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Payment Link Details

View more details about your payments in Client Portal.

You can create a reusable link or a one-time link for customers. Reusable payment links can be used multiple times by different customers. One-time payment links are single use before they become inactive.

  1. Sign in as described in Accessing the Client Portal and navigate to Collect > Payment Links > Reusable Links.

  2. The Reusable links page appears.

    payment-link-details-flow-1.png

    Note: You can navigate to Collect > Payment Links > One time links to view a table of your one time payment links.

  3. Click on a payment link to view additional information.

  4. The Reusable payment link details panel appears.

    payment-link-details-flow-2.png
  5. Click on the See all details link.

  6. The Payment links details page appears.

    payment-link-details-flow-3.png
  7. From this page, you can view:

    • Payment Link Status

    • Payment Link Details

    • Payments

    • Customer Details