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

**Overview**

In X-DOC, you can resend a payment request for a milestone if your client has not received the original email or needs a reminder to complete the payment. This allows you to send the payment request again without creating a new milestone. You can review and update the recipient details, due date, payment link, and note before resending the request

There are two methods to resend a payment request:

**Method 1: Resend a Payment Request from the Proposal**

* On 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_w4ged0.png)

* Open the **Payment Schedule** section in the proposal.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1wnrnc9.png)

* Review the payment status of the milestones. Locate the milestone for which you want to resend the payment request.
* Click the **Resend** option for the required milestone.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1m2u86p.png)

* A Resent 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_bsif2n.png)

* Review all the details before sending the request. Click **Resend**.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_891n1p.png)

* A confirmation notification stating **Resend Request Payment Successful** will appear.
###

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1h4h45r.png)

**What Happens After Sending the Request?**

Once the payment request has been resent:
* The client will receive the payment request email again.
* The milestone will continue to display its current payment status until the payment is recorded.
* The client can use the payment link included in the email, if one was provided, to proceed with the payment.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1vy01df.png)

**Method 2: Resend a Payment Request from the Payment Schedule Section**

Navigate to the **Payment Schedules** option under the X-DOC, on dashboard

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1liabw1.png)

On the **Payment Schedules**, you can view all the details of your requested, received and Not requeted

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1e8zi55.png)

* Locate the milestone for which you want to resend the payment request.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1hlvxde.png)

* Click on the **three dots ( ⋮ )** and click the **Resend** option for the required milestone.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1oyemfq.png)

* A Resent 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_170zw6f.png)

* After entering the required details, Click the **Resen**d button.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1oc933s.png)

* A notification confirming **Resend Request Payment Successful** will appear.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1sbio2f.png)

**What Happens After Sending the Request?**

Once the payment request has been resent:

* The client will receive the payment request email again.
* The milestone will continue to display its current payment status until the payment is recorded.
* The client can use the payment link included in the email, if one was provided, to proceed with the payment.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1oxhj0z.png)



## Important Notes

* Use Resend Payment Request consistently for the pop-up window, if that is its exact UI label.
* Confirm whether the success notification in Method 2 is exactly Resend Request Payment Successful. If it is, retain that wording.
* The Not Requested status may include milestones that have never had a payment request sent. Confirm that the Resend option is available for those milestones before including them in this workflow.


### Related Articles

* [How to mark as paid the requested payment in X-DOC?](https://knowledgebase.xtenav.com/en-us/article/how-to-mark-a-requested-payment-as-paid-in-x-doc-1pgcbgb/)
* [How to view sent  payment request details in X-DOC?](https://knowledgebase.xtenav.com/en-us/article/how-to-view-sent-payment-request-details-in-x-doc-17svgkd/)
* [How to set Payment Schedule Reminder?](https://knowledgebase.xtenav.com/en-us/article/how-to-set-up-payment-schedule-reminders-in-xten-av-8m1bvf/)
* [How to set Payment request Reminder?](https://knowledgebase.xtenav.com/en-us/article/how-to-set-payment-request-reminder-qz4cp0/)