How to generate payment links in CRM [Video]

You can create payment links in your CRM system and share them with customers. This will make their payment process more comfortable, and your accountants will have another tool for reporting.

In this article, we will talk about how to generate payment links and use them.

A payment link is a way to receive an online payment for a specific order via a created invoice. You can share it using a chatbot, email, or live chat.

Once a user clicks your link, they will be able to pay for their order.

Create a Payment

You can create a payment link in your contact cards or deals.

In a Contact

Go to the “Contacts” tab, and find a contact on the list. Open their card, go to the “Payments” tab, and click Create payment.

If you create a payment link using a contact card, a deal for the payment will be created during the payment process — all data will be saved …