Payoneer delivers invoice payment solutions that let businesses pay and get paid, quickly, easily, and from anywhere.
REQUESTING A PAYMENT
Payoneer makes it easy to request payments from your clients
directly from your Payoneer account. All you have to do is send a detailed
payment request and, if you choose to do so, attach an invoice using the
integrated free invoice builder. Your client will receive the payment request
and attached invoice by email, with instructions on how to pay along with
supported payment methods.
So, how do you send an invoice and request a payment with
Payoneer?
1. First, sign
in to your Payoneer account. Don’t have a Payoneer account yet? Register to
send a payment request.
2. If you have not used ‘Request a Payment’ before, you will
be asked to provide information about your business and supply documents to
confirm your identity. These steps are necessary to verify that your business
is supported under our terms of service and to prevent fraud and identity
theft.
3. Select ‘Request a Payment’ from your account menu and
pick the client you are invoicing from your contacts. You can add new payers at
any time.
4. Once you have chosen the contact you will be invoicing,
you will be asked to supply additional payer details, including whether they
are an individual or company and identifying information.
5. After entering payer details, submit payment request
information:
- Payment
amount
- Payment
currency
- Description
of services or products supplied
- Payment due date
Many countries require the provision of tax-compliant
invoices with every sale. With Payoneer’s ‘Request a Payment’ function, you can
create professional PDF invoices via the integrated Free Invoice Builder application.
Alternatively, you can attach your own self-made invoice.
6. Attach a PDF of your invoice, or your own self-made
invoice, to your Payoneer payment requests. Before sending, you can preview the
email that will be sent to your client along with the attached invoice. In case
you prefer sending your client the payment request from your own email address,
at the end of the process you will also have the option of sending a link to
the invoice.
7. Once you have looked over the email preview, click ‘Request
Payment’. Within moments your client will receive the invoice and payment
details.
8. Once the payment is sent by the client, you will receive
a confirmation email.
To keep track of your payments and for easier record
keeping, you can also look up previously sent invoices and payer details
through your Payoneer account management tabs.