Lesson 4 of 10
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How to Create a Payment Request

Welcome to our course on How to Create a Payment Request under Accounts Receivable in Parsimony.com! In this course, we will guide you through the process of creating a payment request for a customer’s outstanding invoice in Parsimony.com’s accounting module.

A payment request is a simple and efficient way to remind customers about their outstanding payments and request payment for the same. It allows you to send a polite reminder to the customer with all the necessary payment details such as the amount due, invoice number, and payment instructions.

In this course, you will learn:

  1. The definition and purpose of a payment request
  2. How to navigate to the payment request page in Parsimony.com’s accounting module
  3. How to select the appropriate customer and invoice for which the payment request is being made
  4. How to customize the payment request message and payment details
  5. How to save and send the payment request to the customer

By the end of this course, you will have a thorough understanding of how to create a payment request for a customer’s outstanding invoice in Parsimony.com’s accounting module and use it to manage your accounts receivable effectively.

Join us today and take the first step towards financial management success with Parsimony.com!