Generate and Share a Payment Link

A Payment Link is an electronic way for customers to make a payment. It’s a quicker alternative to an invoice, as it doesn’t include an itemized list of products or services or a due date. Once generated, you can share it as a link, embed it as a button, or send it via email or text to the customer.

Generate a Payment Link

1. Visit the Payment Links tab in the side navigation.

2. Click the Generate New Link button at the top-right of the page.

3. Fill in the required information, such as the amount or any custom fields if applicable. 

4. If you require the customer to provide billing and shipping information during payment, activate those options.

5. If needed, attach images or PDF files to your payment link. This is useful for including contracts, proof of services, or other supporting documents. To learn how to attach files, check out this article.

6. Scroll to the Summary section and review that all information is correct. You can also add shipping costs or apply taxes here. 

7. Click the Generate and Save button at the bottom of the page. 

6. A popup will appear with options to share the generated link, including: copying the link, sending it via email or SMS, embedding it as a button, or generating a QR code. If you prefer to send the link later, simply click the Close button. The link will be saved in an unpaid status, and you can send it at another time when you're ready.