Watch our video walk-through:
Before collecting a payment, ensure you have set your payment portal link. To learn more about how to activate your unique link, click here.
Note! Do not enter your own email address that you have with Truss if your customer does not have their own email address. This will log them into the payment portal using your email and may cause confusion and they will be able to pay using your connected bank accounts*.
*They do not have access to your bank accounts/funds but will be able to see your attached accounts (see image below) and your Truss Funds.
Step-by-step instructions
On the left side of the Truss dashboard, click 'Invoices'.
On the top right corner of the dashboard, click 'Create invoice'.
Select the customer from the dropdown menu, or click '+ New customer' if you are invoicing someone new.
To add a new customer, enter their name, email, and phone number, then click 'Add'.
Fill in the amount that you are requesting, and add a description. Optionally, you can add a message, an internal memo and a due date. Then click 'Next'.
Review your payment details and check the box next to 'Text message'. When you are satisfied, click 'Send invoice'.
The invoice is now sent. Your customer will receive a text message with a link to access and pay the invoice in your payment portal.
