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Create a Payment Link

You can view and edit your payment links on the Manage Pay by Links page in the Business Center. Only links with an Active status can be shared with customers.

A new payment link includes this information:

  • Pay by Link type: fixed price or customer-set price
  • Item name
  • Item description
  • Price
  • Max quantity
  • Expiry date
  • Customer shipping address (optional)
  • Customer phone number (optional)
  • Customer email address
  • Transaction reference number (optional)
  • Discount on fixed-price links (optional)
  • Tax on fixed-price links (optional)
  • Custom fields

Steps

  1. In the left navigation panel, click Pay by Link.

  2. In the left navigation panel, click Manage Links. The Manage Pay by Links page appears.

  3. Click Create Pay by Link. The Create Your Pay by Link page appears.

  4. Select the payment link type:

    • Fixed price — select if you are selling an item or service with a set price.
    • Customer-set price — select if the customer chooses the payment amount.

  5. Enter the item details.

    For a fixed price link:

    • Item name
    • Description (optional)
    • Price
    • Max quantity — the maximum allowable quantity per purchase. Default is 1.

    For a customer-set price link:

    • Item name
    • Description (optional)
    • Min amount — the minimum amount you accept per transaction. Click Change to enter a value other than the default of 1.00 USD.

  6. Enter the customer details:

    • Shipping address — select the Shipping address checkbox to add a required shipping address field to the payment form.
    • Contact details — select the Phone number checkbox, the Email address checkbox, or both to require those fields on the payment form.

  7. Enter a transaction reference number (optional). To avoid transaction failure, ensure this number follows your processor's format.

    Choose from:

    • Enter a transaction reference number.
    • Select the checkbox below the transaction reference number field to use your link ID as the transaction reference number.

  8. Apply a discount (optional, fixed-price links only).

    Choose from:

    • % to enter a discount rate as a percentage.
    • $ to enter a fixed discount amount.

  9. Apply tax (optional, fixed-price links only). Enter the tax rate as a percentage.

  10. Set expiration settings (optional).

    Choose from:

    • Expiration Date to set your link to expire on a specific date.
    • Expiration Quantity to set your link to expire after a set number of items sell.

    If both options are enabled, the link expires when either condition is met. The quantity limit might be exceeded if a payer starts a transaction for a higher quantity before the limit is reached.

  11. Add a custom text field (optional):

    1. In the custom field section, click Add New Custom Field.
    2. Select Text.
    3. In the Label field, enter the name of the text field.
    4. Enter the minimum and maximum number of characters allowed in the text box.
    5. Enter default text to pre-populate the field (optional).
    6. Set visibility preferences:
      • Select Customer visible to make the field viewable by the customer.
      • Select Customer Read Only to allow view-only access for the customer.
      • Clear Customer visible to use the field internally during link creation.
    7. Click Add field to save your changes and apply the default custom field.

  12. Add a custom select menu field (optional):

    1. In the custom field section, click Add New Custom Field.
    2. Select Select menu.
    3. In the Label field, enter the name of the drop-down menu.
    4. In Option 1, enter the default option for your select menu.
    5. Click Add option to add more menu options.
    6. Click Add field to save your changes and apply the default custom field.

  13. Delete a custom field (optional). In the custom field section, locate the custom field you want to remove and click Remove.

    You can remove default custom fields. If you delete a default field from a payment link by mistake, create a new payment link to reset the default custom fields.

  14. Click Create Pay by Link to save. The Manage Pay by Links page appears.

To cancel without saving, click Cancel Create Pay by Link.

You can configure an optional expiration date on any fixed price or customer-set price link. Expiration dates improve security and reduce the risk of unauthorized payments on older links.

How expiration works:

  • The expiration date is stored in UTC at 00:00. The date shown on the payment page is converted to the payer's local timezone.
  • A customer can complete payment if their local time is at or before the converted expiration date.
  • A customer cannot complete payment if their local time is past the converted expiration date.
  • When a link expires, its status does not automatically change from Active to Inactive. The link remains in its current state, but customers who access it see a message stating the link is expired and directing them to contact the business that issued it.

To set or change an expiration date, edit the link after creation. See Manage Payment Links.

Last published: September 29, 2026