Feature · Book jobs & get paid

Text to pay: send a payment link, get paid from the customer's phone

Text to pay is a way to collect payment by sending the customer a payment link in a text message. With CasperPortal, you send the link from the customer's conversation or contact record, they pay on their phone through your connected payment processor, and the payment is recorded on their contact.

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Text to pay payment collection software

What you can do with Text To Pay

Send a payment link by text

Request payment from the same conversation where you talk to the customer. They tap the link and pay from their phone.

Uses your connected payment processor

Payments run through the payment processor you connect to CasperPortal, so funds go to your account.

Payments recorded on the contact

Each payment shows on the customer's record, so you can see who has paid without checking another system.

How Text To Pay works

  1. Connect your payment processor

  2. Finish the job and open the customer's conversation

  3. Send a payment request by text

  4. The customer taps the link and pays

  5. The payment appears on their contact record

Who uses Text To Pay

Text To Pay FAQ

Is text-to-pay secure?

Payments are handled by the payment processor you connect, such as Stripe, rather than by text message, so card details are entered on the processor's checkout page.

What does text to pay cost?

You pay your connected payment provider's standard processing fees. Ask on a demo for how fees work with your processor.

What's the difference between text to pay and invoicing?

Text to pay is a quick payment link sent in a conversation. Invoicing is for itemized bills, recurring invoices and partial payments.

Can customers pay without downloading an app?

Yes. The customer opens the link from the text in their phone's browser and pays there.

Your next best step

  • Book a free demoA 30-minute walkthrough of your own lead flow. No public checkout.
  • Pricing is tailoredYou get a written proposal after a consult. There is no public price list.
  • Agreement, then paymentPayment and account setup happen after you accept a proposal.
  • Keep your numberPort your business number or add a local number that forwards to you.
  • Local peopleBuilt in Georgetown, MA by Jared and Mark Casper. Call or text (207) 222-7737.
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