Overview
This article explains how to create and send a payment request through Ruul. You will learn how to select or add a customer, choose a project and category, set payment details, define who pays the service fee, schedule recurring transactions, and send the request to your customer.
Entry Points
After logging into your dashboard, click on the Transactions tab in the sidebar and start the invoicing process by clicking the "New Payment Request button.
1. Select or add a customer
Choose an existing customer or click + Add New.
If you haven’t added any customer yet, see: Adding a New Customer.
2. Choose the contact person
Select a contact linked to the customer.
The payment request and related emails will be sent to this contact.
3. Select the project
Assign the request to an existing project or add a new one.
4. Choose category and subcategory
Pick the service category and refine it with a subcategory (e.g., Design → 3D Modeling).
5. Select payout option (You’ll collect payment in)
Choose a previously added payout option, or click + Add New → this opens the Add Banking Information drawer (Bank Account, Binance, Cenoa).
While you don’t need a payment account to create the invoice, you will need one to receive the payment when it arrives.
It is recommended to add a payment collection account while creating the invoice to avoid delays later.
Note: The payment collection account is also referred to as the “Payout Option.”
6. Select the service fee payer
Choose whether the commission is paid by Me (you) or My Customer.
The service fee payer is the party responsible for paying Ruul's commission fee.
The service fee cannot be split between parties
7. Choose transaction currency
Select the currency (TRY, USD, EUR, GBP).
Tooltip: “This is the currency that will be used for the payment and shown on the commercial invoice.”
This is the currency your client will use to make the payment.
It can be different from your payout currency.
However, if the payment is made in a different currency, a "foreign exchange fee" will apply.
8. List the services you provided
You can list as many services as you'd like.
For each service item, you'll need to provide a description, quantity, and unit price.
Quantity options include: item, hour, day, week, and month.
Fill in description, quantity, and unit price.
Tooltip: Only digital services are accepted. Do not include names, dates, or calculations in the description.
The system automatically calculates:
Total amount to be paid by your customer
You will receive
9. Review the transaction details
After listing your services, the calculator will show the total amount to be paid by your client and the amount you will receive.
10. Schedule the transaction
You have the option to send the invoice immediately or schedule it for a future date.
Before we start
To learn more about scheduling invoices → please refer to the Schedule Invoice section.
Select "Once Only" to send the invoice manually. The invoice will be sent immediately after you click Send Invoice.
Select "Automatically generate this invoice on..." to create recurring invoices on a chosen date each month. This feature ensures timely invoicing without manual intervention.
11. Add notes or attachments
Extra Notes: Visible to the customer.
If there's anything you'd like to add as a note for your client, you can enter it here. These notes won't appear on the invoice PDFs, but your client can see them in the invoice details from their dashboard or during guest checkout.
Attach file(s): Supported formats, up to 10 MB.
You can attach files in the following formats, up to 10 MB:
PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, TXT, JPG, JPEG, PNG, GIF, BMP, ZIP, RAR.
12. Send the payment request
Depending on your selection, click Send Payment Request or Schedule Payment Request.
Confirmation screen appears:
Copy payment link
Download invoice PDF
See transaction details
Notes & Best Practices
Customer email cannot be edited after creation. If incorrect, delete and re-add the customer.
Only digital services can be invoiced through Ruul. Physical goods or salaries are not supported.
Commission rates vary depending on payout option and region (e.g., base rate + international rate).
For recurring transactions, check the displayed schedule carefully to avoid duplicates.
Keep attachments under 10 MB.