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Generating a Payment Link

Payment links are generated from the customer's invoice header. Once the link is generated, you can copy it to the clipboard and then paste it into an email, a text field, or document. The link contains the URL of your Click to Pay page and an authentication token that automatically loads the customer's invoice number and amount owing.

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Before you can generate a payment link, you need to configure Click to Pay.

  1. Navigate to the Invoice Header.

  2. Click Payment Link.

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  3. In the Click to Pay Payment Link window, click Generate Link.

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    If you want the customer to pay a specific amount, click the Requested Amount checkbox, and enter the amount that you want the customer to pay. On the payment portal, the customer will not be able to change the payment amount when entering their payment information. To use this option, the EPASS User needs the Click to Pay - Allow Requested Amount security option.

  4. Click the Copy button to copy the link to the Clipboard.

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    If you want to change how long the link will remain active, enter an amount in the Expiry Days field, and then generate a new link by clicking Generate Link.

  5. Close the Invoice. You can now paste the payment link into an email or text message.

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    Make sure to close the invoice before sending the payment link to the customer. If the customer submits payment through Click to Pay while the invoice is open, payment will not appear on the invoice until it is closed.

What the Customer Sees​

When the customer clicks the payment link, they'll be taken to the Click to Pay web page to enter payment (actual page layout may differ slightly than shown here).

Note

If you've set up Click to Pay notifications for customers, they'll receive an email or text confirming receipt of their payment.

See Also​

Updated

July 17, 2025