Basic Functions in Payment Links

Let us take a look at how you can enable and create a payment link in Zoho Invoice.

Enable Payment Links

To create payment links in Zoho Invoice, you will have to enable the Payment Links module first. To do this:

• Go to Settings > Preferences.
• Select General from the left menu.
• Mark the Payment Links option.
• Click Save.

Once you enable this option, the Payment Links module will be available in the left sidebar.

Create Payment Link

To create a new payment link:

• Go to the Payment Links module in the left sidebar.
• Click the +New button on the top right corner of the page.
• Fill in the required details.

Fields	Description
Customer Name	Select the customer for whom you are creating the payment link.
Payment Amount	Enter the amount that you want to request from the customer.
Link Expiration Date	Select the date on which the payment link should expire. By default, this will be 15 days from the date of creating the link. Once expired, the payment link cannot be accessed.
Description	Enter a short note on why you’re collecting this payment. This will be visible for your customers in the payment page.

• Click Save or Save and Share.

Once you’ve created the payment link, a shortened URL and an automated Reference # will be generated for the link.

Send Payment Link

You can share the payment link with your customer through an email, requesting them to pay you online. Here’s how:

• Go to the Payment Links module in the left sidebar.
• Select the payment link that you want to send.
• Click the Overflow icon on the top right corner.
• Select Send Email from the list of options.

• The customer’s email address, along with their contact person’s email addresses (if any), will be displayed in the next page.
• Click Add Contact Person if you want to add a new contact person’s email address.
• Choose the required email address(es).
• Click Send.

An email, as shown in the Email Preview, will be sent to your customer requesting them to pay you online using the payment link.