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Sending a Payment Request in Content Copilot | Content Copilot

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Sending a Payment Request in Content Copilot

Learn how to send a payment request using Content Copilot. Follow this step-by-step guide to request payments from your contacts efficiently.

1. Choose 'Contacts' to start sending your payment request.

1 To get started, click here.

2. Select the relevant contact for your payment.

2 Following that, click on "Kyle Chavez".

3. Next, initiate a payment request.

3 After, click on the element.

4. Enter the name of the item or service.

4 Following that, click here.

5. Specify the price and currency of the item.

5 Click here.

6. Now, add this item to your list.

6 Click on "Add an item".

7. Add another item by entering its details next.

7 Click here.

8. Remove any unnecessary items if needed.

8 Following that, click on the element.

9. Set the invoice due date.

9 Upload

10. Confirm the chosen due date.

10 Then, click on "19".

11. Expand the section for more options.

11 Click on "Additional options".

12. Adjust payment methods as required.

12 Now, click on "Item name".

13. Preview your payment request to ensure accuracy.

13 Then, click on "Preview".

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