Payment Links

For businesses or individuals seeking a straightforward solution for receiving payments, payment links offer an efficient and convenient method. These links simplify the process by enabling quick creation and secure transactions, enhancing the overall customer experience. They also allow users to create reusable links for faster future checkouts and provide customization options to manage and control sales operations more effectively. Accessing the Payment Links Dashboard To begin using payment links, head to the "Payments" section in the left-hand sidebar and select "Payments."   How to Create a New Payment Link To generate a new payment link, click on the "+ Create New Payment Link" button located in the upper-right corner of the dashboard.  Using the Date Picker If you need to filter payment links by a specific period, utilize the date picker to narrow down your search.  Searching for Payment Links To quickly locate a specific payment link, simply type the name of the link into the search bar.  Filtering Payment Links You can apply filters to sort links by their status or the source from which they originated.  Viewing Payment Link Details The dashboard displays key details about each payment link, including the name, URL, status, price, and the date it was created. You can easily copy the link URL from this table.  Managing Payment Links On the right-hand side of each link entry, clicking on the three dots provides options to edit, deactivate, or delete a payment link.  With these tools, you can handle payment processing in a secure, simple, and flexible manner.

Payment Links are a powerful tool designed to streamline your sales process, reducing client churn by offering pre-filled forms that simplify payments. Instead of going through a complicated invoice or checkout process, clients can simply click the link and complete their transaction in just a few steps. The same Payment Link can be distributed to multiple clients while maintaining a personalized experience for each one. This feature reduces your workload while ensuring convenience and flexibility for your customers. Step-by-Step Guide: 1. Access the Payment Links Tab Go to the Payments Links section, located within the Payments dashboard. 2. Create or Edit a Payment Link Click on the three dots next to an existing link to edit, or choose to create a new Payment Link. After making changes or setting up the link, hit Save. 3. Copy or Send the Payment Link Press the Copy/Send button. A pop-up window will appear, giving you the option to either copy the link or send it directly to your contacts. 4. Send the Link to Multiple Contacts In the pop-up, select Send to Contacts, and choose the contacts you want to send the Payment Link to. 5. Select the Communication Channel Choose the communication channel(s) you'd like to use, such as email or SMS. If sending via email, customize the subject line for the message. 6. Finalize and Send Once you're ready, click Send. A pre-filled Payment Link will be sent out to your clients, making it easy for them to complete their payment. Conclusion By using Payment Links, you can greatly improve the payment experience for your clients, making it smooth, fast, and personalized. This tool not only reduces the effort on your end but also increases client satisfaction by simplifying the entire payment process.

Key Advantages The use of Product Payment Links provides several notable benefits to enhance your sales process: Simplified Selling: Easily create payment links, streamlining your sales flow and making it more efficient. Secure and Convenient Transactions: Enable your customers to securely store payment details, allowing for faster and more seamless future purchases. Customizable and Manageable: Tailor payment buttons to match your needs, track sales, and effortlessly manage the activation or deactivation of payment links, giving you full control over your sales process. Steps to Create and Use Product Payment Links 1. Go to the Payments Section: On the left-hand menu of your CRM, locate the 'Payments' option. Then, click on the 'Payment Links' tab located in the upper navigation, followed by selecting the '+Create New Payment Link' button.  2. Choose Product and Set Price: In the payment link builder, select the product you're selling and enter the correct price for the transaction. This ensures your customers are charged the appropriate amount.  3. Customize Button Appearance: Under 'Advance Options,' you can pick the button style that aligns with your branding. This feature allows you to adjust the appearance of the payment link to suit  your preferences.   4. Add Terms and Conditions: By selecting the checkbox, you can include terms and conditions (up to 180 characters) beneath the payment button. To insert a link to your T&C, highlight the text or use the Hyperlink icon to add the URL, choose a placeholder, and decide how the link will open.  5. Preview and Test the Purchase Flow: Once the link is set up, you can preview the payment form. Fill out the necessary fields and click 'Pay' to ensure everything works before sharing the link with your customers.  6. Confirmation and Link Management: After completing a purchase, a confirmation window will appear. You can also manage your payment links by clicking the three dots next to each link, giving you the option to modify or deactivate them.  Common Issues and FAQs Q: Why isn’t my payment link working? A: Double-check that all necessary fields are filled in correctly and that the product and price are set properly. If the issue persists, review your payment gateway configuration. Q: Can I customize my payment page? A: Yes, you can modify the appearance of the payment button, though more advanced design customizations may require further steps. Q: How can I track sales from payment links? A: You can monitor transactions via the 'Payments' section of your CRM, where you’ll find insights on your sales performance and customer data.