# Making Your First Transaction in Client Portal

**URL:** https://community.rapyd.net/t/making-your-first-transaction-in-client-portal/1866
**Category:** 💼 Business Resources
**Created:** [February 1, 2022, 8:00am UTC](https://community.rapyd.net/t/making-your-first-transaction-in-client-portal/1866 "2022-02-01T08:00:00Z")
**Posts on this page:** 1
**Page:** 1

<div class="post-metadata">

### Author: ![Community\_Team](https://avatars.discourse-cdn.com/v4/letter/c/46a35a/32.png) [@Community\_Team](https://community.rapyd.net/u/Community_Team)
#### Post date: [February 1, 2022, 8:00am UTC](https://community.rapyd.net/t/making-your-first-transaction-in-client-portal/1866/1 "2022-02-01T08:00:00Z")

</div>

The easiest way to start transacting is by sending a [Payment Request](https://docs.rapyd.net/client-portal/docs/request-a-payment) in the Client Portal to collect funds from a customer. You must be KYB approved before you can make transactions in the Client Portal.

In Client Portal navigate to **Collect** then click **Request Payment.**

![](https://us1.discourse-cdn.com/flex016/uploads/rapyd/original/2X/4/4aeee60332198d758052a74d92bbfe3d61d41247.gif)

Follow the steps on the next screen to **create your Payment Request** link.

 ![image](https://us1.discourse-cdn.com/flex016/uploads/rapyd/original/2X/7/7d5f9fbaf6955d640f8beb55240a1e4b3a85e996.png)

Your payment request link will appear as shown below.

![image](https://us1.discourse-cdn.com/flex016/uploads/rapyd/original/2X/3/3eee001c18c29b405229921db2dd24a52ae9c9f7.png)