How to Use Payment Requests
The Payment Requests feature allows you to create an invoice directly within the Carpay portal to easily send to your customers via text or email. Once you send the invoice to your customers, they will be able to make the payment right away!
Payment Requests feature:
Makes it easier to collect payments non-loan related (such as down payments, service work, misc. fees, etc.)
Provides a detailed invoice that is sent directly to the customer
Creates a hassle free way to collect payments from customers for services provided to them
Using the Payment Requests feature
1. Click on the “Payment Requests” tab on the left-hand side of the screen under the navigation bar
2. Select “+Add New Invoice” in the right-hand corner
3. Enter in the requested information:
Phone Number (if sending invoice by text, this is the number that will receive the texted invoice)**
Customer Email (if sending invoice by email, make sure you enter a valid email address)**
Summary (example: Joe Smith - Oil change and AC repair)
Description (example: Joe Smith - Oil change and AC repair)**
Click the “Add” button next to “Details” if you want to add additional charges to the invoice
You can "Add" a convenience fee, if that is something you implement
Private Notes (example: Joe Smith - 3rd time fixing his AC in the past month)**.
Private notes will transfer to the memo on the "Paid Invoices" tab and the "Recent Payments" page. Make sure you enter anything here that you want to be visible and searchable on the other pages. This information is private/hidden from the customer. ** indicates that the field is required to create invoice
4. Click “Save & Send”
Once the invoice is paid, it will move over from the “Active Invoices” tab to the “Paid Invoices” tab.
You have the option to download the invoice histories as a CSV or PDF at any time.
If a customer pays via credit card, the invoice will automatically move to the “Paid Invoices” tab.
If a customer pays via cash, you can manually move the invoice to the “Paid Invoices” tab by selecting the drop-down menu under the “Actions Column” and selecting “Mark Paid.”
If the invoice is manually marked paid, it will NOT show under the recent payments tab.
How to Use Payment Requests
The Payment Requests feature allows you to create an invoice right in the Carpay portal to easily send to your customers via text or email. Click here to view the "Payment Requests" support article.
Taking Down Payments & Misc. Payments: Virtual Terminal
With Carpay you will also get a general virtual terminal for all payments that aren't part of the original installment contract. You can use the Virtual Terminal for things like: Down payments Tag/Title fees Repair bills Non-BHPH deals (cash car ...
What are all the services Carpay offers?
Question: What all do I get when I signup for Carpay? Answer: When you signup for Carpay, you'll be given unlimited access and use to the following: Online Customer Portal: www.pay.carpay.com - This is where your borrowers can login from any web or ...
Making a Payment on the Carpay App
The Carpay app provides a fast and easy way for customers to make a payment towards their loan and view past loan payments.
Virtual Terminal: Taking Down Payments & Misc. Payments
With Carpay you will also get a generic virtual terminal for all payments that are not part of the original installment contract. Go to the "Taking Down Payments & Misc. Payments: Virtual Terminal" article.