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Payment Links – BizStackPro Help

Payment Links

Create a fast checkout experience in minutes. Configure products, pricing, and settings—then share a secure link via email, SMS, or campaigns.

Collecting Payments Without Building a Full Checkout

Sometimes you need to collect payment quickly without creating a full funnel, website page, or complex checkout flow.

Payment links allow you to generate a simple checkout experience tied to a product or service, then share it anywhere.

Without a streamlined option, collecting payments may involve extra steps, delays, or manual coordination with customers.

This guide will walk you through how payment links work so you can create, share, and manage them efficiently.

To begin, review what payment links are for and how they simplify the checkout process.

What Payment Links Are For

Payment Links let you sell without building a full checkout page. You create a link tied to a product (or pricing), choose how customers will pay, and share it anywhere—email, SMS, chats, funnels, or campaigns.

  • One-time or recurring: Weekly, monthly, or custom billing intervals.
  • Share anywhere: Copy a link or generate personalized links for contacts.
  • Control the experience: Add terms, coupons, quantity rules, and post-payment redirects.

Follow along: Build the link once, then reuse it inside templates and campaigns whenever you need to collect payment.

Step 1: Open Payment Links

  1. Go to Payments from your main dashboard.
  2. Select Payment Links.
  3. Click Create.

Step 2: Choose Product & Pricing

  1. Select the product/service for the link.
  2. Set pricing: one-time or recurring.
  3. If recurring, choose the interval (weekly, monthly, or custom).

Tip: If you use products for everything, reporting stays clean (revenue, order totals, best-sellers, etc.).

Step 3: Configure Link Settings

  • Deactivation date: Set an expiration date so the link automatically becomes inactive.
  • Editable quantities: Allow customers to change quantities and set min/max limits.
  • Coupons: Let customers enter a coupon code—or configure auto-applied discounts.
  • Custom terms: Add terms beneath the pay button (hyperlinks supported).
  • Redirect after payment: Send customers to a thank-you page, onboarding step, or upsell page.

Pro tip: Use redirects to guide the “next step” (thank-you page, booking page, membership login, or onboarding form).

Step 4: Customize the Checkout Look

Add simple branding (like logo and button text) so the checkout matches your business.

Best practice: Keep checkout clean—reduce extra text and make the pay button obvious.

Step 5: Preview & Save

Use the preview to confirm pricing, coupons, quantity rules, terms, and redirect behavior—then save the link.

Step 6: Share Standard or Personalized Links

  • Standard link: Copy and share anywhere.
  • Personalized link: Tie the link to contact(s) so details can be pre-filled for a smoother checkout.

Follow along: Use personalized links for invoices-by-text, quick approvals, or when your customer is on mobile.

Step 7: Use Links in Templates & Automations

Payment links work great inside email/SMS templates and campaigns—especially when paired with personalization.

  • Add the link to email/SMS templates for fast sending.
  • Use campaigns or workflows to send payment links automatically.
  • Use an Order Submitted trigger to send confirmations, grant access, or notify your team.

Pro tip: If you’re sending links manually, save a “payment request” template so you can send in seconds.

Want to collect payments faster (without building a full checkout)?

Payment Links are one of the quickest ways to sell—send a link, get paid, and trigger automations automatically.

Frequently Asked Questions

Can I set an expiration date for a payment link?

Yes. Set a deactivation date so the link automatically becomes inactive.

Can customers adjust product quantities?

Yes. Enable editable quantities and set minimum/maximum limits.

Can I apply coupon codes to payment links?

Yes. Allow customers to enter coupons at checkout or configure auto-applied discounts.

Can I redirect customers to a custom page?

Yes. Use custom URL redirection to send customers to a thank-you or next-step page after payment.

How can I personalize payment links?

Create links tied to contacts and insert them into email/SMS templates so customer details can be pre-filled.

Sell with a Link (and Keep the Experience Clean)

Use Payment Links for quick payments, renewals, and approvals. Add coupons, quantity rules, and redirects—then automate the follow-up once the order is submitted.

✅ View Plans & Features

Faster checkout. Better follow-up.

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