PayRequest Blog
News, tips, and insights to help you get paid faster and grow your business.
Latest news, updates, and insights from PayRequest.
VPN Subscription Billing: Why You Need a Customer Portal
A practical workflow for selling VPN subscriptions with recurring billing, invoices, failed-payment handling and a self-service customer portal.
WHMCS Migration: How to Avoid Double Billing
Plan a WHMCS billing handover with a renewal worksheet, invoice checks and a rollback rule. Move customer subscriptions without overlapping billing owners.
WHMCS Payment Mandates: Check Before You Migrate
Check saved cards, provider accounts and recurring authorization before moving WHMCS billing. Use a readiness worksheet and plan customer reauthorization.
WHMCS Cancellations: Align Billing and Hosting Access
Track WHMCS cancellation requests across billing, payment agreements and hosting access. Use a handover record and carry pending requests into a portal migration.
EPUB vs PDF: Which Format Should You Sell Your Ebook In?
Choose EPUB or PDF for your paid ebook. Compare reader needs, package a two-format bundle and check the files before selling online.
How to Deliver an EPUB Ebook After Payment
Deliver a purchased EPUB ebook with clear Kindle and reader instructions, a copyable buyer message and a payment-to-import support checklist.
Invoice Marked Paid? Check the Billing Activity Log
Investigate an invoice marked paid with a billing activity log, payment evidence and a worked balance check before sending a reminder or collecting money again.
Booking Time Zones: Confirm the Client's Local Time
Confirm a paid booking across time zones with a date-specific Amsterdam–New York example and a checklist for checkout, confirmation and separate payment status.
Sell KiCad PCB Files: Source and Fabrication Packages
Prepare KiCad PCB files for sale with source and fabrication packages, a revision manifest, library checks and a secure ZIP delivery workflow for your buyers.
Customer Portal Holiday Notices: Schedule the Banner, Check the Email
Plan a customer portal closure notice with separate banner and email timing. Check audience tags, edits, dismissal and expiry before sending.
Sync Subscription Custom Fields Without Losing Customer Values
Review new, modified and removed subscription fields before syncing a product change. Keep scope, stored values and price adjustments separate.
Invoice CSV Export: A Clean Handoff to Your Accountant
Export PayRequest invoices with a clear scope and check amounts, IDs and statuses. Keep the CSV snapshot separate from payment and settlement evidence.
Customer Portal Installment Requests: An Approval Checklist
Review a customer’s installment request, confirm the outstanding balance and check the mandate before starting monthly collections. Keep each handoff clear.
Bulk Invoice Reminders: Check Before You Send
Review invoice status, recent messages, tag scope and delivery exceptions before sending a PayRequest reminder batch. Avoid chasing the same invoice twice.
Booking Buffer Time for Consultants: A Worked Schedule
Plan paid consultations with a worked schedule. Separate buffer time, booking lead time, concurrency and payment confirmation to protect preparation time.
New Bookkeeper: Invoice Copies Without Portal Access
Give a new bookkeeper invoice email copies without sharing a customer login. Use a recipient handoff worksheet to route future emails and transfer old invoices.
Pause a Disputed Collection Case: Checks Before You Resume
Pause a disputed PayRequest collection case while reviewing payments and overdue age. Use a control matrix to verify the case before resuming escalation.
Duplicate Payment Webhooks: A One-Fulfillment Checklist
Handle duplicate PayRequest payment webhooks with transaction IDs, raw-body signatures and a durable task ledger. Verify fulfillment with five replay scenarios.
Customer Portal Refund Requests: What Happens Before Money Returns
Separate a refund request, the merchant's decision and the actual refund. Use PayRequest's invoice-linked portal workflow and a practical handoff checklist.
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