How do I generate a payment link?

Here is a guide for generating payment links to send to your customers.

Users can generate payment links through two main workflows: from the Invoice List screen or while Receiving Payment. Each method leads to the same result—a shareable payment portal link for the customer—but they are accessed in slightly different places.

From the Invoice Screen

To generate a payment link from an invoice, go to:

Sales > Invoice Processing.

Click Apply (or search for the invoice in question) and select it. Then click Action > Generate Payment Link.

From Receive Payment

Alternatively, payment links can also be generated while recording a payment. To do this, navigate to:

Accounts Receivable > Receive Payment.

Then, search for your payment and click on a specific Payment #.and under the Action menu, click Generate Payment Link.

In both cases, a popup will appear displaying the link. You can then copy the link and send it to the customer, who will be guided to the DigitBridge payment portal.

Optional: Add Payment Link to Email Templates

In addition to the methods above, payment links can be embedded automatically in email templates. When creating or editing an email template with the type “Invoice Created”, include the tag in the email body. This will dynamically insert the correct link for each invoice.

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