Creating a payment link

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There are two ways to create a payment link; A) by using the Create a payment link button, and B) by going through the Payment links category. Let's break these down.

A) Use the Create a payment link tab:

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  1. Log into your dashboard
  2. Click on the above tab located on the left-hand side of your dashboard
  3. Choose whether you'd like to set the amount for your customers 
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  4. Enter the description for the payment link (this step is optional)
  5. Continue to customize your new link depending on what fields you'd like on the payment link 
  6. Give your link a name to help you keep track of it (see naming my payment link). Naming the link is for your internal use only; it won't be visible on the payment form. 
  7. Copy your new link and share away! 🎉


B) Use the Payment links category:

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  1. Log into your dashboard
  2. Go to the Payment links category located on the left panel of your dashboard
  3. Click on the above tab located on the right-hand side of your dashboard.
  4. Now follow steps 3 to 7 from A) to complete the process.

 

To keep track of the number and details of payments that have been received using a specific payment link, click on the link from the Payment links category. You can also download this information as a CSV file for your records.

 

 

 

 

 

 

 

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