How to Request a Payment from a Client

Learn how to request a payment from a client for deposits, invoices, or work orders. Follow our step-by-step guide to send secure payment requests via email or SMS and manage payments efficiently.

November 3, 2025 By Dominik Black

In this guide, we'll learn how to request a payment from a client using the customer profile. This process can be used for down deposits, parts invoices, or work orders. You will see how to enter payment details, attach files, and send the request by email or SMS.

You will also learn how to track payment requests and receive notifications once payment is completed.

Let's get started

In this module, we will cover how to request a payment from a client. You can request a payment for a down deposit on a unit, a parts invoice, or a work order.

Step #1: Start by searching for the customer you want to request payment from. — Start by searching for the customer you want to request payment from.

Go to their customer profile.

Step #3: Once you arrive, click the "Others" tab, — Once you arrive, click the "Others" tab,

Step #4: then select "Payment List." — then select "Payment List."

Step #5: You can easily request a payment by clicking the Request a Payment button. — You can easily request a payment by clicking the Request a Payment button.

Step #6: Begin by entering the opportunity name related to the payment. — Begin by entering the opportunity name related to the payment.

Step #7: Enter the amount you wish to charge the customer. — Enter the amount you wish to charge the customer.

Step #8: You can enter any description you want and attach any necessary files, such as an invoice. — You can enter any description you want and attach any necessary files, such as an invoice.

Step #9: You can send your request to the customer by email or SMS. — You can send your request to the customer by email or SMS.

Step #10: Once you finish this, click Send Payment Request. — Once you finish this, click Send Payment Request.

Step #11: Now that the payment has been sent, you can view your requests in the payment list as open. — Now that the payment has been sent, you can view your requests in the payment list as open.

The customer will receive a secure payment request, allowing them to enter their credit card details from home to complete the payment. Once you receive payment, you will be notified in Traction.

If you still have questions after consulting this article, please feel free to contact our support team at: support@tractiondk.zohodesk.com