Payment Request in ERPNext
Payment Request is used to request payment from a Customer against a Sales Order or Sales Invoice.
It is an automated way to send payment reminders along with payment links via email, helping businesses collect payments faster.
Access Path
Home > Accounting > Accounts Receivable > Payment Request
1. Prerequisites
Before using Payment Request, ensure the following are created:
- Sales Invoice
- Purchase Invoice
- Sales Order
- Purchase Order
2. How Payment Request is Created
Payment Requests cannot be created manually. They are generated from Sales or Purchase documents.
2.1 From Sales Order
Go to Sales Order → Create → Payment Request (for advance payments).
2.2 From Sales Invoice
Go to Sales Invoice → Create → Payment Request to request payment against the invoice.
3. Payment Gateway Configuration
Select a Payment Gateway Account for proper accounting entries. ERPNext uses the gateway’s configured account head for journal posting.
Invoice/order currency must match the payment gateway account currency.
4. Notifying the Customer
Customers are notified via email using Print Format templates. If a customer email is available in the master record, it is auto-fetched.
5. Request Email Example
ERPNext generates an automated email with a payment link (if gateway integration is enabled).
6. Payment Request Without Gateway
If no payment gateway is configured, Payment Request can still be used as a manual reminder tool.
- Select Bank Account instead of gateway
- Add bank details in message body
- Customer manually transfers payment
7. Key Use Cases
- Advance payment collection
- Invoice payment reminders
- Automated payment links via email
- Bulk payment processing via Payment Order
