How to create a QuickLink

Prepare the client details, invoice currency, amount, and a clear description of what you are billing before you create the link.

1. Sign in and open Quick Links, or start Create invoice from Dashboard.

2. If starting from Quick Links, use the link-creation option presented and enter the requested invoice details.

3. In the invoice flow, complete Invoice details, then Item & Pricing details.

4. On Payment details, select Credit card when you want a card payment link. Review the displayed fee.

5. Select Review invoice, check the request, and complete invoice creation.

6. Copy the generated payment link and share it with your client.

Before sending, check the client, currency, invoice number, and total. Selecting Credit card enables the payment-link flow. Check that this option is enabled if you want to offer card checkout.

To monitor what happens next, return to Quick Links and inspect the corresponding payment record. Then use Transactions for settlement progress.