Where Can You Request a Payment?
You can request a payment from the following locations in Albi:
Invoices – Directly from an invoice.
Project Screen – Click the blue wallet icon at the top.
Payment Requests Tab – Manage and track all payment requests in one place.
How to Request a Payment
Step 1: Open the Payment Request Modal
Click Request Payment from an Invoice, the Project Screen, or the Payment Requests Tab.
The payment request modal will open.
Step 2: Fill Out Payment Request Details
Billed To: Prefilled with the recipient from the invoice.
Expiration Date: Defaults to the invoice due date (or 30 days from today if not set).
Reference No.: Enter a custom payment reference.
Request Amount: Enter the amount (cannot exceed the open balance).
Email Message (Optional): Add a message to the recipient.
Step 3: Confirm & Send Request
Click Send Request.
A confirmation modal will appear, displaying the details.
Click Yes, Send the Request to finalize the request.
A confirmation message will appear:
"Payment requested for [Invoice #]."
Linking a Payment to an Invoice
When a payment is linked to an invoice:
Once fulfilled, the payment automatically associates with the linked invoice.
It will appear in the Financial Tab under the project’s records.
How Quickly Will You Receive Payment?
The processing time depends on the payment method used:
Credit Card Deposits – Typically 1 business day after submission.
ACH Deposits – Typically 4 business days after submission.
Recipient Experience
The recipient receives an email with your payment request message and a secure link to pay.
They can complete the payment through the provided link.
Where Does the Payment Appear After Requesting It?
If the payment succeeds, it is added to the Financial Tab and recorded in your system.
If the payment was linked to an invoice, it will also be associated with the invoice.
If the payment has not yet succeeded, it remains only in the Payment Requests Tab.
Canceling or Refunding a Payment Request
Can You Cancel a Payment Request?
Yes, you can cancel a request before it is fulfilled:
Navigate to the Payment Requests Tab.
Click Cancel on the relevant request.
Can You Refund a Payment After Receiving It?
Yes, refunds are possible:
Go to the Albi Pay Reporting Tab on the left navigation menu.
Locate the payment you want to refund.
Click on the payment and follow the steps to initiate a refund.
Note: You need the Payments Reporting permission to access this page.
Understanding Payment Processing Fees
When requesting payments, note the following fees:
Credit Card Transactions: 3.2% of the transaction amount + $0.30 per transaction.
ACH Transactions: 1% (capped at $15 per transaction).
Chargebacks, ACH Returns, and Disputes: $25 per occurrence.
Who Pays the Transaction Fees?
The merchant (you) cover the transaction fees.
For example:
If you request $100, the full $100 is deposited into your account.
A separate $3.20 (3.2% fee) is charged to your bank account.
Tracking and Managing Payment Requests
All sent requests can be monitored in the Payment Requests Tab.
Once a payment is fulfilled, it updates in the Financial Tab.
If the payment is linked to an invoice, it will be associated with the invoice automatically.
Frequently Asked Questions
What Happens if a Payment Fails?
If a payment fails, it will not appear in the Financial Tab and will remain in the Payment Requests Tab.
Can a Customer Partially Pay an Invoice?
No, the requested amount must be equal to or less than the open balance of the invoice.
What If I Enter the Wrong Email?
If you enter the wrong email, cancel the request and send a new one with the correct email.
Is there a maximum payment limit?
No, there is no maximum limit on the amount you can request.
When can I expect to see the money in my bank account?
The payment must first be processed then the deposit must be processed.
The time frame for payments to be processed is generally either T+1 for credit cards or T+4 for ACH deposits. The deposit must then be processed - processing time for deposits vary based on who you bank with.
You can see all statuses for deposits and Payments on the Albi Pay Report tab.