Overview
Payment links give customers a simple page where they can view their current balance, recent charges, and pay online with a credit card. Each customer gets a unique, secure link that shows their real-time account information.To accept online payments, you’ll need to connect your Stripe account first. Without Stripe connected, customers can still view their balance but can’t complete payments online.
Send an invoice via SMS
The fastest way to share a payment link is through the Invoice action, which prepares a personalized text message with the customer’s payment link.Open the FAB menu
From a customer’s profile or billing history page, tap the floating action button (➕) in the bottom-right corner. Then tap Invoice.
Select the customer
If you opened the Invoice action from a customer’s page, they’re pre-selected. Otherwise, search by name, email, phone, or address.
Send the message
A pre-filled message is composed with the customer’s unique payment link. You can edit the message if needed.
- Compose SMS — Opens your device’s native SMS app with the message pre-filled (requires a phone number on the customer’s account)
- Copy Message — Copies the full message to your clipboard so you can paste it anywhere
- Copy — Copies just the link to your clipboard
The payment link is generated automatically the first time you open the Invoice flyout for a customer. The link is unique to each customer and shows their current balance in real-time.
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
Invoice with charges
When a customer has an outstanding balance, the payment page shows a complete invoice listing all charges with their dates and descriptions. Taxes are broken out per charge, and any payments already applied are shown as credits against each charge.
Print invoice
Customers can print their invoice directly from the payment page by tapping the Print button in the top-right corner. This opens the browser’s print dialog and produces a clean, print-friendly version of the invoice.Tip options
When customers have an outstanding balance and your Stripe account is connected, they can add an optional tip. The default is 20%, but they can choose:- No tip
- 18%
- 20% (default)
- 25%
Payment form
When Stripe is connected, customers see a secure payment form where they can enter their credit card details and complete payment.
Communication consent
During payment, customers may be asked to consent to receive text message communications about their account and services. This consent is optional and not required to complete payment.
When Stripe isn’t connected
If you haven’t connected your Stripe account yet, customers will see a message that online payments aren’t available.
When to use payment links
Payment links are ideal for:- Texting customers a link to view their balance right after completing work
- Following up on outstanding balances
- Letting customers save their payment method for future auto-charges
- Sharing via email or other communication methods