Overview
Payment links give customers a simple page where they can view their invoice, see all charges, add an optional tip, and pay online with a credit card. Each invoice has a unique, secure link that you can share via text or email.To accept online payments, you’ll need to connect your Stripe account first. Without Stripe connected, customers can still view their invoice but can’t complete payments online.
Send an invoice via SMS
The fastest way to share a payment link is through the Send Invoice button on the invoice detail page, which prepares a personalized text message with a direct link to the invoice.Open the invoice
From the Money page, click on the invoice you want to send. Or from a customer’s profile, click on an invoice in the Invoices section.
Click Send Invoice
Tap the Send Invoice button. If the invoice is a draft, this transitions it to unpaid and assigns an invoice number.
Share the message
The SMS sharing modal opens with a pre-filled message containing the customer’s unique invoice link.
- Send 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 (shown when no phone number is on file)
- Copy — Copies just the link to your clipboard
The payment link goes directly to the specific invoice. Customers can also navigate to their full invoice history from the invoice page.
Sending an invoice from a completed appointment
When you complete a job appointment, a Send Invoice button appears on the appointment detail page. This flow includes an invoice preview step so you can review the invoice before it’s sent.Tap Send Invoice on the completed appointment
After completing a job, find the Send Invoice button on the appointment detail page.
Review the invoice preview
An invoice preview opens showing your business information, the customer’s name and billing address, and all charges. Confirm everything looks correct.
Tap Send to Customer
Tap Send to Customer to mark the invoice as sent and proceed to the SMS compose step.
Share the payment link
The SMS compose modal opens with a pre-filled message tailored to the specific appointment (including the service name and date).
- Send SMS — Opens your messaging app with the message pre-filled
- Copy Message — Copies the full message (when no phone number is on file)
- Copy — Copies just the link
What customers see
When customers open their invoice link, they see a list of their invoices. Clicking an invoice may first show a service review page (for eligible service appointments), then takes them to the payment page.Service review
For invoices tied to a service appointment, customers are shown a “How was your service?” page before they can pay. They rate their experience with 1–5 stars and can optionally add a tip. Once they tap Continue to invoice, their rating and tip are saved.
Invoice payment page
The invoice payment page shows the full breakdown:- Your business information (if configured)
- Their name and billing address
- Invoice number and dates (issued, due)
- All charges with titles and amounts
- Subtotal, tax, and balance due
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
- 15%
- 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 right after completing work so they can see their charge and pay
- Following up on outstanding balances
- Sharing via email or other communication methods