How to Cancel a Payment Request

Open payment requests can be resent or canceled directly from the Payment Requests list. Use this guide to manage requests that need to be re-sent to a customer or removed entirely.

Where to Find Payment Requests

1. 1 In the left navigation, go to Open Orders.
2. 2 Click the Payment Requests tab to view all current payment requests.
3. 3 Locate the payment request you want to manage. You can filter by status or date range, or search by customer name.
4. 4 Click the ⋮ (three-dot) action menu on the right side of the row. From here you can Resend or Cancel the request.

Resending a Payment Request

Select Resend from the three-dot menu to send the same payment link to the customer again. This is useful if a customer says they didn't receive the original message or needs it sent again.

Canceling a Payment Request

Select Cancel from the three-dot menu if the request was sent to the wrong customer, wrong number, wrong amount, or if the repair order is no longer moving forward.

1. 1 Select Cancel from the three-dot menu.
2. 2 Type a reason for the cancellation in the field provided.
3. 3 Click Cancel to confirm. The payment request is removed and the link is deactivated — the customer can no longer use it to pay.

What Happens When a Payment Request Expires

Payment request links expire after a set period of inactivity. An expired link shows a status of Expired and can no longer be completed by the customer. Expired links cannot be reactivated.

If a customer tries to pay but the link has expired, send a new payment request from the repair order:

1. 1 Go to Process Transactions and locate the repair order.
2. 2 Click Process Payment, then select Payment Request.
3. 3 Confirm the customer's phone number, then click Send. A new payment request will be created and sent.