15min

Creating Pay Link

Click the "Create Pay link" option on the top right of the screen. You will get a Pay link Page pop-up,

You can now enter the details and send the pay link as shown below:

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  • Select/Enter the Name for the pay link.
  • Choose the currency that you want to generate the pay link for.
  • Select the Interval whether Monthly, Quarterly, etc.
  • Choose the price that you want to add.
  • Default Tax will be added to your total amount. (You can set your tax percentage from the Profile section).
  • Set "Trial Period" if required. Once the Trial period is added, The Trial period will be activated till the date gets over. After that period it will send the pay link to that customer.

You can click on the link for a video tutorial:

  • You can send the Pay link for Future transactions also. Enter the date in "Transaction Date" when you want to send pay link straight away.

You can click on the link for a video tutorial:

  • If you want to collect "Billing Address". You can click the checkbox named collect Customer Address.
  • You can then enter the Customer name & E-mail Address to notify them of their payments.
  • You can even "Search Customer" by giving the name of the customer and choosing from the drop down which has customer name and customer email id.

You can click on the link for a video tutorial:

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  • Then click on Save.

You can click on the link for a video tutorial:

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Updated 29 Mar 2022
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