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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.
Payment links dashboard
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
  • Coupon/promo code fields
  • Custom redirect URLs after payment
  • Sending to multiple contacts at once
The dashboard table shows each link’s name, URL (with a copy button), status, price, and creation date. Use the date picker to filter by creation period, the search bar to find by name, and Filters to sort by status or source. The three-dot menu on each row lets you edit, deactivate, or delete a payment link.
1

Start a new payment link

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

Name the link

Enter a name for the link — this is an internal reference and is not shown to customers.
Payment link name field
3

Add products

Search your product catalog and add one or more products. Products are organized into One-time Products and Recurring Products sections.
  • Set a fixed quantity per product, or enable Allow customers to choose quantity and configure the minimum and maximum order quantity they can select.
  • When multiple recurring products are offered, customers can select only one recurring option at checkout.
4

Configure options

In the Options panel, toggle the settings that apply:
  • Require phone number — checkout cannot proceed without a phone number
  • Collect customer address — adds a delivery address field and saves it to the contact record
  • Allow coupon codes — adds a coupon/promo code field to the checkout page
  • Enable redirection to custom URL — after payment, customers are redirected to a URL you specify (choose same tab or new tab)
5

Customize branding

In Advanced Options, choose your button style and set your brand color. The checkout page preview updates in real time.
6

Generate and copy the link

Click Create. Copy the generated URL to share via email, SMS, social media, or embed it as a button on your website.
When creating or editing a payment link, open Advanced Options to access branding settings. Enter your primary brand color as a hex code or use the color picker — this is applied to buttons, borders, and accents on the checkout page. The preview updates in real time before you save.
Payment link overview
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.

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Text-to-Pay — sending payment requests via SMS

Text-to-Pay lets you send a payment request directly to a contact as an SMS message — no invoice or payment link setup required. The customer receives a text with a secure checkout link and can pay immediately from their phone. There are two ways to send a Text-to-Pay request:

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From a contact record

1

Open the contact

Go to Contacts and open the contact you want to bill.
2

Click Text to Pay

In the contact’s action bar, click the Text to Pay button (dollar sign icon).
3

Add products

Select one or more products from your catalog to include in the payment request.
4

Customize the message

Edit the SMS message body. A secure checkout link is appended automatically.
5

Send

Click Send. The contact receives the text and can complete payment from their phone.

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From Conversations

1

Open the conversation

Go to Conversations and open an active SMS thread with the contact.
2

Insert a payment request

Click the + icon in the message composer and select Request Payment (or the dollar sign icon).
3

Select products and send

Choose your products, review the message, and click Send.
Text-to-Pay requires a connected payment gateway. The customer’s checkout page uses the same branded checkout experience as other payment links.
Each payment link in the dashboard shows its name, URL, status, price, and the date created. Click into a link to see a breakdown of individual transactions associated with it, including purchase amounts and contact details.

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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).
Yes. In the Options panel when creating the link, enable Require customers to add a phone number. Checkout cannot be completed without it.
Yes. Enable Redirect to custom URL in the Options panel and enter the destination URL. Choose whether it opens in the same tab or a new tab. After payment, customers see a brief interim screen before being redirected.
Text-to-Pay sends a payment request directly to a contact via SMS — without creating a named payment link first. It is a faster path for one-off payment requests initiated from a contact record or an active Conversation. A standard payment link is a reusable URL you can create once and share many times.
Last modified on March 22, 2026