Send a payment request as the seller
From the seller Orders page, request payment for an eligible order or select multiple orders for a bulk request. Each order must be active, have a buyer email, have a positive amount due, and use a form with selectable payment instructions.
Bulk and bundle requests process each order independently. Review the result for every order because some may be sent while others are skipped or fail.
An initial Request Payment is for a full unpaid invoice. EZFormz blocks it after durable payment or proof history exists, after a payment method is already settled on the order, or when no current payment method is available. Use the order's existing payment and balance actions in those cases.
Distinguish immediate and seller-sent pay-later orders
The form's Request payment later setting has two timing choices. Send payment link immediately makes the buyer choose an available method on the form, accepts the order through the normal price, stock, coupon, and submission checks, and then redirects that browser to a private bearer-link payment page. That immediate action window lasts 30 minutes. It is a checkout redirect, not a separate seller-sent request email, and the buyer can change to another method that is still available on the private page.
If an immediate link expires, the order remains recorded and its stock or promotion reservations remain in place. Expiry does not cancel the order. The seller must review the unpaid order and cancel it when appropriate or use its current payment actions.
Seller sends payment link later records the order without choosing a final payment method. Use the seller Orders page after reviewing availability, shipping, or the final invoice, then send the full unpaid request described below. Buyer edit requests for pay-later orders also defer the balance method to the private bearer-link page instead of forcing a new payment type into the edit itself.
Understand what the link does
The buyer receives a balance link and chooses an available payment method. The URL is a bearer link: anyone with a valid copy may be able to view order or payment context and, while its actions are active, submit a selection or proof. Do not forward it, publish it, or leave it visible in screenshots or analytics. A new link's action window normally expires seven days after creation, but continue treating an expired, used, or voided link as private because it may still reveal order or payment context. If an active link already matches the balance, sending the request again reuses that same link, amount, and expiration instead of creating a duplicate.
The link gives instructions and records the buyer's selection or proof. It does not move money or prove that funds arrived. Verify payment with the actual provider before marking the order Paid.
An email provider can reject the message after EZFormz has created the link. If that happens, the Orders page reports that the link exists even though the email was not accepted.
On the secure page, EZFormz first reserves the chosen method, its available-use slot, any coupon fee waiver, and the exact amount before revealing payment instructions. A method surcharge can be added to the invoice, and accepted payment credit is subtracted from the amount due. The buyer then supplies the required proof and payment reference or crypto TXID.
Manage an active balance card
The red Balance due card provides three actions:
- Upload proof opens the existing private bearer-link payment page so the seller can add the buyer's screenshot or reference through the same balance workflow. It does not create a second link or use the zero-amount + Proof path.
- Resend emails the exact active URL, reserved method, amount, and expiration again.
- Clear voids the unused link and releases its reserved method and coupon accounting. It does not change the order total, add a payment, or change status.
Once a buyer has reserved payment instructions, do not change the invoice underneath that quote. Clear the active request first, make the order change, and then send a new request. Proof submission does not mark the order Paid; review and verify it normally.
Change or adjust what is due
Use Change Payment to choose another currently available method. EZFormz recalculates the payment surcharge and saved total. If buyer notification is selected, it sends a fresh order confirmation and a private bearer link limited to the selected method. Existing credit, active edit-balance history, refunds, and settlement guards still apply.
Use Adjust + Send on selected orders for one flat added amount per order. Use Adjust Product Payments to choose a product option and add an amount per matched quantity across current non-archived, non-cancelled orders. Preview first: the reason and quantity math appear for each buyer, and an order with an active payment link is blocked so it cannot acquire a second obligation.
Resolve blocked or changed balances
Cancelled orders cannot receive a request, and cancellation voids an active balance link.
Changing an order can alter what is due. A lower total may create a refund obligation instead of a balance, and EZFormz does not send refund money for you. Unresolved legacy refund history can also place the order in refund reconciliation and suppress a new balance link until it is resolved.
The old automatic Repair this order banner is intentionally not shown. It compared historical orders with current form settings and could mislabel a valid edit-balance order. Repair a real discrepancy only through the current order, payment, and balance actions after reviewing the saved invoice and payment history; do not create a buyer request from a guessed recalculation.
See Edit orders and review buyer requests, Handle refunds and orders on hold, and Resolve payment proof problems.