Check this video for the steps, or follow the below step-by-step instructions to learn how to send a payment request on Veem.
Option 01: Create and Send a Payment Request (without an invoice attachment)
Step 1:Log into your Veem account.
Step 2: Select the "Get Paid" button from the lefthand of the Dashboard. Then, select the first tab, "Request Payment."
Step 3: Enter the recipient's email address. If they already have a Veem account, their contact information will populate automatically.
If the recipient does not have a Veem account, you can start by adding their primary email and country.
Additionally, if you have your customer's business, contact, and banking information, you can opt to create a contact (add a new contact). This can help streamline your payments and make processing faster for both sides.
Step 4: After entering the recipient's email address (and details), on the next page, please add the basic invoice information, such as:
- The amount and currency you wish to be paid in
- The schedule and the due date if you want to schedule for a later time
- The purpose of Payment
- The Payment Description
You can also choose whether or not you want to cover the payer's card fees or, if applicable, speed up the payment speed here.
Step 5: Please click on "Next." On the next page, you can choose to include additional information, such as an invoice number, notes to the payer, or CC additional people on the payment request. YOu can also upload a digital invoice here if you have one.
Step 6: Once all the details are included, please click on the "Review" button.
Step 7: Review the details on the next page, and feel free to make any changes that are necessary. Once the review is complete, please click the "Send Request" button.
Still need help? You can chat or call our Customer Support team here.