circle).
Build the invoice: Add one or more products, then apply taxes and discounts if needed. Review the total before creating the link.
Set a due date (optional): Choose or modify the payment due date inside the payment modal to encourage timely payment.
Send the SMS: The payment link is inserted into an SMS draft. Add a short note (optional), then click Send.

Pro tip: Keep your SMS short—state what the payment is for, the amount, and the due date (if any). Clear messages get paid faster.

Best Practices

Use saved products: Pre-saved items keep pricing consistent and speed up invoicing.
Set clear due dates: Adding a due date often reduces “I’ll pay later” delays.
Add context: A simple “Here’s the link for your [service]” reduces confusion and boosts completions.
Double-check the number: If a contact has multiple numbers, confirm you’re sending to the right one.

Example SMS: “Hey! Here’s your payment link for today’s service. Total: $___ (due by ___). Thank you!”

Want faster payments without chasing people?

Text2Pay keeps payments tied to the conversation—so your team can invoice, follow up, and confirm payment in one place.

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Frequently Asked Questions

What is the “Text 2 Pay” feature?

It lets you send a secure payment link to a contact via SMS so they can pay for products or services.

Which payment gateways are supported?

Common options include Stripe, Authorize.net, and Network Merchants Inc. (availability depends on your account setup).

How do I create an invoice link?

In Conversations, click Request Payment, add products/taxes/discounts, review the total, then generate the link.

Can I modify the payment due date?

Yes. Edit the due date directly in the Request Payment modal while building the invoice.

How do I send the payment link?

After generating the link, it’s inserted into an SMS draft. Add any extra text and send.

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Get Paid in a Few Clicks

Turn conversations into cash flow with built-in payments, invoicing, automation, and CRM tools—without bouncing between platforms.

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Faster invoicing. Faster payments.

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