--- title: "Engage: How to Create, Send, Accept and Track." description: Streamline your billing workflow with Cashflow.io Engage. Discover how to create agreements, request customer approval, and collect payments online. --- [Skip to content](https://support.cashflow.io/engage-payment#main-content) English Show submenu for translations [SUBMIT TICKET](https://support.cashflow.io/kb-tickets/new?hsLang=en) ![1ef9feff-d100-41b2-b671-44bcd32aa593](https://support.cashflow.io/hs-fs/hubfs/1ef9feff-d100-41b2-b671-44bcd32aa593.png?width=311&height=75&name=1ef9feff-d100-41b2-b671-44bcd32aa593.png) Open main navigation Close main navigation - English Show submenu for translations - [SUBMIT TICKET](https://support.cashflow.io/kb-tickets/new) - [Homepage](https://cashflow.io/) [Homepage](https://cashflow.io/) How can we help you today? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.cashflow.io/?hsLang=en) 2. [Engage](https://support.cashflow.io/engage?hsLang=en) # Engage: How to Create, Send, Accept and Track. ## Send agreements and payment terms to your customers for review and acceptance. Learn how to create an Engage, collect payment details, and track customer acceptance in Cashflow.io. **What is Engage?** Engage lets you share payment terms and supporting documents with a customer, obtain their acceptance, and collect their payment details through one online process. You can use Engage to outline the terms of a business relationship or service engagement. Customers receive an email inviting them to review your terms, download any attached document, and provide their preferred payment method. Once the customer completes the process, both parties receive an email confirmation, and you can view the acceptance details in your Cashflow.io account. **Create and Send an Engage** Follow these steps to create an Engage and send it to your customer. **1.** Open Engage From the **Receive Payments** page, select the **Engage** card. Then click **+ NEW ENGAGE** in the top-right corner. **2.** Complete the customer details Select your customer and review their information, including: - Customer name - Mailing address - Email address - Phone number, if applicable - Preferred communication language Verify the email address before sending, as this is where the customer will receive the invitation to review your Engage. **3.** Enter your payment terms Under **PAYMENT TERMS**, use the **Note** field to describe the terms you want your customer to review and accept. Include clear details about the engagement, such as the services being provided, payment conditions, and any other relevant obligations. **4.** Attach a supporting document Use the attachment area to upload a PDF, such as an agreement, scope of work, or detailed payment terms. The maximum file size is **20 MB**. Your customer can download the attachment when reviewing the Engage. **5.** Configure the payment options Under **PAYMENT OPTIONS**, select the currency and enable the payment methods you want to offer. For each enabled method, select the appropriate payment gateway from the dropdown menu. **6.** Review and send Review the customer information, payment terms, attachment, and payment options. Select the checkbox confirming that you have reviewed the Engage and agree to the Terms of Service. Then click **SEND ENGAGE**. Your customer will receive an email with a link to review the Engage. **How Customers Accept an Engage** Customers complete the review and acceptance process using the link in their invitation email. 1\. Open the invitation The customer opens the email from your business and clicks **REVIEW ENGAGE**. 2\. Review the terms and attachment The customer reviews the payment terms and downloads any supporting PDF. If they have questions, they can use the business contact information displayed on the page to contact you before proceeding. 3\. Accept the payment terms The customer selects the checkbox confirming that they have read and accept your terms, then clicks **ACCEPT PAYMENT TERMS**. 4\. Provide payment details The customer chooses from the payment methods displayed and follows the instructions for their selection. For credit cards, the customer enters their card information and clicks **ACCEPT** to complete the process. 5\. Receive confirmation A confirmation screen appears once the Engage is completed. The customer receives an email confirming their acceptance, and your business receives a notification. Both emails include a **VIEW ENGAGE** button. **View and Track an Engage** To check an Engage, go to **Receive Payments → Engage** and select the relevant entry. The **Engage Details** page displays the customer information, status, payment gateway information, attached document, and a link you can view or copy. The **Transaction Log** records activity associated with the Engage, including its creation, when the request was viewed, and customer acceptance. The statuses shown in the documented workflow are: **Sent:** The Engage has been sent and is awaiting completion.  **Completed:** The customer has completed the Engage acceptance process. When the customer accepts, the log includes the acceptance time and the payment method used. **Resend or Cancel a Pending Engage** Open the pending Engage from **Receive Payments → Engage**. - Select **RESEND ENGAGE** to send the invitation again. - Select **CANCEL ENGAGE** if you no longer want the customer to proceed with that Engage. 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