How to Send a Payment Request on Veem

Veem makes it easy to create and send customized payment requests. To create and send a payment request with Veem; clients can opt to either send one without an invoice attachment or upload one (if they have any).

Check this video for the steps or follow the below steps by steps instructions to learn how you can send a payment request on Veem.

Option 01: Create and Send a Payment Request (without an invoice attachment)

Step 1:Log in to 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: Start by entering 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, start by adding their primary email and country.

Additionally, you can opt to create a contact (add a new contact) if you have your customer's business, contact, and banking information. 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: 

1. The date that will appear on the invoice
2. Payment terms for the invoice (e.g. due upon receipt, due within 30 days, etc.)
3. The amount and currency you wish to be paid in
4. The scheduled and the due date if you wish to schedule for a later time
5. The purpose of Payment

Step 5: Please click on "Additional Information" and on the next page, you can opt to include additional information such as the invoice number.

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 "Send Request" button.

Option 02: Create and Send a Payment Request (with an invoice attachment)

Please follow steps 01, 02, 03 and 04 as outlined above.

Step 5: Please click on "Additional Information" and on the next page, you'll see an option to upload an invoice.

Step 6: Once the invoice has been uploaded, 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 "Send Request" button.

Still need help? You can chat or call our Customer Support team here.