Request a Payment - Merchant Guide

This guide walks you through creating a payment request manually in the Paynote portal. A merchant account is required.

Step 1: Create a Payment Request

Navigate to the left panel and click:
Create Payment → Get Paid (Debit)

Fill in the following details:

• Customer Name
  (Saved for future use if the customer is recurring)
• Customer Email
  (Saved for future use if the customer is recurring)
• Payment Amount
• Description
• Optional: Statement Descriptor
  (This will appear on the customer’s bank statement)

Step 2: Select Payment Type

Choose one of the following options:

• Direct Debit
  Requires an existing customer with a bank account that is connected and authorized for future debits.
  Alternatively, you can manually enter the customer’s bank details (requires risk team approval and ACH Auth).
• Invoice
  Can be used for both new and existing customers. An invoice is emailed to the customer for payment completion.
• Subscription
  Sends the customer an email with a link to review and confirm the subscription.

You're All Set!

• View the customer payment flow here
• Learn how to monitor customer payment status here