How To Create Payment Link
Administrator
Last Update 8 months ago
STEPS:
1.First We create product for payment link creation
2.Go to Business360
3.Go to payments → Click products
4.Click Create Product
5.Fill the product information here, title, description, media
6.Set the price
7.Click “Save”
Now the product created successfully.
Next payment link creating.
STEPS:
1.Go to payments
2.Click “Payment links”
3.Click “Create new payment link”
4.Create payment link name
5.Select your product
6.if required additional fields here
options- require customers to add phone number, collect customer address, allow coupon codes, let customer adjust quantities
if advanced options - call to action payment link button, branding option, add terms and condition option
7.Then click “save”
8.Get Payment link in here
9.Click “Copy/send”
10.Get standard link for all customers or get a customized payment link with prefilled data for a specific contact
11.Send To Potential Customers
A personalized payment link with all of their contact data prefilled would be sent out to the customers
12.Search or choose customers to send your link
13.it optional set email template
14. Then Click “Send”