Improve Payment Request accuracy with Flow template

Improve Payment Request accuracy with Flow template

The Payment Request Flow is used by finance and accounting departments to speed up sales and accounting processes as well as ensure paperwork accuracy.

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Take Advantage of a Pre-Built Workflow to Automate Your Business Processes

By automating the Payment Request Flow, companies complete routine operations ten times faster and far more accurately. Accounting specialists don’t have to waste their time on repetitive manual routines. Instead, these are done by Bots which can be configured without a single line of code. Check out the benefits you get by automating your workflow with airSlate:

  1. Collect the data you need quickly and accurately.
  2. Control access to sensitive documents and track all changes.
  3. Optimize staff working hours with logic-driven document routing.
  4. Get collected data exported to your CRM without errors and data loss.
  5. Easily collaborate with your team and edit documents in a single workspace.

The Payment Request Flow simplifies accounting tasks and helps your team achieve strategic goals faster. Now you have an automated end-to-end workflow at your fingertips, and it doesn't’t require any special knowledge to get started.

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Pre-fill Payment Request fields from a CRM, Spreadsheet or database records

Extract data from Payment Request to a CRM, Spreadsheet or database

Archive Payment Request to Google Drive, Dropbox, OneDrive and other cloud storage services

Assign recipients to fields and route the document automatically

Automate repetitive tasks in CRMs, G Suite, and other systems of record

Save an average of 8 hours per week with an automated Payment Request workflow

Spend an average of 10 minutes to complete a Payment Request document

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No-code automation, integrations, configuration and distribution of Payment Request

  • Add additional fillable fields to Payment Request

    Workflow document feature example Workflow document feature example

  • Embed fillable Payment Request in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example

  • Collect payments for Payment Request

    Workflow document feature example Workflow document feature example

  • Authenticate recipients for Payment Request

    Workflow document feature example Workflow document feature example

  • Request attachments for Payment Request from recipients

    Workflow document feature example Workflow document feature example

  • Integrate Payment Request with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in Payment Request

    Workflow document feature example Workflow document feature example
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Documents & Forms included:
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Automate document workflows with airSlate products

Deploy any workflow with an all-in-one workflow automation platform.
Workflow features examples
Robotic Process Automation
Configure no-code airSlate Bots in minutes to pre-fill or extract data, integrate into a single or multiple systems of record, automate routing and decisions, or set up reminders, and notifications. Any repetitive task can be done by an existing Bot, or we can build a new one.
 Workflow features examples
Document Generation
The most powerful document generation engine with text tags, fillable fields, eSignature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
 Workflow features examples
Accept payments
Connect to a payment gateway and accept credit cards, ACH or other forms of payment. Use no-code airSlate Bots to quickly integrate payment collection into contract negotiation, quote-creation, invoicing or accounting.
 Workflow features examples
Workflow automation
Automate routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
 Workflow features examples
Contract Negotiation
Pre-fill, generate from templates, comment, redline, track changes, approve and eSign contracts in a single, integrated no-code business automation platform.
 Workflow features examples
Built-in eSigning
Use airSlate’s enterprise-grade eSignature to set up any multi-signature role-based workflow.
 Workflow features examples
Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
 Workflow features examples
Contract Management
Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
 Workflow features examples
Аdvanced analytics
Custom analytics are as easy to set up as our no-code airSlate Bots. Create graphs and reports based on any field in a document, data value, or activity in your workspace.

No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Top-notch security and compliance

Stay up to date with industry-leading security standards to protect your sensitive information
Learn more about security
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PCI DSS certification
Payment Card Industry Data Security Standard
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SOC 2 Type II Certified
System and Organization Controls (Type Ⅱ)
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GDPR compliance
General Data Protection Regulation
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HIPAA compliance
Health Insurance Portability and Accountability Act
Learn more about security

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Move your company procedures forward by setting up a powerful payment request flow

Are you trying to find more efficient ways of managing your everyday procedures and organization transactions? Look no further than airSlate. It’s a multi-cloud, no-code service that helps increase the pace of a company’s crucial paper-based procedures and make them certified with business standards.
Figure out how to create and configure the payment request flow and dramatically decrease the time you and your colleagues spend on routine duties with this guide.

How to create and set up the payment request flow

  1. Register a free account with airSlate. Log in to your existing account if you’ve already registered one.
  2. Once logged in, go to the Workspace section. Decide on a Workspace to operate in or make a completely new one.
  3. In the All Flows tab, click on a new Flow or launch an existing one.
  4. Add a new document by uploading one or creating one completely from scratch. You will be provided with a myriad of document editing tools.
  5. If you’re after a business- or Flow-specific form(s), like the payment request flow, make sure you browse the library of pre-made templates.
  6. Revise the form(s) by including fillable fields, eliminating and highlighting or annotating textual content. Set up the execution logic for each field.
  7. Assign the roles by designating every field and/or restricting access to particular parties.
  8. Put configurable Bots and improve the Flow.
With airSlate, you gain more freedom to concentrate on essential duties that will push your business forward. Give it a try and begin creating your workflows without a single line of code.

Payment Request by State

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Asking for payment from clients over the phoneMake sure youre talking to the right person.Introduce yourself.Have a good idea of what you want.Get straight to the point.Speak calmly and clearly.Do not let the emotions get the better of you.Summarize everything at the end of the call.

Anybody can pay you from their cards or PayPal balance. Your request is simply emailed and paid just as simply. You can request payments and find out you have been paid in a blink of an eye, whether at home or out and about.

A payment request is a hyperlink, sent to a buyer by a seller. The hyperlink redirects the buyer to a secure checkout, where he or she makes the requested payment. The customer fills in their card details in the checkout and pays for the desired service or product.

The Payment Request API is a new W3C web standard being introduced to make payments easier on a merchant website. It replaces the traditional billing address, shipping address and credit card forms with a browser dialog to efficiently get data from the user to the merchant.

The customer selects the payment method, presses Pay, and is asked to authorize the payment. This action produces an object that is passed to the merchant and contains all the information the user entered through the UI, as well as payment details from the chosen payment method.

Tips for how to write an invoice via emailInclude the invoice as an attachment. Dont paste your invoice into the body of the email. ... Include all the important information in the subject line. ... Consider using an invoice template. ... Make sure your invoice includes everything the client needs to know.

How to Ask for Payment ProfessionallyCheck the Client Received the Invoice. ... Send a Brief Email Requesting Payment. ... Speak to the Client By Phone. ... Consider Cutting off Future Work. ... Research Collection Agencies. ... Review Your Legal Options.

Asking for payment from clients over the phoneMake sure youre talking to the right person.Introduce yourself.Have a good idea of what you want.Get straight to the point.Speak calmly and clearly.Do not let the emotions get the better of you.Summarize everything at the end of the call.

A payment API is an API application programming interface that enables ecommerce businesses to seamlessly manage payments. Payment APIs have the power to optimize the payments process for both businesses and shoppers, as they can make transactions faster and more secure.

The Payment Request API is meant to reduce the number of steps needed to complete a payment online, potentially doing away with checkout forms. It aims to make the checkout process easier, by having payment apps store a users details, which are then passed along to a merchant, hopefully without requiring an HTML form.

To request a payment, a web page creates a PaymentRequest object in response to a user action that initiates a payment, such as clicking a "Purchase" button. The PaymentRequest allows the web page to exchange information with the user agent while the user provides input to complete the transaction.

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