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# How to Send a Payment Request for a Milestone in X-DOC?

**Overview**

In X-DOC, you can send payment requests to your clients for individual milestones in the Payment Schedule. You can review the payment status of each milestone, add recipients to the email, specify a due date, and include a payment link or note for your client. Once the payment request is sent, the milestone status is updated to Sent, and your client receives an email with the payment request.

* Navigate to the X-DOC Dashboard. Locate the required proposal under the **Accepted** stage. Click the **Proposal** to open it.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1l7a2qn.png)

* Navigate the **Payment Schedule** section.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_17rbyps.png)

* In the Payment Schedule section, you can view the payment status of all milestones. Review the milestones and identify the one for which you want to request payment.
* Click the **Request Payment** option associated with that milestone.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_wiq445.png)

* A payment request window will appear, allowing you to enter the request details.
* In the payment request window, enter the required information.

**To:** The client’s email address.
**CC**: Add additional client email addresses if you want to include other recipients in the payment request.
**Due Date**: Specify the date by which the payment should be made.
**Payment Link:** Add a payment link if you want your client to complete the payment online.
**Note:** Enter a message or additional payment-related instructions for your client.

**_Review all the details before sending the request._**

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_v8ff9q.png)

* After entering the required details, Click the **Send Payment Request** button.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1xhh3zt.png)

* A notification confirming **Payment Request Sent** will appear.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_12aai03.png)

* The milestone’s payment status will be updated to **Sent**.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_wullk7.png)

**What Happens After Sending the Request?**

Once the payment request is sent:

* Your client receives an email containing the payment request.
* The milestone status is updated to **Sent** in the Payment Schedule.
* If you included a payment link in the request, your client can click the **Pay** button in the email to proceed with the payment.

The payment link allows your client to access the payment option directly from the request email.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_eoirr9.png)


**Notes**

* Make sure the proposal is under the Accepted stage before sending a payment request.
* Verify the client’s email address and any CC recipients before sending the request.
* Review the due date, payment link, and note to ensure that the request contains the correct information.
* Add a payment link if you want your client to make the payment through the email.
* The Sent status indicates that the payment request has been sent. It does not necessarily mean that the payment has been completed.

**Knowledge Base Articles**

* [How to Create and Manage a Payment Schedule in an X-DOC Proposal?](https://knowledgebase.xtenav.com/en-us/article/how-to-create-and-manage-a-payment-schedule-in-an-x-doc-proposal-1ftu3ml/)
* [How to Remove a Milestone from Payment Schedule in X-DOC?](https://knowledgebase.xtenav.com/en-us/article/how-to-delete-the-payment-schedule-section-in-x-doc-kxrhrf/)