HOW TO SHARE PAYMENT LINKS?

💳 How to Share a Payment Link

Easily collect outstanding balances by sending clients a direct payment link. Here’s how:

🔎 Step-by-Step Guide

1. Go to the Client’s Profile.

2. Click on the bell icon next to the client’s balance.

3. You will now have two options:

   • Copy the Payment Link – Share it with the client via WhatsApp, SMS, or any channel you prefer.

   • Send by Email – Send the payment link directly to the client’s email from the system.

📩 What Your Client Will Receive
When the client opens the email, it will look like this:

Balance Payment Request
Dear [Client’s Name],
You have an outstanding balance of X USD due.
You can settle your balance at your own convenience by clicking on the following link.
Thank you.

This makes it simple and professional for your clients to pay quickly and securely.