Getting Started - Setup Payment Links
Payment links let you collect payments without a full checkout page. Simply create a link, share it via email, SMS, or social media, and your customers can pay instantly. Perfect for quick invoices, deposits, or service payments.
Table of Contents
Create a Payment Link
Navigate to Payments > Payment Links in the main menu.
Click + Create Payment Link.
Enter the payment details: Name/description of what the customer is paying for, Amount (fixed or let the customer enter an amount), Currency.
Choose whether this is a one-time payment or recurring subscription.
Customize the payment page with your branding (logo, colors, description).
Click Create Link.
Track Payments
View all payment link transactions in Payments > Transactions.
See who paid, when, and how much.
Payment confirmations are automatically sent to customers.
Contacts are automatically created or updated in your CRM when payments are received.
Use Cases
Consultation deposits: Collect a deposit before a meeting.
Service payments: Send a link after completing a service.
Event tickets: Share a payment link for event registration.
Donations: Create an open-amount payment link for donations or tips.
Quick invoicing: Skip formal invoices for small, straightforward payments.