To request payment for a project milestone, go to "Details > Payments" in the Project view. Here, you can create and share payment requests for milestones of the project.
Create Payment Request
To create a payment request for a milestone, click "New payment request," in the top-right corner of the "Payments" tile.
This will open a payment request modal with the next payment milestone in the project, its amount, and billing and due dates prepopulated.
You have the option to:
Push the payment request to QuickBooks Online or Xero
Change the milestone amount and dates
Display the payment schedule in the request
Change the payment request message
Select the payment integration and payment method
When you have finalized the request, click "Create." This will create the request for the milestone in the "Project Payments" tile.
Share Payment Request
When a payment request is created and added to the "Project Payments" tile, you will see some icons in the "Payment Request" column.
Share by Email or Link
Click the "Share" icon, and this will open the modal to share the request through an email or share it by unique URLs created for each recipient.
Download or Preview
If you want to download and share the request or present the request, click the "View" icon for the request and click the "Download" or "Present" icons in the top-right corner of the request.
View Analytics
Click the “Analytics” icon to see data about which recipients viewed the payment request.