What Are Checkout Links?

• Set Up Checkout Links
• Manage Checkout Links
• View Checkout Link Payments
• Client View of Paying a Checkout Link
• FAQs

Set Up Checkout Links

New Checkout Link

1. Click on the Payments section
2. Then click on Checkout Links underneath
   
   
3. Click on the New Checkout Link button or the plus + button next to All Checkout Links
4. Under Item/Service, add an existing Item or Service or type to create a new one
   
   
5. If needed, under Description, add a short description about your Checkout Link (256 characters maximum)
6. Next, if needed, under Terms & Conditions, add any details that your Clients should know when purchasing
7. Then under Price, add your subtotal
8. 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

1. While creating your Checkout Link, under Settings on the right, click on Online Payments and choose the Payment Method
   1. 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
   2. Click Done to apply the payment settings
2. Then if needed, click on Collect Shipping Address
   1. Next, check off the box next to Collect clients’ shipping address
   2. Click Done to apply the changes
3. Next, if needed, click on Currency
   1. Then select a different currency
   2. Click on Done to save
4. Then if needed, click on Notifications
   1. Choose between Send me a notification email after each new payment or Do not send notification emails – Clients will still receive receipt emails automatically
   2. Click Done to apply the notification settings
5. Then when you’re finished, click on the Create button at the top right to make your new Checkout Link
6. 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.
   
   

• 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

1. Click on the Payments section
   1. Then click on Checkout Links underneath to view payments from a specific Checkout Link
      1. Under the Activity column in the list of All Checkout Links, click on x payments
         
         
      2. A filtered list of payments from that Checkout Link will be displayed
   2. Or, click on the Checkout Link Payments tab to view all payments from all Checkout Links
      
      
2. 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:

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. Your payment will begin processing and you'll see a thank you message. A receipt will be emailed to you afterwards.

FAQs

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