How to send a Text 2 Pay invoice
Open a conversation with the contact
In the Conversations area, open the thread with the contact you want to request payment from.
Click the Invoice icon
In the message composer, look for the Invoice icon (dollar sign or receipt icon). Click it to open the invoice creation dialog.
Add line items
Add the products or services to the invoice:
- Product name: Describe what is being charged
- Price: Enter the amount
- Quantity: Set the quantity if applicable
- Tax: Add applicable tax if needed
Set the due date
Choose a due date for the payment. This appears on the invoice sent to the contact.
Send the invoice
Click Send. The contact receives a text message containing a secure payment link. When they click the link, they are taken to a payment page where they can complete the transaction using a credit or debit card.
Key points
Sending from the mobile app
Sending from the mobile app
Text 2 Pay is fully available on the HoopAI mobile app. You can send invoices and collect payments from anywhere — at a client meeting, on-site job, or while traveling.
Accepted payment methods
Accepted payment methods
Payments are processed through your connected Stripe account. Contacts can pay using any major credit or debit card through the secure payment link.
Customizing invoices
Customizing invoices
You can customize line items, prices, and descriptions for each invoice. This is ideal for custom projects, one-time services, discounts, or special promotions where amounts vary by client.
Invoice vs. order form
Invoice vs. order form
Text 2 Pay invoices are best for collecting payment from an existing contact in a conversation. Order forms (attached to funnels or websites) are better for self-service purchases from cold or warm leads who have not yet been contacted.
Key benefits
- Fast collection: Request payment from any contact in seconds without complex processes.
- Mobile convenience: Send invoices and collect payments on the go from the mobile app.
- Flexible pricing: Customize products and prices for unique projects, discounts, or special rates.
- Integrated payments: Payments flow directly into your connected gateway (Stripe) without any extra steps.
- Payment tracking: Easily track paid, pending, and overdue invoices from one location.
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