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Payment links give you a fast way to collect money without building a full funnel or invoice. Generate a link for any product in your catalog, share it via email, SMS, or any channel, and customers can pay instantly from their browser. Navigate to Payments → Payment Links to get started. A payment link is a unique URL tied to one or more products. When a customer opens the link, they see a checkout page branded with your colors and logo. They enter their payment details and complete the purchase — no login required. Payment links support:
  • One-time and recurring products
  • Single and multiple products
  • Brand color customization
  • Sending to multiple contacts at once
1

Start a new payment link

Go to Payments → Payment Links and click + New Payment Link.
2

Add products

Search your product catalog and add one or more products to the link. You can include physical, digital, and subscription products.
3

Configure options

  • Set a name for the link (internal reference)
  • Choose whether to allow customers to adjust the quantity
  • Toggle on recurring if the product is subscription-based
4

Customize branding

Click Customize to set your brand colors for the checkout page. This ensures the payment experience looks consistent with your brand.
5

Generate and copy the link

Click Create. Copy the generated URL to share anywhere — email, SMS, social media, or embed it as a button on your website.
1

Open the customization panel

When creating or editing a payment link, click Customize to open the branding settings.
2

Set your brand color

Enter your primary brand color using a hex code or use the color picker. This color is applied to buttons, borders, and accents on the checkout page.
3

Preview

The preview panel updates in real time so you can see how the checkout page will look to your customers before saving.
Instead of copying and pasting a link into individual messages, you can send a payment link directly to a list of contacts from within the platform.
1

Open a payment link

Go to Payments → Payment Links and click on the link you want to send.
2

Select recipients

Click Send to contacts and search for or select multiple contacts from your CRM. You can select individuals or use a smart list or segment.
3

Choose the channel

Select Email or SMS as the delivery channel.
4

Send

Confirm and click Send. Each contact receives a personalized message with their unique payment link.
Use smart lists to send payment links to targeted segments — for example, all contacts tagged “renewal due” or all contacts in a specific pipeline stage.
In the payment links dashboard, each link shows:
  • Total revenue generated through the link
  • Number of purchases
  • Conversion rate (views vs. completed payments)
  • Status — active or inactive
Click into a link to see a breakdown of individual transactions.

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Frequently asked questions

The available payment methods depend on your connected payment gateway. With Stripe, customers can pay by card, Apple Pay, or Google Pay (if enabled).
Last modified on March 4, 2026