Send a Payment Request (Pay Link)
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What's a Payment Request?
A payment request is a fast way to collect money without creating a formal invoice. You enter an amount and description, Truss generates a link, and the customer clicks it and pays — no account needed on their end.
Tip: Use payment requests for small, quick collections: deposit on a new job, change order payment, partial payment from an existing customer.
How to send a payment request
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Go to Quick Actions → Request Payment.
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Enter the amount and add a short description (e.g., "Job deposit — Martinez kitchen remodel").
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Choose how to send: via text, email, or copy the link to paste anywhere.
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The customer receives the link, clicks it, and pays by bank transfer (ACH) or card.
How payment requests differ from invoices
| Feature | Invoice | Payment Request |
|---|---|---|
| Line items | Yes | No — just amount + note |
| Customer record | Required | Not required |
| QBO sync | Yes (if enabled) | No |
| Speed | Formal, tracked | Fast, ad-hoc |
Tracking payment requests
Sent payment requests appear in your Invoices list with a "Request" label. When paid, they update automatically and show in your transaction history.