Payment links are a secure way to collect credit card information from your users without having to code your own form.

There are two ways to generate a payment link, depending on if the account is already created.

If the account is not yet created, click New payment link from the Treasury Management page. This will generate a payment that will create a new account.

Create account with payment link
Select plan

If there is already an account present, navigate to the account page and click New payment link. This will allow you to assign a plan and a payment method for the account (customer) to input.

Create Webhooks
Product EntitlementsCapturing Payment