Use a customer to create a Payment Link

Modified on Thu, 5 Feb at 8:42 PM

One of the advantages of creating customers is that they can be reused across different modules of the application, ensuring their information is applied consistently. For example, when creating a Payment Link, the customer’s details are automatically available and used correctly.

1. Go to the Customers tab in the side navigation.

2. Locate the desired customer in the list.

3. Click the Actions button on the right of the customer and select Create Payment Link.

Note: This option is only available for merchants with the "Payment Link" module activated.

4. The system will redirect you to the New Payment Link screen with the customer preselected and their information automatically applied.