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Send a Text-To-Pay link from a conversation

Learn how to set up and send Text-To-Pay links in ZipLeads by SMS, so customers can pay in a few taps.

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Written by Matt Phillips

Text-To-Pay Links let you request and collect payments instantly by SMS, straight from a conversation.


What are Text-To-Pay Links?

Text-To-Pay Links are secure payment requests you send by SMS from within a conversation. They create a checkout link so customers can pay in a few taps. This reduces friction and speeds up collection. It also keeps payment activity tied to the contact's conversation, so it's easy to follow up and track.
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Key Benefits of Text-To-Pay Links

  • Fast Collection: Send a pay-ready link from any SMS conversation. Fewer steps means quicker payment.
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  • On-Brand: Customise the invoices to match your brand style.
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  • Flexible Pricing: Apply discounts and tax when you send, to reflect the exact deal.
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  • Due Dates: Set a due date on the link to encourage timely payment and manage expectations.


Sending a Text-To-Pay Link from Conversations

  1. Go to Conversations and open the conversation with the contact you want to send the Text-To-Pay link to.
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  2. In the channel picker at the message box, choose SMS.
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  3. Click Request Payment (the $ icon) below the text editor.
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  4. In the Request payment window:

    • Select the product (or item) and confirm the price.

    • Add a discount and/or tax if needed.

    • Set a Due date.

    • Choose between Test and Live mode. Use Test for checks that don't take real payments.
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    Click Preview to review the checkout experience, or click Copy link & Mark as sent.
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  5. Click Send to send the Text-To-Pay link. Your customer will see the screen below when they open the link.
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    Tip: You can customise this page! To learn how, see the article How to Customise Payment Links with Your Brand Colours.


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