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Text to Pay Link Enhnacement

When we text a client a payment link and it shows as pending on the home page under "online payment requests", it would be nice if that didn't go away the next day. I would still like to see pending payments, if the client hasn't paid yet.

  • Guest
  • Jul 17 2024
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  • Guest commented
    17 Jul 21:53

    Yes, this is helpful. Thank you. It would just be nice if that number viewed on the home page, under "online payment requests", didn't 0 out at the end of the day.

  • Admin
    Laurie Rose commented
    17 Jul 21:19

    Thank you for your submission!

    Pending pay requests where the pay link was sent before "today" can be easily viewed by clicking the number (even when it is zero!) under Online Payment Requests on the Home page. This will take you to the Online Payment Requests tab on the Collect Payments page.

    The default date range is "today" but this can be adjusted.

    In addition to pending pay requests, you can see all pay requests including those links that have expired or errored, so you can see which ones you need to resend.

    You can also get to this information by clicking Collect Payments at the top of Neo then clicking the Online Payments Request tab.

    For complete details, see the View and mange online payment requests section of Send and manage online payment links.

    Would this existing solution be helpful?