--- updatedAt: 2026-03-27T21:41:30.000Z agentTools: projectIndex: https://docs.skipify.com/llms.txt --- # Creating and 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:
Field Required Description
Customer phone or email Yes The phone number or email the customer would like the Paylink sent to Note: Returning customer's information will automatically populate as you begin typing
Description No A custom field that can contain a message or identifiers such as invoice or order numbers * Examples: Thank you for shopping with us! Your invoice number is 00123
Amount Yes The full amount due as reflected on the customer's invoice
Expiration No The date and time at which you would like the Paylink to expire. Expired Paylinks are no longer payable.
Delivery method Yes How 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 information No Selecting 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** > ❗️ Important > > 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 > ❗️ Important > > Have your customers check their junk folder if they are not seeing the Paylink email
{` Skipify baner with link to contact us form `}