Quick Answer
How do you send a Text2Pay payment link?
Open Conversations, select the contact you want to bill, click the Request Payment icon, add the products and any applicable taxes or discounts, set a due date if needed, review the total, and generate the payment link. The link is inserted into an SMS draft that you can review and send to the contact.
What Text2Pay Does
You may need to collect payments, but sending invoices separately and waiting for responses can slow everything down.
Text2Pay, sometimes shown as Text 2 Pay, lets you generate an invoice or payment request and send a secure payment link directly to a contact through SMS.
The customer can open the link from their phone, complete the payment, and continue the conversation without requiring a separate payment workflow.
Without a simple payment flow, follow-ups can drag on and delay revenue. Text2Pay helps keep the payment request connected to the conversation so you can create the request, send the link, and keep your workflow moving.
Connect your payment gateway first
Before creating a Text2Pay request, confirm that an appropriate payment gateway has been connected under Payments → Integrations.
Text2Pay at a Glance
Before You Begin
Make sure your payment setup and contact information are ready before creating the Text2Pay request.
- Confirm a payment gateway is connected in Payments → Integrations.
- Verify you have selected the correct contact in Conversations.
- Confirm the contact has the correct mobile number.
- Have the products or services and their prices ready.
- Determine whether taxes or discounts need to be applied.
- Decide whether the payment request needs a due date.
Step-by-Step: Send a Text2Pay Link
Follow these steps to create the payment request and send the secure link to your contact through SMS.
Confirm Your Payment Integration
Go to Payments → Integrations and confirm that your payment gateway is connected. Common options may include Stripe, Authorize.net, or Network Merchants Inc., depending on your account setup.
Set a default payment gateway 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 when appropriate.
Click Request Payment
In the message composer, click the Request Payment icon. It is often displayed as a dollar sign inside a circle.
Build the Invoice
Add one or more products to the payment request. Apply taxes and discounts when needed, then review the total before creating the link.
Set the Due Date
Choose or modify the payment due date inside the Request Payment modal when a due date is needed.
Review the payment details and total before continuing.
Send the SMS
Generate the payment link. BizStackPro inserts the link into an SMS draft.
Add a short message if needed, review the draft and payment information, then click Send.
Keep the payment message clear
Keep your SMS short. State what the payment is for, the amount, and the due date when one applies so the customer knows exactly what the request covers.
Text2Pay Best Practices
Example SMS
“Hey! Here’s your payment link for today’s service. Total: $___ (due by ___). Thank you!”
Frequently Asked Questions
What is the “Text 2 Pay” feature?
Which payment gateways can I use with this feature?
How do I create an invoice link?
Can I modify the payment due date?
How do I send the payment link?
Continue Learning
Continue learning how to manage conversations, SMS, and payment activity in BizStackPro with these related Help Center guides.
