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Text 2 Pay lets you send a payment request to any contact in seconds — directly from a conversation on desktop or the mobile app. The contact receives a secure payment link via text and can pay immediately. All payments collect through your connected payment gateway (like Stripe) with no additional tools needed.
Text 2 Pay invoicing article

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Why this matters

Collecting payment from a client used to require sending a separate invoice email, waiting for them to find it, and hoping they pay. Text 2 Pay eliminates all of that friction. Send a payment link in the same conversation you are already having — they pay in seconds, right from their phone.

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How to send a Text 2 Pay invoice

1

Open a conversation with the contact

In the Conversations area, open the message thread with the contact you want to request payment from.
Conversations area
2

Click the Invoice icon

In the message composer, find the Invoice icon (dollar sign or receipt icon). Click it to open the invoice creation dialog.
Invoice icon in conversations
3

Add line items

Add the products or services to the invoice:
  • Product name: Describe what is being charged
  • Price: Enter the amount for each line item
  • Quantity: Set the quantity if applicable
  • Tax: Add applicable tax if needed
You can add multiple line items for projects with several components or services.
You can create reusable products in your Payment Products library so you do not have to retype common items each time.
4

Set the due date

Choose a due date for the payment. This appears on the invoice the contact receives and helps set clear expectations.
5

Send the invoice

Click Send. The contact receives a text message with a secure payment link. When they click the link, they are taken to a payment page where they can complete the transaction with any major credit or debit card.
Text 2 Pay payment link
6

Track payment status

In the Payments section of the platform — or within the contact’s profile — view whether the invoice is pending, paid, or overdue.

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Key points

Text 2 Pay is fully available on the HoopAI mobile app. Send invoices and collect payments from anywhere — at a client meeting, on a job site, or while traveling. Full payment capability in your pocket.
Payments are processed through your connected Stripe account. Contacts can pay using any major credit or debit card through the secure payment link sent to their phone.
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.
Text 2 Pay invoices are best for collecting payment from an existing contact during a conversation. Order forms (attached to funnels or websites) are better for self-service purchases from leads who have not yet been contacted directly.

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Key benefits

Request payment from any contact in seconds without complex processes or separate tools.
Send invoices and collect payments on the go from the mobile app at any time.
Customize products and prices for unique projects, discounts, or special rates per client.
Payments flow directly into your connected Stripe account without any extra steps.
Easily track paid, pending, and overdue invoices from one central location.
Last modified on March 8, 2026