Invoice Requesters for the Cost of a Request

If local laws allow, you can charge requesters for the cost of fulfilling their requests. The Payments Module allows you to accept payments in NextRequest. NextRequest does not store your credit card information.

Important Notes

• In order to invoice requesters and process payments through NextRequest you must purchase NextRequest's Payments module. If you are interested in the Payments module, please contact Support. 

Invoice Requesters for the Cost of a Request

Once an invoice has been sent to a requester, they have the option to pay the invoice by credit card in NextRequest or coordinate with you to pay using another method. Only one invoice can be active on a request at a time.

1. Sign in to your account
2. Select the All Requests tab in the upper-left corner of the portal's dashboard
   
3. Select the request that you want to receive payments for
   
4. Click the Add Invoice tool (dollar sign) above the request's description
   
5. (Optional) Select an Invoice Template from the drop-down menu
   
   
   Note: Learn how to create Invoice Templates.
6. Enter the Message Contents in the text field
   
   
   Note: The message will be visible to the requester and staff.
7. Enter the total cost (in dollars) in the Invoice Amount field
   
8. Click the Send Invoice button in the lower-right corner of the pop-up window
   

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Delete an Invoice

1. Sign in to your account
2. Select the All Requests tab in the upper-left corner of the portal's dashboard
   
3. Select the request that has the invoice you wish to delete
   
4. Locate the request's Invoices section and click the Delete Invoice icon (trashcan) next to the invoice
   
5. Click the Delete button on the pop-up message that says You are about to delete an invoice. This action cannot be undone. Do you want to continue? 
   

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Mark an Invoice as Paid Offline

Requesters can pay an invoice directly in NextRequest however sometimes they may use another method to pay offline. In that case, you can manually mark an invoice as paid.

1. Sign in to your account
2. Select the All Requests tab in the upper-left corner of the portal's dashboard
   
3. Select the request
   
4. Locate the request's Invoices section and click the Pay Invoice icon (dollar sign) next to the invoice
   
5. Click the Save button on the pop-up message that says You are about to mark this invoice as paid. Do you want to continue?
   

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Supporting Articles

• Invoice Templates
• Stripe Payments Setup
• Cybersource Payment Setup