Payment Links
A payment link is a shareable URL that takes payment for a specific service. You send the link, the client clicks it, pays, and the money goes to your provider account.
When to use a payment link instead of an invoice
- Invoice is for a specific client buying specific work, usually after a conversation
- Payment link is for a service you sell repeatedly to anyone willing to pay, the client doesn't need to be in your system first
Common payment-link patterns:
- "Book a discovery call" link for $99
- "Logo design package" link for $1,500
- "Monthly SEO retainer" link for $800/mo
- "Pay deposit to start project" link for $X
Creating a payment link
Navigate to Billing > Payment Links and click New Payment Link. Pick the service it's for and save. You get a public URL you can copy and share.
Send the URL anywhere, email, your website, a chat, a social DM. Anyone who opens it sees a payment page with your branding, the service description, and a card form.
After payment
The buyer's email is captured at checkout. What happens next depends on the service:
- For a recurring service, the buyer becomes a client and a subscription starts on their saved card.
- For a one-time service, the payment is recorded against the buyer and you can follow up manually.
If you want to layer in additional steps after a payment lands, sending a welcome message, kicking off a project board, assigning an intake form, set up an Automation triggered by Invoice paid. The automation can react to any successful payment and run actions like creating a task, assigning a form, or sending a chat message.
Tracking sales
The Payment Links page shows each link's lifetime sales, number of payments and total collected. Useful for seeing which offers convert.