How to Copy Payment Link

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Copying the Link

1. Go to the CRM tab
2. Find the invoice
3. Click the Copy icon on the invoice row
4. The payment link is copied to your clipboard

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Using the Link

• Email
• Chat/messaging
• Your client portal

• They see the invoice details
• They can pay with card
• Payment is processed through Stripe

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Link Validity

• Links remain valid until the invoice is paid
• Paid invoices show a confirmation page
• Refunded invoices show refund status

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Best Practices

• Send links promptly after creating invoices
• Include context in your message
• Follow up on unpaid invoices