---
title: How do I generate a payment link?
description: Here is a guide for generating payment links to send to your customers.
---

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# 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](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-generate-a-payment-link#invoice) or [while Receiving Payment](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-generate-a-payment-link#payment). Each method leads to the same result—a shareable payment portal link for the customer—but they are accessed in slightly different places.

### **Check out this quick video or follow the instructions from the images below:**

<iframe width="256" height="144.64" src="https://www.youtube.com/embed/yABMPL3vh6o?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen title="how to gen payment link" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

### **From the Invoice Screen**

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

**Sales \> Invoice Processing.**

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-14-2025-06-40-45-4167-PM.png?width=670&height=381&name=image-png-Jul-14-2025-06-40-45-4167-PM.png)

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

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-14-2025-06-43-27-8850-PM.png?width=670&height=314&name=image-png-Jul-14-2025-06-43-27-8850-PM.png)

***Note:** You can generate a payment portal link that includes **multiple invoices** if you haveselected invoices with the same **Customer #**.* 

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-14-2025-06-45-18-0248-PM.png?width=670&height=180&name=image-png-Jul-14-2025-06-45-18-0248-PM.png)

### **From Receive Payment**

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

**Accounts Receivable \> Receive Payment.**

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-14-2025-06-46-16-8215-PM.png?width=670&height=242&name=image-png-Jul-14-2025-06-46-16-8215-PM.png)

Then, search for your payment and click on a specific **Payment #.**![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-14-2025-10-25-35-1247-PM.png?width=670&height=148&name=image-png-Jul-14-2025-10-25-35-1247-PM.png)and Under the **Action** menu, click **Generate Payment Link**.

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-14-2025-10-32-32-8410-PM.png?width=670&height=168&name=image-png-Jul-14-2025-10-32-32-8410-PM.png)

**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.

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-14-2025-10-33-05-5824-PM.png?width=451&height=222&name=image-png-Jul-14-2025-10-33-05-5824-PM.png)

---

**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](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-access-and-create-email-templates?hsLang=en) 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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