Click on New Payment Link on the top right corner and you will be taken to the New Payment Link page. From here, you can design the form that will be sent via the link:

• Add a Title
  • Title is required, but you can choose whether or not the Title is visible on the payment form
• Choose Amount or Item
  • If you select Amount, you can choose to enter a fixed amount or leave it as $0.00. If left at $0.00, the cardholder can enter in any amount at the time of payment.
  • If you select Item, you can choose items from your previously created Item Catalog and the amount on the payment form will be the total amount of the items selected by the customer.
  • If the item is updated at any point after the Payment Link is created, the Payment Link is also updated.
• Tax
  • If your account is configured for multiple tax rates, you will have the ability to select which tax rate to apply to the Payment Form.
  • If your account is not configured for tax, the Tax dropdown will not be displayed.
• Customize Form
  • When expanded, the Customize Form section allows you to add additional fields to the payment form that the cardholder can fill out at the time of sale. You also have the option to make these required fields.
  • The default fields that will always be present on this section are:
    • Note (merchant can leave a message on the payment form for their customers)
    • Email
    • Phone
    • Shipping Address

After successfully completing a Payment Links form, your customer will be given the option to send themselves a receipt via email or SMS, or to print the receipt. You will be able to see if a receipt was sent from the transaction details in your Transaction History.