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Payment links are the fastest way to collect money. Instead of building a full invoice, you create a link tied to a specific product or service, copy it, and send it — via SMS, email, or any messaging channel. The contact clicks the link, enters their card details, and the payment is processed immediately. No back-and-forth, no manual follow-up.
Create payment links article

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Why this matters

Some payments don’t need the formality of a full invoice. A coaching call deposit, a product sale, an event registration, a retainer fee — these are scenarios where you simply need a link the contact can click to pay right now. Payment links are the fastest path from “I want to sell this” to “payment received.” They work in any channel where you can paste a URL, and they eliminate the need to create, send, and track a full invoice for simple transactions.
1

Navigate to Payment Links

Go to Payments > Payment Links in the left sidebar. This is where all your payment links are created and managed.
2

Create a new payment link

Click New Payment Link or Create Payment Link to open the link builder.
Payment link creation interface
3

Select or create a product

Payment links are tied to products in your product catalog. Either:
  • Select an existing product from your catalog — the price is pulled automatically
  • Create a new product directly from the payment link builder — name it, set the price, and it will be saved to your catalog
For recurring services, select a product with a subscription price to create a recurring payment link.
4

Configure the link settings

Set the key options for this payment link:
  • Link name: A label for internal use — this is how you identify the link in your dashboard
  • Amount: The price the customer will pay (pulled from the product, but can be adjusted)
  • Currency: Defaults to your account currency
  • Quantity: Whether to allow the customer to choose a quantity at checkout
  • Redirect URL: The page to send the customer to after payment completes — for example, a thank-you page or onboarding form
Set the redirect URL to a page that confirms what happens next — a calendar booking link, a welcome video, or a resource download. This improves the customer experience immediately after payment.
5

Customize the payment page

Optionally, add branding to the payment page:
  • Your business logo
  • A custom title and description visible on the checkout page
  • Brand colors (if configured in your account settings)
A branded payment page reinforces trust and professionalism at the moment of purchase.
6

Save and copy the link

Click Save to generate the payment link. Copy the URL and share it anywhere:
  • Paste it directly into an SMS or email conversation in the platform
  • Add it to a workflow action to send automatically when a trigger fires
  • Include it in a broadcast email or SMS blast
  • Post it on social media or add it to your website
Shareable payment link generated and ready to copy
7

Track payments

Go to Payments > Transactions to see all completed payments from your payment links. Each transaction shows the contact name, amount, date, and payment status.

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Key points

Payment links require a connected payment processor (Stripe is the primary option). Go to Settings > Integrations > Stripe to connect your account before creating payment links. Without a connected processor, payment links cannot collect payments.

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Key benefits

Contacts pay in seconds — no forms to fill, no invoice to wait for, no back-and-forth.
Paste the link into SMS, email, social media, or anywhere a URL can be shared.
Insert payment links into workflow actions to automate sales follow-up and payment collection.
Attach a subscription product to create recurring payment links for ongoing services.
Skip the invoice process for simple sales — create the link and start collecting in under a minute.
Last modified on March 4, 2026