HOW TO: Create and Send a Payment Link

• Navigate to Payment Links in the left-hand navigation.

• Click the “Create Link” button
• Click on the type of link you’d like to create
  • Single-use or multi-use link. 

Creating a Single Use Payment Link: 

After selecting “Single-Use Link”…

• Fill in details:
  • Customer’s name
  • Amount needing to be paid
  • A description of what is being paid for
  • # of days you’d like the link to be active

• Click “Create Link”.
• Next, choose the method in which you’d like to send the link through. 
  • Email 
    • Enter email address
    • Click “Send Link” button

• • Send via Text
    • Enter phone number
    • Click “Send Link” button

• 
  • Copy Link URL
    • Click “Copy Link” button
    • Click the “Close” button to return to your list of payment links

Creating a multi-use link: 

After selecting “Multi-Use Link“…

• Fill in the details: 
  • Choose the amount type from the drop down 
    • Set Amount or Custom Amount 

• • Note: A custom amount will ask you to enter a minimum and maximum range your customer can pay between.  

• • Link Name/Title
  • Customer Description (the description the customer will see when they pay)
  • Select require an Invoice # or Shipping Address by clicking the toggle to green. 
  • Enter the # of days you’d like the link live for. 

• Then click “Create Link”