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 select 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
Select the Payments section
Then select the Checkout Links sub-section
Select the New Checkout Link button or the + button next to All Checkout Links
Under Item/Service, add an existing item or service or enter a new one
If needed, under Description, add a short description about your Checkout Link (256 characters maximum)
Next, if needed, under Terms and Conditions, add any details that your clients should know when purchasing
Then under Price, add your subtotal
If needed, select Add Tax, then select up to two taxes and select 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, select Online Payments and choose the Payment Method
If needed, check off the box(es) under Payment Method to accept specific types like credit card, bank transfers (ACH) and/or debit cards
Select Done to apply the payment settings
Then if needed, select Collect Shipping Address
Next, check off the box next to Collect clients’ shipping address
Select Done to apply the changes
Next, if needed, select Currency
Then select a different currency
Select Done to save
Then if needed, select 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
Select Done to apply the notification settings
Then when you’re finished, select the Create button at the top right to make your new Checkout Link
A pop-up will appear with the link - select the Copy to Clipboard link and then select 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 activated 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 - Select the pencil icon and you’ll be taken to the edit screen of your Checkout Link where you can adjust and save afterwards
Share - Select the link icon and the pop-up will appear with the full link for you to copy
Deactivate / Activate - Select the pause icon to temporarily stop receiving payments for that link, and your clients will view an unavailable page instead, or select the play button to resume accepting payments
Delete - Select the trash can icon to delete the Checkout Link. You can view all deleted Checkout Links by selecting the deleted link at the bottom of the list
View Checkout Link Payments
To review all payments and shipping addresses made from a Checkout Link, use these steps depending on whether you want to review all Checkout Link payments or payments from a specific Checkout Link:
Select the Payments section
Then select Checkout Links underneath to view payments from a specific Checkout Link
Under the Activity column in the list of All Checkout Links, select x payments
A filtered list of payments from that Checkout Link will be displayed
Or, select the Checkout Link Payments tab to view all payments from all Checkout Links
From here, select the unique Receipt Number under any client's name to view the details of the payment and their shipping address (if activated 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:
Select the Checkout Link
If multiple tabs are displayed, choose between the Credit Card tab or the Bank Transfer tab depending on how you’d like to pay
Enter your payment details
Then select the Pay $xx.xx button
Your payment will begin processing and a thank you message will appear. 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. Select any of the links listed 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.
