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      What are Checkout Links?

      Checkout Links allow you to create unique payment links to collect online payments without needing to make an Invoice first. Post Checkout Links on your website, social media, or anywhere online to let your customers click and pay for items or services at a fixed price with their credit card or bank account. 


      Set Up Checkout Links

      Create a Checkout Link for your customers to pay online by using the below steps (currency will be taken from your Base Currency in your Company's Profile):

      New checkout link with fields to fill out.

      1. Click on the Payments section
      2. Then click on Checkout Links underneath
      3. Click on the New Checkout Link button
      4. In the field, click on Add an item or service and choose from one of your existing items or services, or you can type to create a new one
      5. If needed, click on the Add a description field and enter one
      6. Add a Subtotal
      7. Then if needed, click Add Tax, select up to two taxes and click Apply Taxes
      8. Under Settings on the right, click on Online Payments and check off the box(es) next to Accept Credit Cards and/or Accept ACH Bank Transfer (available for US businesses only). If both are checked off, your customers can pay by either Credit Card or Bank Transfer on this link. If only one is checked off, your customers can only pay by the selected option
      9. Click Done to apply the payment settings
      10. Click on Notifications and choose between Send me a notification email after each new payment or Do not send notification emails
      11. Click Done to apply the notification settings
      12. Then when you’re finished, click on the Create button to make your new Checkout Link
      13. A pop-up will appear with the link - click Copy to Clipboard and click Done to finish. The link can now be shared anywhere on your website, social media and more to start receiving payments.
        Pop up with link to copy to checkout link.


      Manage Checkout Links

      You can quickly edit, share the link, pause or delete a Checkout Link that you’ve created. Just go to your list of Checkout Links and hover over any link to access any of these options:
      A setup Checkout Link with buttons over it for quick actions.

      • 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 - Click on the pause icon to temporarily stop receiving payments for that link, and your customers will see an unavailable page instead
      • Delete - Click on the trash can icon to delete the Checkout Link permanently. You can view all Deleted Checkout Links by clicking on the View Deleted Checkout Links button at the bottom of the list


      View Checkout Link Payments

      To see all payments made from a Checkout Link, use either of the two options:

      All Checkout Links

      See specific payments associated to a Checkout Link:

      1. Click on the Payments section
      2. Then click on Checkout Links underneath
      3. Under the Activity column in the list of All Checkout Links, click on x payments
        Checkout link with a link called 2 payments to click on.
      4. A filtered list of payments from that Checkout Link will be displayed. Click on the unique Receipt Number under each Customer’s name to view the details of the payment.

      Checkout Links Payments

      See all payments made to all Checkout Links:

      1. Click on the Payments section
      2. Then click on the Checkout Links Payments tab
        Tab inside Payments section with a list of all checkout links displayed.
      3. To view details for a payment, click on the unique Receipt Number under a customer’s name.


      Customer View of Paying a Checkout Link

      Once a Checkout Link is generated and shared, customers can pay using the below steps:
      Client view of checkout link with payment fields to enter.

      1. Click on the Checkout Link
      2. If you see multiple tabs, choose between the Credit Card tab or the Bank Transfer tab depending on how you’d like to pay
      3. Enter your payment details
      4. Then click on the Pay $xx.xx button
      5. A receipt will be emailed to you afterwards.



      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:

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