Add a payment link to your invoices on mobile
This article explains how to use the FreeAgent mobile app to add a payment link to your invoice PDFs.
Please note:
- If you don’t have any payment solutions enabled, connecting to Stripe, PayPal 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 or Tyl option selected. This includes invoices created from a recurring invoice profile and those currently in draft.
- Payment links won’t be added to invoices that are due to be paid using GoCardless as the invoice will be paid directly without your customer needing to action the payment.
1. Enable the online payment link settings
Tap the '☰’ (mobile app navigation menu) button and select your business name.
Select ‘Payment solutions’ in the ‘Connections & Add-ons’ section.
Select 'Default invoice settings'.
Toggle the ‘Add payment link to PDF invoices’ setting and select 'Save' in the top-right. Please note that you’ll need to have connected to Stripe, PayPal or Tyl by NatWest first.
2. Select a payment option for your invoice
When you’re creating an invoice using the FreeAgent mobile app, choose which provider you want to take the invoice payment by selecting ‘Manage’ in the ‘Payments enabled’ section and toggling the relevant option.
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 using the FreeAgent mobile app, select ‘Send in an email’. As soon as the email is sent, your customer will be able to pay online.
If you’re not emailing the invoice using the FreeAgent mobile app, select the three dots in the top-right and select ‘Mark as sent’ from the menu. You can then send the invoice to your customer manually and allow them to pay the invoice online.
A payment link will then be added to the invoice PDF above the bank details.