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Creating and sharing payment links

What are payment links and how do I use them?

Payment links are a quick and easy way for your customers to pay you. You can even use them instead of invoices.

You start by creating a link, which you then send to your customers. When they open it, they’ll see all your payment details including:

  • the amount

  • a description of what the payment’s for

  • your bank account details

They can then pay you by easy bank transfer or card (as long as you’ve set this up).

  1. To get started, go to the ‘Get paid’ tab in the app or on the web.

  2. From the ‘Get paid’ tab, choose ‘Create payment link’

  3. Fill in an amount and description

  4. Tap ‘Create payment link’ – we’ll show you a summary of the link you’ve created

  5. Tap ‘View your payment link’ to see what your customer will see

Create Payment linkLink created

You can also create a ‘reusable’ or ‘universal’ payment link. Find out how .

Once you’ve created a link, you’ll see the option to either ‘Share payment link’ or ‘Save and share later’. Tap ‘Share payment link’ to send it to your customer. You can do that any way you like, including by email, text or WhatsApp.

If you tap ‘Save and share later’, you’ll see the link in your ‘Get paid’ tab in the list called ‘Due’. You can also see it when you tap ‘All requests’.

You’ll also have the option to ‘Show a QR code’. Your customer can scan this to see the payment details on their own device. After that, follow the steps shown above for the app.

Payment links - Online create payment link

How to offer online card payments

By default, your payment link allows customers to pay you by easy bank transfer. But you can also take online card payments, and Apple Pay or Google Pay

To do that you’ll have to opt in by tapping ‘Accept online card payments’. If it’s your first time doing that, you’ll need to create a Stripe account (we’ve teamed up with them to process card payments for our customers).

You can preview links you create before you send them to check this. Tap on ‘View your payment link’ after you create it.

Here’s an example (the card option will only appear if you’ve turned ‘Accept online cards’ on).

Help - Payment link - Online payment view (1)

Yes, you can do this in the ‘Get paid’ tab. You can also:

  • see when your customer’s paid (we can do this for you, or you can do it yourself)

  • delete payment links you created (if you do this, you and your customer won’t be able to access the link anymore. It’ll also disappear from your ‘Get paid’ tab)

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