Payment Links

Share a payment link with your customers so they can view the invoice, see your bank details, and confirm their payment — all on a single page.

Payment links require a Pro plan.

How It Works

1. You generate a payment link for an invoice
2. Your customer receives the link (via email or a direct share)
3. They visit the link, see the invoice summary and your bank transfer details
4. After making the transfer, they click “I’ve Made the Payment”
5. You receive a notification and confirm or reject the payment

Setting Up

Before generating payment links, you need to:

1. Enable the integration — Go to your business Integrations page and toggle on Manual Bank Transfer
2. Add bank details — Go to Settings → Documents → Payment Instructions and enter your bank account, e-wallet, or other payment details

These payment instructions are what your customers will see on the payment link page.

Generating a Payment Link

1. Open an income transaction
2. Make sure invoice tracking is enabled (the Invoice Status card should show a status)
3. In the Payment Link card, click Generate Payment Link
4. Copy the link using the copy button and share it with your customer

The link amount is automatically calculated as the remaining balance on the invoice (total minus any payments already recorded).

Sharing via Email

When you email an invoice that has an active payment link, a “Pay Now” button is automatically included in the email. Your customer can click it to go directly to the payment page.

What Your Customer Sees

The payment link page shows:

• Your business name and branding
• Invoice number, date, and due date
• Line items with quantities and amounts
• Total amount due
• Your payment instructions (bank details)
• A form to confirm payment with an optional transfer reference

No login is required — the page is public.

Confirming Payments

When a customer clicks “I’ve Made the Payment”:

1. You receive a notification (in-app and push if enabled)
2. On the income detail page, the Payment Link card shows “Customer reports they’ve paid”
3. If they included a transfer reference, it’s displayed
4. Click Confirm Payment to record the payment — you can set the date, method, and an optional note
5. Or click Reject if the payment wasn’t received — the link becomes active again so the customer can retry

When you confirm, the payment is automatically recorded. If the total payments meet or exceed the invoice amount, the invoice status updates to Paid.

Managing Payment Links

Only one payment link can be active per invoice at a time. To create a new one, cancel the existing link first.

Link Expiry

Payment links expire after a configurable number of days (default: 30 days). You can change this in the Integrations page under Manual Bank Transfer → Default Link Expiry.

Expired links show a message telling the customer to contact you for a new link.

If a customer has already submitted a payment confirmation before the link expires, you can still confirm or reject it.

Integrations Page

The Integrations page is your hub for managing payment providers and other integrations. Find it in the sidebar under the Management section.

Current integrations:

Related

• Invoicing & Receipts — Invoice lifecycle and status tracking
• Settings — Document customization and payment instructions
• Plans & Billing — Pro plan features