Articles on: X-DOC

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.

Navigate the Payment Schedule section.

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.

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.

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

A notification confirming Payment Request Sent will appear.

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

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.

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

Updated on: 11/09/2026

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