Payment Request Functionality in X-DOC
Overview
In XTEN-AV’s X-DOC, the Payment Request functionality helps you request and track payments from a client based on the payment terms defined in a proposal.
It works alongside the Payment Schedule feature. A Payment Schedule defines how much the client needs to pay and when each payment is due. A Payment Request is used to send a request for a specific payment milestone to the client.
For example, an AV project may require an initial deposit, a payment before installation, and a final payment after project completion. You can define these milestones in the proposal and send a payment request when each payment becomes due.
The Payment Schedule feature supports percentage-based, fixed-amount, and remaining-balance milestones, with due options such as proposal acceptance, a fixed date, or a number of days after acceptance.
Key Features
You can request payment for individual milestones in a project, such as:
- Initial deposit
- Payment before installation
- Progress payment
- Final balance
This allows you to request payments according to the agreed project terms instead of requesting the entire project amount at once.
If a client has not received or acted on a payment request, you can resend it.
Payment reminders can help keep payment milestones from being overlooked. Reminder intervals can be configured based on the number of days before or after a payment's due date.
Based on the current reminder behavior, these notifications are sent internally to the payment request creator; they are not sent to the client.
Payment Schedule reminders help you keep track of upcoming and overdue payment milestones defined in an X-DOC proposal. Reminder intervals can be configured based on the number of days before or after a payment's due date, helping you identify when a payment requires attention.
These reminders help proposal creators track payment milestones and follow up when necessary. Please note that the exact notification recipients and behavior of Payment Schedule Reminders should be verified against the current X-DOC functionality before confirming whether notifications are sent to internal users.
Benefits of Payment Request Functionality
Benefit | How it helps |
|---|---|
Clear Payment Expectations | Clients can understand the amount requested and when payment is due. |
Improved Cash Flow | Businesses can request deposits and milestone payments throughout the project lifecycle. |
Reduced Manual Follow-Up | Payment requests can be resent when clients need another notification. |
Better Client Communication | Payment request details can include a payment link and a note for the client. |
Organized Payment Workflow | Payment requests can be managed in line with the milestones defined in the proposal |
Note:
- A payment request is not necessarily the same as a completed payment.
- Sending or resending a request does not, by itself, confirm that the client has paid.
- Payment completion depends on the payment process and the available payment status information.
Updated on: 11/09/2026
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