Overview
Payment links give customers a simple page where they can view their current balance, recent charges, and see payment options. Each customer gets a unique, secure link that shows their real-time account information.Generate a payment link
1
Open the customer page
Go to Customers and click on the customer’s name.
2
Generate the payment link
In the Billing section, find the Payment Link area and click Generate Link.
3
Copy and share the link
Click Copy to copy the link to your clipboard, then share it with your customer via text, email, or any other method.
The payment link is unique to each customer and shows their current balance in real-time. The balance updates automatically as charges and credits are added to their account.
What customers see
When customers open their payment link, they’ll see different content based on their account balance:Zero balance
A success message confirming they have no outstanding balance.
Credit balance
A message showing they have a credit on their account.
Outstanding balance
The amount they owe with payment options.
Payment page features
View recent charges
Customers can click View recent charges to see the last 20 billing line items on their account.
Tip options
When customers have an outstanding balance, they can add an optional tip:- No tip (default)
- 18%
- 20%
- 25%
Payment form
The payment form includes options to:- Save card for future payments
- Consent to receive automated payment reminders via text
Regenerate a link
If you need to create a new link and invalidate the old one:- Go to the customer’s billing section
- Click the refresh icon next to the payment link
- Confirm you want to generate a new link
- The old link will stop working immediately
When to use payment links
Payment links are ideal for:- Texting customers a quick link to view their balance
- Including in email signatures
- Posting on customer service portals
- Sharing after completing work
- Following up on outstanding balances