Need to collect a deposit, charge for a one-time job, or get paid on the spot? Payment Links let you send a secure link by text, email, or QR code—no invoice required. Ideal for quick jobs, mobile services, or drop-in appointments. This guide shows how to create and send one in just a few steps.

Step 1: Set your default payment method

On the Payment Link page, click the settings gear icon (⚙︎) in the top right corner, choose your preferred payment method from the dropdown, and click Save — this will set the default for your links, though customers can still choose from any available options at checkout.

⭐ Want to accept ACH payments? Reach out to your Payments Manager+ rep to get set up.

Step 2: Create a new link

Back on the Payment Links page, click New Payment Link.

Step 3: Fill in the details

Enter the amount — no need to assign a customer unless you want to — and adjust the settings as needed. You can also:

• Set an expiration date – Prevent access to the link after a specific time.

• Allow partial payments – Let customers pay in smaller amounts until the full balance is covered (minimum $1 per payment).

NOTE: Both options can be added later, as long as the customer hasn’t opened the link yet.

Step 4: Send your link

Choose how you want to send the link — copy and paste the URL, email it, text it, or display a QR code. If you didn’t assign a customer to the link, it can only be accessed via direct URL or QR code.

Step 5: Track your link

After sending your link, you can monitor its progress by checking the Status column on the Payment Links page. Once sent, the link will show as Active.