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    Creating a Payment Link or Order Form

    Create a shareable payment link or order form that lets a customer pay for a product without a full website.

    For: Admin and Marketing Users
    Time: 10 minutes

    Before You Begin

    • •Connect at least one payment processor.
    • •Have at least one product created, or know the one-off amount you want to charge.

    Instructions

    1

    Open Payment Links

    In the left sidebar, click "Payments", then "Payment Links" (sometimes labeled "Order Forms"). This is where you create standalone checkout pages you can share anywhere.

    [SCREENSHOT NEEDED: Payments > Payment Links list with Create Link button]

    2

    Create a New Link

    Click "Create Payment Link" or "New Order Form". Give it a name you will recognize, like "Spring Promo" or "Consultation Deposit". This name is for your reference only.

    [SCREENSHOT NEEDED: New payment link form with name field]

    3

    Add Products to the Form

    Select the product or products this link will sell. You can offer a single product or let the customer choose from a few. The price and description pull from your saved products automatically.

    [SCREENSHOT NEEDED: Order form builder with product selection panel]

    4

    Customize the Checkout Page

    Edit the headline, colors, and logo on the checkout page so it matches your brand. You can also choose which fields the customer fills out — name, email, address, custom questions — and whether to collect shipping information.

    [SCREENSHOT NEEDED: Order form design panel with branding and field options]

    5

    Save and Share the Link

    Click "Save". Copy the generated link and share it in an email, a text message, a social post, or a button on your website. Every payment made through the link is recorded against the customer's contact record.

    [SCREENSHOT NEEDED: Saved payment link with copy-link button]

    What Success Looks Like

    • You have a working payment link you can share.
    • A test visit to the link shows your branding and the correct product and price.

    Common Mistakes

    • × Sharing the link before saving, which sends customers to a broken or outdated page.
    • × Forgetting to connect a processor, so the checkout page loads but the payment fails.

    Troubleshooting

    If The link shows an error when opened:

    Confirm the link is saved and published, and that a payment processor is connected. If you recently edited the linked products, re-save the form to refresh it.

    If Payments are not showing up in the contact record:

    Make sure the customer used the same email address as their contact record. Mismatched emails create a new contact instead of attaching to the existing one.

    Last updated: 10/1/2026