--- title: "Send a text, email, or link to request payment with Helcim" slug: "create-and-send-payment-requests" description: "Follow our guide to creating and sending a Payment Request via email, text, or link. Learn the steps from your Helcim dashboard or POS app." updated: 2026-07-23T16:02:37Z published: 2026-07-23T16:02:37Z canonical: "learn.helcim.com/create-and-send-payment-requests" --- > ## Documentation Index > Fetch the complete documentation index at: https://learn.helcim.com/llms.txt > Use this file to discover all available pages before exploring further. # Create and send Payment Requests Ready to get paid quickly? Creating and sending a Payment Request is a fast and easy process, whether you're at your computer using the Helcim web dashboard or on the go with the Helcim POS app. --- ## Starting a new request --- To begin creating your payment request, follow these steps on your preferred platform. --- **On the Helcim Dashboard (web browser)** 1. [Login](https://hsso.helcim.com/login) to your Helcim account. 2. Click on **All Tools**, and then **Payments**. ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/image-9UJ6EL5T.png) 3. Select **Take payment** from the top right hand side. 4. Click Send payment request ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/image-DEVL93QY.png) --- **On the Helcim POS App** 1. Select **More** from the bottom menu 2. Select **Payments**, then **Payment requests**. 3. Tap the **New Payment Request** button. ![Creating a new payment request on the Helcim POS app](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/new-payment-request-mobile.png) --- Then, you'll fill in the necessary information for the payment request. ****Attach a customer**** Linking the request to a customer is mandatory. Tap **Attach** under the Customer heading. Start typing to search for an existing customer, or tap **Add new customer**. | ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/sparkle.png) | If you want to remove a customer from the request, use the **unlink** icon. | | --- | --- | ![Attaching a customer to a payment request in the Helcim dashboard](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/attach-customer.png) ****Enter the payment amount and other details**** Specify how much you need to collect and add any useful notes. Here you can enter the amount, toggle tax on or off, and add an optional invoice number or description. ![Adding payment details to a payment request in the Helcim dashboard](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/payment-details.png) ****Select a payment method**** Choose how your customer can pay. Use the dropdown to select Credit Card, ACH, or both. | ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/pencil-white.png) | In order to use [Helcim Fee Saver](/v1/docs/what-is-helcim-fee-saver), you’ll need to provide both Credit Card and ACH as payment options. | | --- | --- | | ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/pencil-white.png) | If you don’t see an option for ACH, you may not have enabled ACH payments in your account settings. Learn how to enable them [here](https://learn.helcim.com/docs/getting-started-with-helcim-ach-payments). | | --- | --- | ![Selecting a payment method for a payment request in the Helcim dashboard](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/payment-method.png) ****Toggle Fee Saver**** If you have [Helcim Fee Saver](/v1/docs/what-is-helcim-fee-saver) enabled on your account, you can choose whether to apply it to this specific payment request. Toggle **Fee Saver** on or off. When on, it passes the credit card processing fees to your customer as a convenience fee. ![Toggle Helcim Fee Saver block in a payment request](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/toggle-fee-saver(1).png) ## **Sending the request** --- Decide how you want to deliver the payment request link to your customer. - Select how to share the payment request (Text, Email, or Link). - If you choose **Text**, enter the mobile number to send to (this will be automatically filled in for you if there’s a number already saved to the customer). - If you choose **Email**, enter the email address (this may also be filled with an existing customer email). Select **Send** once you’re ready to send the payment request. | ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/settings.png) | If you choose **Link**, tap **Generate Payment Link**, then tap **Copy Link**. Share the link with your customer through your channel of choice! | | --- | --- | ![Sharing a payment request in the Helcim dashboard](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/share-request.png) ## --- ### More about sending options - For sending requests through **text**, the content of the SMS message is preset and cannot be edited. - For **emailed** requests, you have the option to adjust the email copy before sending. - If you choose the **Link** option, the request is not automatically sent by Helcim—you are responsible for sharing the copied link with your customer. --- ## What your customer experiences when paying --- Once you send the request, your customer receives a link via text, email, or the method you chose. 1. They click the link and are taken directly to a simple, secure payment page. 2. They enter their payment information (credit card details or bank account details for ACH). - If they are a repeat customer, there may be saved card details on the page. 3. If paying by ACH for the first time using a new bank account, they will need to complete a quick authorization agreement. 4. They submit the payment. 5. They'll receive a confirmation email and a receipt (and a copy of the authorization form for ACH). ![The customer view of a Helcim payment request](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/payment-request-end-view.png) ## ## Next steps --- You've successfully created and sent a payment request! Now you'll want to keep track of its status. | ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/cursor.png) | Our next article will show you how to view and manage your [outstanding and paid requests](/v1/docs/view-and-manage-payment-requests). | | --- | --- | --- ### FAQs **Is attaching a customer always required?** Yes, attaching or creating a customer profile for each payment request is mandatory. If a customer is new to your business, you can select **Add a new customer** to save their information in the request for next time. **Can I turn Fee Saver on or off for individual requests?** Yes, if you have Fee Saver enabled on your account, you can toggle it on or off for each individual Payment Request when creating it. Just look for the **Fee Saver** tile after selecting your payment options. **Do customers need a Helcim account to pay?** No, your customers do not need a Helcim account to pay a Payment Request. They just need to click the link and enter their payment information.