How It Works
  • 13 Jul 2022
  • 1 Minute to read
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How It Works

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Existing PayLink Customers

If you used PayLink prior to the upgrade, click here.

Charge Transaction

When you create a Transaction, a unique PayLink is generated.
This link can be emailed manually or automatically to your customer for payment. See our Use Cases for specific examples.

  • PayLink Configuration field
    Either set manually or if you have a default PayLink configuration record, it will be set automatically.
    L_03_how it works 1

  • There are five fields that populate onto the PayLink Screen: AmountCurrencyContact or AccountDue Date, and Description from the Transaction record.

Multiple Payment Gateways

Enter a value in Payment Gateway before saving.
PayLink will use the default Payment Gateway if that field is empty.

Payment Process

When your customer receives the PayLink, they will:

  • Select "Pay" in the top right corner.
  • Enter their Payment Method and click "Pay."
  • Review and accept the Terms and Conditions.
  • Download their receipt (printer icon).
    If you enabled Email Receipts, they will receive a receipt too.
Pay Button

Uses Stripe.js to collect card information from the user and stays PCI compliant. Learn more about Stripe.js

Next Steps


What's Next