To create a new payment link click on . On the next page, search for an existing customer or create a new customer.
Once a customer is created or selected, the new payment link form is opened with the following fields:
Customer: The name of your customer
Profile to use: Selecting a profile enables all of the options from that profile for the payment link including
the languages defined on the profile
the (customized) emails and sms messages from that profile
a specific payment service provider available for Premium packages
Amount: The amount required
Title: Message displayed on the payment page
Remittance (optional): The reference of the payment link
Expiry (optional): When the link should expire
Click on 'Add' to finalise and create the payment link. The details modal of the link will open where you can view the details and send an invitation to pay to the customer.
A payment link can also be created on an individual customer.