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How to add a payment link to your invoice

You can include a link in your invoices so that your customers can easily pay you.

Updated over a month ago

💡 if you haven’t created an invoice before, we recommend that you read the Creating your first invoice article before this one.

1. Create an invoice

2. Toggle on “Allow direct payments”

💡If you are not able to turn on “Allow direct payments”, you may not have create a payment account. Follow the instructions here to get set up to receive payments: Creating a payment account

3. If you want this invoice to be prepared and sent on a regular schedule, toggle on the “Make recurring” option.

4. Tap “Save”

  • Once you have saved the invoice it is in draft mode, this is to prevent you from sending inaccurate invoices.

5. When you are ready to send it, tap on the invoice and tap “Share”.

6. Choose how you would like to send your invoice.

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