How to Send a Payment Request
The Payment Request feature allows you to email a secure payment link to your client, enabling them to pay their outstanding invoice balance online.
⚠️ Note: You must have an active payment account in Yocale to use this feature.
Step 1. Open the Invoice
Go to the invoice that has an outstanding or partially paid balance.
Note: Appointments with outstanding or partial paid invoices on the Calendar have this icon in the below screen. The partially paid icon is yellow however it will be in the same position. Paid invoices are green.
You can also find outstanding invoices under "Clients" > "Invoices". They will be labelled as "Outstanding".
Click the Send button on the bottom right. This will allow you to send the invoice with a payment request.
Step 2. Review and Customize the Request
In the pop-up window, review the client’s email address.
Add an optional message.
This message will appear in the email sent to the client
You will receive two options:
Send invoice as PDF without payment options
Send invoice with a payment link for quick and easy payment
Click this option
Step 3. Send the Payment Request
Click Send.
The client will receive an email containing a secure Pay link.
Step 4. Client Experience
When your client clicks the Pay link, they’ll be directed to Yocale’s secure payment page.
If you’ve enabled tipping in your Payment Method settings, the client will first see a Tip page where they can select or enter a tip. Check here
The client then completes the payment for the invoice balance.
✅ That’s it! Once the client pays:
The invoice status will automatically update to Paid.
A payment record will be created under the invoice.
You will also be notified that the payment has been processed.
Sending a Payment Request from a Drafted Invoice
Click the invoice draft you need to send. You will click "publish & send" on the bottom left of the invoice:
You will then be directed to the same invoicing page here:
Payment Requests for Partially Paid Invoices
If you have a Partially Paid invoice, it will be noted on the top right of the invoice. To send a payment request, you will click the send button on the bottom left. Your client will follow the same steps as above to complete the payment.
You will also see the amount that was partially paid on the invoice:
