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How to Generate a Payment Link

Generate links, view status, and reconcile payments

Inez Mugure avatar
Written by Inez Mugure
Updated over 2 months ago

Summary:

Send clients a secure payment link so they can pay online quickly and safely.

Steps:

  1. Go to Finance > Payment Links.

  2. Click Create Payment Link.

  3. Enter the client’s name, email, and payment amount.

  4. Select payment methods (Card, Mpesa, Bank Transfer, etc.).

  5. Click Generate Link.

  6. Share the link with your client via email, SMS, or WhatsApp.

🔔 Tip: Use payment links for deposits, balance payments, or partial settlements.


Common Questions:

Q: How long is a payment link valid?

A: By default, payment links expire after 7 days, but you can change this in settings.


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