You can easily request a payment from your client through Pilot. To learn how to do that watch this video or continue reading!
To submit your first payment request log into your account and go to Request payment tab. Click on the purple button, set an amount, choose a currency and upload an invoice (if requested).
Managing payment requests
Once you submit a payment request you'll be able to see its status in the Pending tab.
Pending — your payment request was submitted to your client for approval.
Processing — your request has been approved by your client and your payment was scheduled.
Completed — your payment was sent and is on the way to you.
If your payment request gets rejected by your client seek for a reason in Rejected tab. Client must provide a reason when rejecting a payment.
All completed payments will show in Completed tab.
Editing payment requests
For now, there's no way to edit or withdraw a payment request that has been submitted. If you made a mistake, submit a new payment request and ask your client to reject the previous one.
If you have any questions, don't hesitate to reach out to us at [email protected], or using the live chat option.