Payment Links are an amazing tool that helps you complete a sale while minimizing churn for your clients, since most details are prefilled for them. Instead of going through an invoice or purchasing process, the client can simply click the link and pay without extra steps.

You can send the same payment link to multiple contacts while preserving the personalization of each individual link. This approach minimizes your workload while ensuring a seamless and flexible experience for your clients.

How to Use It #

• Head over to the Payment Links tab inside the Payments section.
• Click the three dots to edit an existing link, or create a new payment link.
• Once satisfied, click the Copy/Send button. This opens a pop-up window where you can copy the link or select contacts to send it to.
• Switch to the Send to Contacts tab, then choose the contacts you want to send it to.
• Select the channels you would like to use to send the payment link. If you choose Email, specify the subject line for the message.
• Select the template to use from the dropdown menu.

Note: For custom templates, ensure that you insert the Payment Link URL custom field.

• If your link accepts coupon codes, select whether the coupon code should be automatically applied when the link is accessed.
• When ready, click Send. This sends out a prefilled link for clients to complete the payment.

Now you can use this tool to its fullest and ensure the payment process for your business is easy, convenient, and flexible without taking too many resources from you.

Frequently Asked Questions #

Can I send one payment link to several contacts at once? #

Yes. You can send the same payment link to multiple contacts while each recipient still gets a personalized, prefilled link.

Where do I send a payment link to contacts? #

Open the Payment Links tab in the Payments section, click Copy/Send on a link, then use the Send to Contacts tab to choose recipients.

Which channels can I use to send the link? #

You can select your preferred channels in the send dialog. If you choose Email, you’ll also specify a subject line for the message.

What do I need for a custom message template? #

For custom templates, make sure you insert the Payment Link URL custom field so the correct link is included.

Can a coupon be applied automatically? #

Yes. If your link accepts coupon codes, you can choose to have the coupon applied automatically when the link is accessed.

Why use payment links instead of invoices? #

Payment links reduce friction by prefilling details, letting clients pay in a single click and lowering the chance they abandon the purchase.