All Cheat Sheets
Payments15 minBeginner

Text2Pay: collect payment inside the conversation

Send a payment link mid-text-thread and get paid while the intent is hot, perfect for deposits, quick services, and "yes let’s do it" moments.

  1. 1

    Confirm the plumbing

    Stripe (or your processor) connected, and an SMS-capable number with A2P approval. Text2Pay rides on both.

  2. 2

    Send from the conversation

    In any SMS thread, use the payment request: pick the product or type the amount and description. The contact gets a secure checkout link in the thread.

  3. 3

    Frame it in the message

    Pair the link with one plain sentence: "Here is the secure link for your $150 deposit; once it is in, your date is locked." Clarity converts.

  4. 4

    Automate the confirmation

    Payment success should trigger the receipt, a paid tag, and the next step message ("You are booked for Tuesday at 2!") without a human remembering.

  5. 5

    Use it at the yes-moment

    The pattern that wins: quote agreed in conversation, payment link within the same minute. Every hour between yes and link leaks deals.

Do it with Claude

Claude can draft the exact payment-request message for a deal’s context and, through MCP reads, flag sent payment links with no completed transaction after a day.

Watch out for

  • Sending bare links with no context, which reads like phishing.
  • Quoting in the morning and sending the link after dinner; the moment cooled.