Basic Functions in Payment Links
Let us take a look at how you can enable and create a payment link in Zoho Billing.
Enable Payment Links
To create payment links in Zoho Billing, you will have to enable the Payment Links module first. To do this:
- Navigate to Settings.
- Select General under Setup & Configurations.
- Mark the Payment Links option.
- Click Save.
Once you enable this option, the Payment Links module will be available in the left sidebar.
Create Payment Link
To create a new payment link:
- Go to the Payment Links module in the left sidebar.
- Click the +New button on the top right corner of the page.
- Fill in the required details.
| Fields | Description |
|---|---|
| Customer Name | Select the customer for whom you are creating the payment link. |
| Payment Amount | Enter the amount that you want to request from the customer. |
| Link Expiration Date | Select the date on which the payment link should expire. By default, this will be 15 days from the date of creating the link. Once expired, the payment link cannot be accessed. |
| Description | Enter a short note on why you’re collecting this payment. This will be visible for your customers in the payment page. |
- Click Generate Link or Save and Share.
Once you’ve created the payment link, a shortened URL and an automated Reference # will be generated for the link.
For organisations created after April 2026, the theme of your payment link’s payment page is based on your Hosted Payment Page preferences. You can configure the theme from Settings > Customisation > Hosted Payment Pages > choose a colour from the Choose A Theme dropdown at the top right corner. For organisations created before April 2026, reach out to our support team at support@zohobilling.com to get it enabled.
Send Payment Link
You can share the payment link with your customer through an email, requesting them to pay you online. Here’s how:
Go to the Payment Links module in the left sidebar.
Select the payment link that you want to send.
Click the Share Payment Link icon on the top right corner.
The customer’s email address, along with their contact person’s email addresses (if any), will be displayed in the next page.
Click Add Contact Person if you want to add a new contact person’s email address.
Choose the required email address(es).
Click Send.
An email, as shown in the Email Preview, will be sent to your customer requesting them to pay you online using the payment link.
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