How to Create and Share a Payment Link

Articles
1

4Geeks Payments’ payments links offer a streamlined, no-code solution for businesses to request and receive payments from customers. By generating a unique URL, you can easily share it across various channels like email, WhatsApp, and social media, providing a convenient and secure payment experience for your clients. This guide will walk you through the process of creating and sharing these payment links using the 4Geeks Console.

Prerequisites

Before you can create a payment link, ensure you have the following:

  • A registered and active 4Geeks account.
  • Access to the 4Geeks Console.

How to Create a Payment Link

Follow these simple steps to generate a new payment link:

  1. Navigate to Payment Links: Log in to the 4Geeks Console. On the left-hand navigation panel, click on Sales and then select Payment Links from the dropdown menu.
  2. Initiate a New Link: On the Payment Links page, you will see a list of any previously created links. In the top-right corner, click the New Link button.
  3. Enter Payment Details: A form will appear where you need to provide the following information:
    • Description: A brief description of the product or service for which you are requesting payment.
    • Amount: The total amount to be charged.
    • Currency: Select the appropriate currency from the dropdown menu (e.g., USD, CRC).
  4. Generate the Link: After filling in all the required fields, click the Create Now button. A modal window will then appear displaying the newly generated payment link.

How to Share a Payment Link

Once you have created your payment link, sharing it with your customers is straightforward:

  1. Copy the Link: In the modal window that appears after creating the link, you will see the full URL and a Copy button. Click the Copy button to save the link to your clipboard.
  2. Distribute Across Channels: You can now paste and share this link through various communication channels, including:
    • Email
    • SMS text messages
    • WhatsApp
    • Social media platforms like Instagram and Telegram
  3. Retrieve Existing Links: If you need to resend a link, you can find all previously created links on the Payment Links page. Click on the ID of any link to view its details and copy the URL again.

Common Use Cases

  • Scenario 1: A freelance graphic designer completes a logo design for a client. Instead of sending complicated bank transfer details, the designer generates a 4Geeks Payment Link for the final payment and sends it to the client via email. The client can then pay securely with their credit card in just a few clicks.
  • Scenario 2: A small online boutique wants to sell a limited-edition item through their Instagram stories. They can create a payment link for the product and share it directly in their stories, allowing followers to purchase the item instantly without navigating away from the app.

Troubleshooting

  • Issue 1: The “Create Now” button is inactive.
    • Solution: Ensure that you have filled out all the required fields in the new payment link form (Description, Amount, and Currency). The button will remain inactive if any of these fields are empty.
  • Issue 2: A customer is having trouble with the payment.
    • Solution: 4Geeks Payment Links have built-in 3D Secure (3DS) authentication for enhanced security. This may require the customer to complete an extra verification step with their bank, such as entering a one-time password. Advise the customer to check for any notifications from their bank or to try a different payment method if the issue persists.
  • Issue 3: I cannot find a payment link I created previously.
    • Solution: On the Payment Links page, use the status filter to sort by “pending” or “paid” to locate the link. You can also adjust the number of links displayed per page using the pagination controls.

FAQs

  • Question 1: Are there any fees for creating payment links?
    • Answer: No, there are no additional fees to generate payment links, and there is no limit to the number of links you can create.
  • Question 2: Do payment links support recurring payments?
    • Answer: Currently, Payment Links are limited to one-time payments and are not associated with recurring charges or subscription products.

Conclusion

4Geeks Payment Links provide a simple and effective way to manage one-time payments without the need for complex integrations. By following the steps above, you can quickly create and share secure payment links, streamlining your billing process and making it easier for your customers to pay you.

Additional Resources