Bulk Payment Requests

Recover hours wasted chasing payments! – Bulk Payment Requests

Use Bulk Payment Requests to send out multiple payment links at once and let the automated reminders do the work.

Here’s how:

In your Payflo dashboard, go to the Requests tab (the 1st tab).
Click on 'Upload Bulk List' (right beside 'Create Payment Request').
Follow the instructions and create a spreadsheet with the required information (i.e. email, customer, amount, description).
If you have the 'Custom Bulk Upload' add-on you can include more info / data by populating more columns (if you want to learn more about this feature please contact us).
Make sure to save the spreadsheet as an .xls or .xlsx file and then upload it to your dashboard using the 'Choose File' button (or just drag and drop it)
Complete the remaining fields where applicable & click create.

Here’s how:

It’s as simple as that but if you need any assistance please contact us or get in touch using the chat function.