💸 Send Payment Requests to Customers in Fleetwire!

Stop chasing your money—make it easy for customers to pay you online with payment links in Fleetwire! Whether you’re requesting a deposit or final payment, you can create secure payment links that customers can access via email, SMS, or even a QR code for in-person payments. Let’s walk through how to create, send, and manage payment requests to streamline your rental business.

🎯 Why Use Payment Requests?

Payment requests in Fleetwire help you:

• Get Paid Faster: Send secure links for customers to pay online with just a click.
• Simplify In-Person Payments: Use QR codes for quick, contactless payments during pickups.
• Stay Flexible: Choose to charge immediately or authorize funds for later capture.

🛠 How to Send Payment Requests

Follow these steps to create a payment link, share it with your customer, and manage the request if needed.

Step 1: Create a Payment Link

Generate a payment link for an order directly from your Fleetwire dashboard.

1. Go to Orders and select an order.
2. Click the Payment button for that order.
3. Choose Request Payment as the payment method.
4. Select either Charge (to bill immediately) or Authorize (to hold funds for later capture).
5. Fill in the Amount you want to request.
6. (Optional) Add a Description to clarify the payment (e.g., “Deposit for Tesla Model X rental”).
7. Click Create Payment Link.

Step 2: Share the Payment Link with Your Customer

Send the payment link to your customer via their preferred method.

1. After creating the link, copy it to your clipboard to paste into any message (e.g., email, chat).
2. Alternatively, click Send SMS to text the link directly to the customer’s phone number on file.
3. For in-person payments, Fleetwire generates a QR Code—display it for the customer to scan with their phone camera.

Step 3: Customer Completes the Payment

Your customer can pay using the link or QR code with your enabled payment methods.

1. The customer clicks the payment link or scans the QR code.
2. They’ll be directed to a secure payment page to complete the transaction using the payment methods you’ve set up (e.g., Stripe, Square).

Step 4: Cancel a Payment Request (If Needed)

If the payment request is no longer needed, you can cancel it easily.

1. In the same order view, hover over the pending payment request.
2. Click Cancel Request to void the payment link.
3. If the customer visits the payment URL after cancellation, they’ll see a message that the request has been canceled.

Step 5: Test Your Payment Flow

Verify that the payment process works smoothly for both you and your customers.

1. Create a test order in Orders and generate a payment link.
2. Open the link in a private browser window to simulate the customer experience—ensure the payment page loads correctly.
3. Test the SMS option by sending the link to a test phone number.
4. For in-person scenarios, scan the QR code with your phone to confirm it directs to the payment page.

🌟 Payment Requests Sent, Payments Made Easy!

You’ve successfully set up and sent payment requests in Fleetwire! Your customers can now pay online or in-person with ease, and you can manage payments directly from your dashboard. Test a payment link today to see the process in action.

🚀 Next Steps

Keep your payment process running smoothly with these tips:

• Set Up Stripe: Connect your account with Integrating with Stripe.
• Set Up Square: Add Square payments with Setting Up Square Payments in Fleetwire.
• Track Payments: Monitor payments with Registering External Payments and Refunds in Fleetwire.
• Need Help? Contact us at hi@fleetwire.io or via the in-app chat.

Happy billing! 🌟

Updated on: 15/05/2025