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How Do I Request a Payment in the Albi Mobile App?

Learn how to request a payment from a customer directly from a project in the Albi mobile app, including the complete 7-step payment request flow.

What is Payments?

The Payments feature in the Albiware mobile app allows you to request money directly from a project. Instead of sending payment requests outside the system, Albiware lets you create and send a payment request that stays linked to the correct project, customer, and invoice.

This helps ensure:

  • Payments are tracked correctly
  • The right person is billed
  • There is a clear record of what was requested and why

Payments are commonly used for:

  • Customer deposits
  • Partial payments
  • Final invoice payments
  • On-demand payment requests

 

How to Request a Payment

Step 1: Open the Add (+) Button

   

  1. Open the project you want to request payment for
  2. Tap Payments 
  3. Tap the Add (+) button
  4. Select Request Payment

This opens the Request Payment form, where you will enter all required payment details.


 

Step 2: Choose or Add a Recipient

What is a Recipient?

A recipient is the person or organization who will receive the payment request. This is usually:

  • A customer
  • A vendor
  • A referrer (if applicable)

       

 

How to Select a Recipient
  1. In the Find or Add a Recipient field:
    • Search for an existing contact or organization, or
    • Add a new recipient if they do not already exist in Albi
  2. Tap the correct recipient to select them

Once selected, the payment request will be associated with that person or organization.


 

Step 3: Enter the Payment Amount

After selecting a recipient:

  1. Enter the payment amount
  2. This amount represents how much you are requesting from the recipient

Make sure the amount matches:

  • The agreed payment
  • The invoice total (if applicable)
  • Any partial or deposit amount being requested

 

Step 4: Link an Invoice (Optional but Recommended)

What Does Linking an Invoice Do?

Linking an invoice connects the payment request to a specific invoice, making it clear:

  • What the payment is for
  • Which charges the payment applies to

 

How to Link an Invoice

  1. Select an invoice from the available list
  2. The payment will now be tied to that invoice

If an invoice is not linked, the payment can still be requested, but linking an invoice improves tracking and clarity.


 

Step 5: Enter the Recipient’s Email Address

  1. Enter the email address where the payment request should be sent
  2. This is the email the recipient will use to:
    • View the payment request
    • Complete the payment

Always double-check the email address before sending.


 

Step 6: Select Payment Settings

What are Payment Settings?

Payment settings control how the payment request behaves, such as:

  • Payment method options Credit Card or ACH (if applicable)
  • Choose who pays the processing fee - Customer or Company

These settings ensure the payment request follows your company’s billing rules.


Step 7: Send the Payment Request

  1. Review all entered information:
    • Recipient
    • Amount
    • Invoice (if linked)
    • Email address
    • Payment settings
  2. Tap Send Request

The recipient will receive the payment request and can complete payment using the provided instructions.