Generating a Payment Link

Updated July 11, 2024

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.


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

To Generate a Payment Link:

  1. Navigate to the Invoice Header.
  2. Click Payment Link.

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


Note: 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.

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



Note: 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. If you set the Token Validity Days to 0, the Click to Pay link is generated without an authentication token.

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


Important: 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.

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