How can I create a payment link?

Payment links are really useful when you want to include Jetpay as a payment method in your invoice.

Requesting money via payment link

Step-by-step instructions:

  1. Click on the 'Payments' tab on the Jetpay dashboard at the top of the screen. 

  2. Click ‘+ Payment’ in the top right corner and select ‘Receive’. Screen Shot 2021-05-10 at 1.03.20 PM

  3. Select the frequency of the payment you would like to collect by clicking either 'One Time' for a one-time payment, or 'Recurring' for a recurring payment. Would you like to send multiple payment requests at once? Follow these instructions for bulk receivables.
    Screen Shot 2021-05-10 at 3.03.17 PM

  4. Select the customer from the dropdown menu or click '+ Add New'. Fill in the amount of money you would like to receive and the other payment details, then click 'Next Step'Screen Shot 2021-05-10 at 1.07.33 PM

  5. Select the bank account where you would like the payment to be deposited from the dropdown menu, or add a new bank account by clicking '+ Add New', then click 'Next Step'Screen Shot 2021-05-10 at 1.09.41 PM
  6. Select the payment delivery method as 'Link' to receive a unique payment link for money collectionScreen Shot 2021-05-10 at 1.11.55 PM
  7. Review the payment details to ensure that they are correct. If the details are accurate, click 'Create Request' to receive your unique payment link. Screen Shot 2021-05-10 at 1.13.28 PM
  8. Copy your unique payment link by clicking 'Copy'. You can now use your link in emails or invoices to collect payments from customers.

  9. We will send you an email notification when your customer accepts the payment request. You can also monitor your payment status in real-time on your dashboard. To view payment details and detailed tracking history, click on the desired transaction on the table.

 


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