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.

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.