This section covers Payment Links in your CRM. Here you’ll find articles explaining how to create, share, and manage payment links so you can collect payments quickly without building a full checkout page.

Frequently Asked Questions #

What is a payment link? #

A payment link is a shareable URL that lets a customer pay you directly, without needing a dedicated store or funnel page.

When should I use a payment link? #

Payment links are ideal for quick, one-off charges or invoices you want to send by email, text, or chat.

Where do I manage payment links? #

Payment links are managed within the Payments section of your CRM, where you can create new links and track their use.

Can I reuse a payment link? #

Depending on how it’s configured, a payment link can be used for a single charge or shared repeatedly to collect multiple payments.

Are payments through a link tracked in my CRM? #

Yes. Payments collected via a link are recorded as transactions and associated with the relevant contact in your CRM.