Add a payment link to your invoices
This article explains how to add a payment link to your invoice PDFs to help you get paid faster.
Please note:
- If you don’t have any payment solutions enabled, connecting to Stripe, PayPal, GoCardless or Tyl by Natwest, will enable the payment link setting by default.
- If you already have a payment solution enabled, you’ll need to follow the steps below to enable the payment link settings.
- Enabling the payment link settings will add a payment link to all future invoices you create that have the Stripe, PayPal, GoCardless Instant Bank Pay or Tyl option selected. This includes invoices created from a recurring invoice profile and those currently in draft.
- Payment links will expire 90 days after the invoice has been paid.
- Payment links won’t be added to invoices that are due to be paid using GoCardless Direct Debit as the invoice will be paid directly without your customer needing to action the payment.
1. Enable the online payment link settings
Select 'Settings' from the drop-down menu next to your business name, then select 'Theme Settings' from the ‘Emails, Invoices & Estimates’ section.
Select ‘Add payment link’.
2. Select a payment option for your invoice
When you create an invoice or recurring invoice profile, select the relevant checkbox in the 'Payments' section.
3. Activate the portal link
The invoice will be payable online using the payment link as soon as it's sent or marked as sent.
If you're emailing the invoice automatically using FreeAgent, select ‘Send Now’ or ‘Schedule to Send’ if the invoice is dated in the future, to activate the invoice in your account and email it to your customer.
If you’re not emailing the invoice using FreeAgent, select ‘Mark as Sent’ to activate the invoice in your account. You can then save the invoice as a PDF and send the invoice to your customer manually.
You’ll be able to see the payment link on the invoice preview above the bank details.
If you're interested in learning more tips and tricks to save time on your daily admin, watch our webinar on FreeAgent efficiency hacks for busy businesses.