Help · Payments & collections
How to create payment links
New in v0.20: request payment for invoices, society bills, online orders and advances: create and email a link, allow part payments, follow the status and gateway charges, or cancel.
Who can do this: Admins and Accountants. Viewers can open it but not change anything.
Steps
Step by step
- Payments → Payment links.
- Under New payment link choose For (an invoice, a bill, an order or an advance) and the number or customer.
- Amount blank = the amount due. Add the payer email and purpose; choose the Gateway.
- Tick Allow part payments if needed and Email it to the payer now, then Create link.
- Paid requests post the receipt to the right invoice automatically.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
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