How to Create Payment Links for Products

Key Advantages

The use of Product Payment Links provides several notable benefits to enhance your sales process:

• Simplified Selling: Easily create payment links, streamlining your sales flow and making it more efficient.

• Secure and Convenient Transactions: Enable your customers to securely store payment details, allowing for faster and more seamless future purchases.

• Customizable and Manageable: Tailor payment buttons to match your needs, track sales, and effortlessly manage the activation or deactivation of payment links, giving you full control over your sales process.

Steps to Create and Use Product Payment Links

1. Go to the Payments Section: On the left-hand menu of your CRM, locate the 'Payments' option. Then, click on the 'Payment Links' tab located in the upper navigation, followed by selecting the '+Create New Payment Link' button. 

2. Choose Product and Set Price: In the payment link builder, select the product you're selling and enter the correct price for the transaction. This ensures your customers are charged the appropriate amount. 

3. Customize Button Appearance: Under 'Advance Options,' you can pick the button style that aligns with your branding. This feature allows you to adjust the appearance of the payment link to suit

 your preferences.

4. Add Terms and Conditions: By selecting the checkbox, you can include terms and conditions (up to 180 characters) beneath the payment button. To insert a link to your T&C, highlight the text or use the Hyperlink icon to add the URL, choose a placeholder, and decide how the link will open. 

5. Preview and Test the Purchase Flow: Once the link is set up, you can preview the payment form. Fill out the necessary fields and click 'Pay' to ensure everything works before sharing the link with your customers. 

6. Confirmation and Link Management: After completing a purchase, a confirmation window will appear. You can also manage your payment links by clicking the three dots next to each link, giving you the option to modify or deactivate them. 

Common Issues and FAQs

• Q: Why isn’t my payment link working?

  • A: Double-check that all necessary fields are filled in correctly and that the product and price are set properly. If the issue persists, review your payment gateway configuration.

• Q: Can I customize my payment page?

  • A: Yes, you can modify the appearance of the payment button, though more advanced design customizations may require further steps.

• Q: How can I track sales from payment links?

  • A: You can monitor transactions via the 'Payments' section of your CRM, where you’ll find insights on your sales performance and customer data.