How To Generate and Send Payment Links

How to Generate and Send Payment Links

Payment links are a powerful tool that allow dashboard users to send a link to contractors, enabling them to pay multiple invoices at once. Follow the steps below to generate and send a payment link.

Step-by-Step Guide

1. Navigate to the Finance Tab:

   First, go to your Finance tab on the dashboard.

2. Sort and Select Orders:

   Inside the Finance tab, sort the orders you wish to generate a payment link for. You can filter by contractor, payment status, or order status to find the specific orders.

   • Click the checkbox next to each order you wish to include in the payment link.

   • Continue selecting until all desired orders are checked.

3. Create a Payment Link:

   Click on the Payment Link button located in the top right corner to create a payment link for the selected orders.

4. Confirm Selection:

   Verify that you've selected the correct invoices, then click Next to proceed.

5. Enter Recipient Information:

   Input the email addresses and/or phone numbers to which you wish to send the payment link. You can add multiple emails and phone numbers by separating each with a comma.

   • Enter a new email address into the recipient field in the Payment Link modal.

   • Click on the phone number field in the Payment Link modal and enter the desired phone number.

6. Send the Payment Link:

   After confirming that your contact information is correct, click Send to dispatch the payment link.

7. Confirmation:

   A notification in the top right corner of the screen will indicate that the payment link was successfully sent.