How to Send Payment Links to Multiple Contacts

Modified on Thu, 5 Sep at 7:38 PM

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.

Payments Links Tab

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.

Edit or Create Payment Link
Save Payment Link

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.

Copy or Send

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.

Send to Contacts

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.

Select Channel

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.
Send 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.