Articles on: X-DOC

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.



  • Open the Payment Schedule section in the proposal.



  • 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.



  • 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.



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



  • A confirmation notification stating Resend Request Payment Successful will appear.




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.



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


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



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



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



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



  • 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.



  • After entering the required details, Click the Resend button.



  • A notification confirming Resend Request Payment Successful will appear.



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.





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.




Updated on: 11/09/2026

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