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How to send a payment request
Select your channel
Choose the channel you want to send the payment request through (SMS, email, WhatsApp, Instagram, or Facebook).
Click the dollar sign icon
Click the $ (dollar sign) icon in the message toolbar to open the payment request panel.
Fill in the invoice details
Complete the fields in the payment request dialog:
- Product or service name — what you are charging for
- Amount — the dollar amount to collect
- Currency — defaults to your account currency
- Description (optional) — additional context for the contact
Copy or send the link
- Click Copy Link to paste the payment link into your message manually.
- Or click Send to insert the payment link directly into the message box.
Supported channels
Payment requests can be sent through any channel where the dollar sign icon appears:| Channel | Payment request supported |
|---|---|
| SMS | Yes |
| Yes | |
| Yes | |
| Instagram DM | Yes |
| Facebook Messenger | Yes |
| Web Chat Widget | Yes |
How it works for the contact
When your contact receives the message, they see a payment link. Clicking it opens a secure hosted checkout page where they can enter their card details and complete the payment. You receive a notification when payment is completed, and the contact’s record is updated automatically.
Tracking payment status
After sending a payment request:- An Activity Card appears in the conversation thread showing the invoice status.
- When the contact pays, the status updates to Paid and a new Activity Card is logged.
- You can also view all payment activity in the Payments tab of the contact record.
Can I send multiple payment requests in the same conversation?
Can I send multiple payment requests in the same conversation?
Yes. Each payment request generates its own unique link. You can send as many as needed in a single conversation, and each is tracked separately.
What payment processors are supported?
What payment processors are supported?
Payment collection relies on your connected payment processor (Stripe, PayPal, or another supported integration). Configure your payment integration in Settings → Payments before sending payment requests.
Can the contact pay later?
Can the contact pay later?
Yes. The payment link stays active until the invoice is paid or manually voided. Contacts can open it at any time from any device.
Is there a fee for using payment requests in conversations?
Is there a fee for using payment requests in conversations?
Standard payment processor fees apply. HoopAI does not charge an additional fee for sending payment requests through conversations.