Creating a PayLink and QR Code

Learn how to quickly create and share PayLinks and QR codes on the Cashflow.io platform, providing your customers with a seamless and secure payment experience.

PayLink

A PayLink is a simple and effective tool that allows businesses to receive payments through a unique web link or QR code. It streamlines the payment process by directing customers to a secure gateway where they can easily complete their transactions. The following steps outline the process of creating a PayLink and QR code.

1. On the Home page, click the RECEIVE card.
   
   
   
   
2. Click the PayLink card. You will be directed to the PayLink page.
   
   
3. In the PayLink page, select Create Link on the right column.  
   
4. The Create Custom PayLink page will open. Begin by naming your PayLink, then select if the name should be visible to customers and the default language. Followed by selecting the payment options you wish to accept by using the YES/NO toggle on the left of the payment method.
   
   
5. Scroll down the page and enter the amount of the PayLink. If no amount is entered, the payer will be able to set the amount of the transaction. Click Generate Link to finish creating your PayLink and QR code. 
   
6. Once completed, the details of your PayLink will appear. You will be able to copy the unique link, download the associated QR code and view the link. If changes are required, you can use the edit link button in the bottom right corner. Learn more about managing your PayLinks.
   

Once the customer clicks on the unique web link or scans the QR code, they will be directed to your custom branded Payment Portal. Here, they will be able to enter their information and complete a payment with the options selected above.