Checkout Links allow you to create unique reusable links to get paid upfront for an Item or Service for multiple Clients. Share Checkout Links on your website, social media, or anywhere online to let your Clients click and pay at fixed prices from the same Checkout Link.
Create a Checkout Link for your Clients to pay online by using the steps below:
New Checkout Link
Click on the Payments section
Then click on Checkout Links underneath
Click on the New Checkout Link button or the plus + button next to All Checkout Links
Under Item/Service, add an existing Item or Service or type to create a new one
If needed, under Description, add a short description about your Checkout Link (256 characters maximum)
Next, if needed, under Terms & Conditions, add any details that your Clients should know when purchasing
Then under Price, add your subtotal
If needed, click on Add Tax, select up to two taxes and click Apply Taxes. Next, review your Settings for this Checkout Link with the additional steps below.
Settings for This Checkout Link
While creating your Checkout Link, under Settings on the right, click on Online Payments and choose the Payment Method
If needed, check off the box(es) under the Payment Method to accept specific types like Credit Card, Bank Transfers (ACH) and/or Debit Cards
Click Done to apply the payment settings
Then if needed, click on Collect Shipping Address
Next, check off the box next to Collect clients’ shipping address
Click Done to apply the changes
Next, if needed, click on Currency
Then select a different currency
Click on Done to save
Then if needed, click on Notifications
Choose between Send me a notification email after each new payment or Do not send notification emails – Clients will still receive receipt emails automatically
Click Done to apply the notification settings
Then when you’re finished, click on the Create button at the top right to make your new Checkout Link
A pop-up will appear with the link - click on the Copy to Clipboard link and then click Done to dismiss the pop-up. The link can now be shared anywhere on your website, social media and more to start receiving payments.
Notes:
If you'd like to share a QR Code instead, use the Android app or iOS app to generate the QR Code
The logo on your Checkout Links are based off the Logo uploaded for your Simple template
If Track Inventory is enabled for an Item that’s on a Checkout Link, this will decrease the inventory
Manage Checkout Links
You can quickly edit, share the link, pause or delete a Checkout Link that you’ve created. Go to the list of Checkout Links and hover over a row to access any of these options:
Edit - Click on the pencil icon and you’ll be taken to the edit screen of your Checkout Link where you can adjust and save afterwards
Share - Click on the link icon and the pop-up will appear with the full link for you to copy
Deactivate / Activate - Click on the pause icon to temporarily stop receiving payments for that link, and your Clients will see an unavailable page instead, or click on the play button to resume accepting payments
Delete - Click on the trash can icon to delete the Checkout Link. You can view all deleted Checkout Links by clicking on the deleted link at the bottom of the list
View Checkout Link Payments
To see all payments and shipping addresses made from a Checkout Link, use these steps depending on whether you want to see all Checkout Link payments or payments from a specific Checkout Link:
Click on the Payments section
Then click on Checkout Links underneath to view payments from a specific Checkout Link
Under the Activity column in the list of All Checkout Links, click on x payments
A filtered list of payments from that Checkout Link will be displayed
Or, click on the Checkout Link Payments tab to view all payments from all Checkout Links
From here, click on the unique Receipt Number under any Client's name to view the details of the payment and their shipping address (if enabled on Checkout Link).
Client View of Paying a Checkout Link
Once a Checkout Link is generated and shared, Clients can pay using the below steps:
Click on the Checkout Link
If you see multiple tabs, choose between the Credit Card tab or the Bank Transfer tab depending on how you’d like to pay
Enter your payment details
Then click on the Pay $xx.xx button
Your payment will begin processing and you'll see a thank you message. A receipt will be emailed to you afterwards.
FAQs
How do I add a Checkout Link to my website?
Most website builder sites will include buttons that you can incorporate into your website. Click on the link below to find steps on how to add a button, then use the Checkout Link you've created to paste the link in the button's Clickthrough URL:
How do Checkout Link Payments affect my Client limit?
All Checkout Link Payments will be linked to an existing Client or Secondary Contact based off the email address used for the payment. If the email doesn't match an existing Client, a new Client is created instead. Any Clients created over your plan's limit will be visible in your list of Clients and locked until you can upgrade your FreshBooks subscription to continue working with these newly added Clients.