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How to create and use Payment Links

Learn how to create and manage Bookipi Payment Links to accept payments effortlessly in Bookipi Web App v2

Aiko avatar
Written by Aiko
Updated over a month ago

How to create and use Payment Links in Bookipi

Easily collect payments online with Bookipi Payment Links — no complicated website setup needed. Perfect for social media, emails, or business websites. Here’s a simple guide to get you started.


Step-by-step guide to creating a Payment Link

Step 1: Go to 'Payment Links'

Log into your Bookipi account and click ‘Payment Links’ on the left panel of your dashboard.

Step 2: Click ‘Create Payment Link’

Select the ‘Create Payment Link’ button to start.

Step 3: Choose your link type

  • Universal Payment Link: Choose ‘Customer will enter the amount’ if you want customers to input their payment amount.

  • Fixed Amount Payment Link: Choose ‘I will enter the amount’ if you want to set a specific payment amount.

Step 4: Enter the required details

  • 'Link Title': Add a clear, simple name for your payment link.

  • 'Description': (Optional) Add a short note or description for your customers.

  • If you selected 'Fixed Amount', enter the exact amount here.

Step 5: Generate your payment link

Once all details are added, your payment link will be created automatically.


Sharing your payment link

Copy Link

Click the ‘Share’ button on your payment link and select ‘Copy’. Paste it anywhere — in messages, emails, social posts, or on your website.

Direct Share

Click ‘Share’, choose your preferred platform (text, email, or social media), and follow the prompts to send it.


Managing your Payment Links

  • View Status: See all your links in the Payment Links dashboard.

  • Track payment status and transaction history.

  • Check link usage and activity.


Payment Notifications

  • You’ll receive an email for every successful payment.

  • View confirmations instantly in your dashboard.

  • Customers automatically receive email receipts for their payments.


Troubleshooting

  • Link not working?

    • Check your payment settings.

    • Confirm the link hasn’t expired.

    • Ensure your payment details are correct.

  • Payment errors?

    • The customer will see a clear error message.

    • You can check the transaction status in your dashboard.

    • Contact our support team if needed.


Common FAQs about Bookipi Payment Links

Q: How do I create a payment link?

A: Go to the Payment Links section, select Universal or Fixed Amount, and follow the prompts to generate your link.

Q: Is it free to use?

A: Yes — currently free during our beta phase. Future pricing will be announced.

Q: Can I create multiple payment links?

A: Yes! You can create unlimited links during the beta.

Q: Why isn’t my link working?

A: Make sure your payment settings are complete, your link hasn’t expired, and all payment details are correct.

Q: What payment methods are accepted?

A: All major credit and debit cards via secure processing.

Q: Can I customise the payment page?

A: Customisation is currently limited. More options are coming soon.

Q: How will I know when I get paid?

A: You’ll receive email notifications and see real-time updates in your dashboard.

Q: How long do payments take to process?

A: Payment confirmations are usually instant. Fund transfers follow standard processing times.

Q: What happens if a payment fails?

A: The customer will see an error message explaining the issue and can retry.

Q: Is it secure?

A: Absolutely — Bookipi uses the same secure payment processing as our invoicing platform.

Q: Can links be reused?

A: Yes — unless you delete or deactivate them.

Q: Can I track all payments?

A: Yes, via your dashboard.

Q: Can customers get receipts?

A: Yes — automatic email receipts are sent after each successful payment.

Q: Can I refund a payment?

A: Yes — refunds can be processed through your dashboard within the standard refund window.


Discover more ways to manage payments with Bookipi

Check out our Payment FAQs for answers to common questions about processing times, payment methods, refunds, and more.

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