Sending a PayLink

Learn how to create and send PayLinks

Within the Merchant Portal, navigate to the PayLinks tab and select Send PayLinks.

Video showing how to navigate to the PayLinks tab on the Merchant Portal

The Send a new PayLink section contains the following options:

Customer phone or emailYesThe phone number or email the customer would like the PayLink sent to

Note: Returning customer's information will automatically populate as you begin typing
DescriptionNoA custom field that can contain a message or identifiers such as invoice or order numbers

Thank you for shopping with us!
Your invoice number is 00123
AmountYesThe full amount due as reflected on the customer's invoice
ExpirationNoThe date and time at which you would like the PayLink to expire. Expired PayLinks are no longer payable.
Delivery methodYesHow the customer would like to receive the PayLink

Note: When the Text and email option is selected, a new field will appear for the additional delivery method if the customer's information has not been previously stored
Save customer informationNoSelecting this option will save the account for future use

Note: This requires two additional fields - Customer first name and Customer last name

After completing the form, you will need to select the confirmation check box which confirms that you have collected the customer's consent to receive communication, followed by clicking Send PayLink



The PayLink will be sent as soon as you click Send PayLink. PayLinks can not be scheduled to send at future dates at this time.

Video showing how to fill in the required information to send a PayLink



Have your customers check their junk folder if they are not seeing the PayLink email

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