Learn how to send payment requests via text message directly from the HoopAI Platform — from desktop or the mobile app.
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.
The Text 2 Pay Invoicing lesson in the HoopAI Academy
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.
In the Conversations area, open the message thread with the contact you want to request payment from.
Opening a conversation to send a Text 2 Pay invoice
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.
The Invoice icon in the Conversations message composer
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.
The contact receives a secure payment link via text message
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.
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.
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 sent to their phone.
Customizing invoices
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
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.
