Sending Payment Info Requests in bulk

To send Payment Info Requests to numerous customers at once, follow the steps below:

Step 1: Click on "Customers".

Step 2: Scroll to the bottom of the page and select up to 200 to show up to 200 customers per page. 

Note: You'll need to select all the customers you wish to send Payment Info Requests to, page by page. Start by selecting all customers on the first page, then click on "Batch Actions > Send Payment Info Requests." Repeat this process for each subsequent page of customers.

Step 3: Click the check box in front of the column titled "Name" to select all of your customers per page or check the box in front of the customer name for only the customers you wish to send a Payment Info Request to.

Step 4: Click on "Batch Actions" and select "Send Payment Info Request".

Step 5: Select the Payment Gateway to create profiles in. Next, select the template you wish to use from the dop down menu. If you did not create any new Payment Info Request templates, you will only see the default template listed. Click on "Send Payment Info Requests."

The window will display the requests that have been sent, along with the email addresses to which they were sent. To close the window, simply click the "Close" button.