Search and view all customer 
transaction requests and keep 
track of their status.

Manage requests

Track and follow up requests 
Easily find transactions that are unpaid, overdue, paid or refunded 
and expired or cancelled.

Search for request with ease
Use filters to easily find requests.

Resend or cancel requests 
If your customer loses a payment request or needs to cancel a 
request, it’s as simple as a click.


Step 1. 
Log into BPOINT and and navigate to Requests, then Manage 
requests
 

Step 2. 
You can search requests via their details, using the shown 
searchable fields or by clicking View filters. Once you have found 
the request, click that row of information to enter the request 
detail page.
 

Step 3. 
On the request detail page, you will be able to see further 
information including status and customer information.
 

Step 4. 
For a request that has not been completed by the customer yet, 
you can either Resend request to remind your customer to make 
the payment or Cancel request to cancel the request shared with 
your customer.

Step 5. 
Clicking Resend request will prompt a confirmation before 
proceeding. Click Resend to proceed.
 

Step 6. 
You will be shown a request pending dialogue box. If your 
customer is paying immediately, you will see pending change to 
paid, once payment is made. 
If your customer is not expected to make the payment 
immediately you can Close the window.
 

Step 7. 
Your customer will receive the communication to make the 
payment.
 

Step 8. 
Clicking Cancel request will prompt confirmation before 
proceeding. Click Confirm to proceed.
 

Step 9. 
A success notification will be displayed.
 

Step 10. 
The request status has now updated to Cancelled.