How to Start Getting Paid
How to invite a client to join LiquidTrust and request a payment
To request a payment, you first need to add the client's business to your contacts list. You do this by going to Businesses → ‘+ Invite New Business’, and entering in an email address to send the invitation.
Once connected, you can request payments by selecting the client in the Request Payment flow. You do this by going to Direct Payments → ‘Request Payment’ and entering in the details of your payment request.
My client is a LiquidTrust user but hasn't invited me yet
If you already have a verified account on LiquidTrust and your client hasn't invited you to connect with them, you can initiate the connection by inviting them.
- Go to 'Businesses' in the left side menu
- Click “Invite New Business”
- You'll be prompted to enter your client's email address to send them an invitation.
- Once they accept, you can access 'Direct Payments' or 'Request a Direct Payment' to create payment requests.
Remember to include an invoice with each payment request.
For future requests, you can save time by duplicating any existing payment request before editing and sending it.
If you are a LiquidTrust user outside the USA, you are a Payee in the platform. This means you can receive and request payments.