Business 360 Help Center | 🐾 How to send a Payment Link to your contact Using the "Text 2 Pay" feature?

🐾 How to send a Payment Link to your contact Using the "Text 2 Pay" feature?

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Last Update a year ago

You can send a payment link directly to a contact using the "text 2 pay" feature so they can pay you for services or products. Either the Conversations tab or an individual contact record can be used for this. The available link will include an option for them to click directly there to make a payment to you. This is a great and convenient way to process payments. Follow the steps below to start using the “text 2 pay” feature.

1. Ensure your Stripe account is integrated.

* Steer to Payments

* Add your Stripe Secret key, or use Stripe Connect. (Stripe Connect is the preferred method for security.)

You can also navigate to Settings > Integrations to check if your Stripe account is connected already.

2. Create the invoice link.

Go to Conversations and choose a contact, or navigate to Contacts and click into contact record.

Within the messaging section, there will be a small icon that is a circle with a dollar sign.

- A popup window will appear that looks like this:

* You can add an item, with a name and cost.

* Click the plus sign to add additional items, or the trashcan icon to delete any you wish to remove.

* You’ll see the total added up under the list of items.

* The invoice number will be automatically generated.

* Next, choose a link expiration date.

NOTE: The link will expire at midnight.

- Click Save to confirm your changes.

3. Send the SMS message.

* The link will now be created in the SMS draft.

* Add any additional text you wish to include.

* Send your message.

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