How to Send a Payment Link or Payment Reminder to Your Customers
Estimated Reading Time: 3 minutes
Applies to: All Plans
Quick Summary
If a payment is still Open (for example because the client has not paid yet or a previous payment attempt failed), you can send your client a payment reminder or share a payment link so they can complete the payment online. This helps you quickly recover unpaid orders without creating a new invoice.
Why This Matters
Clients may not always complete a payment immediately. For example, they may close the payment page or a payment attempt may fail. By sending a reminder or sharing the payment link again, you give the client an easy way to complete the payment and keep your Finances overview accurate.
Steps
Step 1: Locate the unpaid order: Go to Finances > Open
– This section shows all orders that still require payment.
Step 2: Send a payment reminder to the client: Go to Finances > Open > Click the three-dot menu next to the Order > Send payment reminder
– The client will receive an email with a payment link so they can complete the payment.
Step 3: Copy the payment link to share manually: Go to Finances > Open > Select the Order > Copy payment link
– You can send the payment link directly to the client via email, WhatsApp, or another messaging channel.
Step 4: Ask the client to retry the payment if it was not completed: Use the payment link from the Order
– If the client closed the payment page or the payment attempt failed, advise them to wait approximately 15 minutes and then try the same payment link again.
Step 5: Ask the client to purchase again if the payment link no longer works: Go to Shop
– If the payment session has expired, the client can purchase the Product again directly from the Shop.
Best Practice
Regularly check Finances > Open so you can quickly follow up on unpaid orders and help clients complete their payments.
Review unpaid orders in Finances > Open
Send reminders for outstanding payments
Follow up with clients to ensure successful payment completion
Pro Tips
If a payment attempt was started but not completed, the order may temporarily remain Pending before returning to Open.
You can copy the payment link and send it manually if the client prefers receiving the link via WhatsApp or another messaging channel.
If the Product was assigned directly to the client and the payment was never completed, you can cancel the assignment and send a new invite to create a new payment opportunity.
Common Questions
When should I send a payment reminder?
You can send a payment reminder whenever an order appears in Finances > Open and the payment has not been completed.
Can I send the payment link manually?
Yes. You can copy the payment link from the order and share it through channels such as email or WhatsApp.
What if the payment link no longer works?
Ask the client to try the payment link again after about 15 minutes. If the payment session has expired, the client can purchase the Product again via the Shop, or you can resend a new invite if the product was assigned directly.
Related articles
– How to Correct an Invoice Using a Credit Note
– How to export Financial Reports for accounting