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Question

Adding a Paylink to a project

  • September 30, 2026
  • 2 replies
  • 14 views
Nikki Ellis

I stumbled across pay link last night by accident when I was trying to assist a client that could not get access to the pay invoice page. I sent him a link and it worked like a charm. Now I cannot find it and the help page about how to create one is not clear about where to go once you are inside of the client's project page to create one for them. Can someone please help with a clear step by step??

2 replies

Kaitlyn Blair
Luminary
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Hi ​@Nikki Ellis!

 

I got you :)

You can find or create them from the client’s CONTACT workspace, NOT project workspace (click your clients name, and then “view contact details” to get to the contact workspace):

  • Go to the client’s contact workspace
  • Open the Payments tab
  • In the Pay links section, you can create a new pay link or view ones you’ve already sent.

A couple quick notes:

  • Pay links only work for the specific client they were created for.
  • They expire after 24 hours if not paid.
  • They accept credit or debit cards only (ACH isn’t supported).
Kaitlyn Blair
Nikki Ellis
  • Nikki Ellis
  • Author
  • October 4, 2026

Thank you so much. That distinction is exactly why I was driving myself crazy. I was always in the project space. Thank you again. 

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