Creating a payment request is SUPER simple with Maroo. Below is a quick video on how it works. Plus, a step-by-step instructional below. Enjoy!
5 Steps to Setting Up a Maroo Request
Click Create Invoice (it's the coral button in the upper right hand corner of your dashboard)
Add client's information and the total contract amount. (If it's a business, toggle over to "business"). If you want to send automated reminders, toggle that on and your client will receive payment reminders 1 month, 1 week, 3 days, and 1 day ahead of the due date. Learn more about what auto-reminders look like and how often they go out..
If you are breaking up the payments for your client to pay them between now and the event, then go ahead and schedule them out next. You can set the amount they owe and due date and add as many as you want! Last, attach files (like the itemized invoice or any other document having to do with the payment). and hit "Continue"
Choose the payment methods you want to accept. We make it easy for you to pass on the card processing fee! (You can do that in your settings when you are creating your Maroo account.)
Review the payment request and make sure everything looks good to you. Then, click +Email payment request (that will email the payment request directly to the client) or click +Show payment link (that will generate a link that you can copy and paste into to any email or template you want!).
That's it! Once you send it out to your client or create that payment link, it will move from "Draft" mode to "Scheduled" and you will see that reflected in your dashboard.
How Does a Maroo Payment Request Look to Your Client?
Watch the video above to see what they will see on their end or see more here in our other article about how your clients will their Maroo payment requests.
How Long Will It Take To Process Payments?
Once your client pays, Maroo will process the payment. If they pay you with a card (be it debit or credit), then you get paid in 1-2 business days. If they pay you with a free bank transfer, then the processing time is likely to be slightly longer (on average 4 business days). Learn more about our processing times here.
Want to Sync Up With Your Quickbooks?
You can sync your Quickbooks Online account with your Maroo account via the settings area of your dashboard. It's under "integrations" and it will prompt you to enter in your Quickbooks password to sync. Once that's done, your payment requests should sync up and carry over to Quickbooks. Another way to tell that a payment request is syncing with your Quickbooks is that you will see this rotating arrows icon next to your payment requests 🔄.
Still have questions about how to set up a payment request? Reach out to us via [email protected]