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Payment links let you collect money without building a full invoice. Use them to take a deposit before you schedule a job, charge a one-off fee, or capture a quick balance — then send the link by text or email and let the customer pay by card. A payment link is the fastest way to get paid when an invoice would be overkill. Reach for one when you want to:
  • Collect a deposit before booking a job or ordering materials.
  • Charge a flat one-off fee (a service call, a diagnostic, a rush surcharge).
  • Take payment over the phone while the customer is still on the line.
  • Share a reusable link in a quote, email signature, or text reply.
Payments are processed through Stripe, so you’ll need a connected Stripe account before you can create a link. See Accepting payments to connect Stripe.
1

Open Payments and start a new link

From the Payments area, choose to create a new payment link. You can also start one directly from a contact so it’s tied to the right customer.
2

Set the amount and description

Enter the amount you want to collect and a short description the customer will see at checkout, such as “Deposit for AC install” or “Service call fee.”
3

Attach a customer (optional)

Link the payment to a contact in your CRM so the payment is recorded against their record once it’s paid.
4

Generate and share

Create the link, then copy it or send it straight to the customer by SMS or email. The customer opens the link, enters their card details, and pays securely.
For an even faster checkout, send the link by text using text-to-pay. Most customers pay within minutes of getting the message on their phone.

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What the customer sees

When the customer opens the link, they get a clean, mobile-friendly checkout page showing your business name, the amount, and the description you entered. They pay by card without creating an account or logging in. Once payment clears, the funds settle to your connected Stripe account on Stripe’s normal payout schedule.

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After a payment is made

Paid links are tracked alongside your other payments so you always know what’s been collected. You can:
  • See the payment recorded on the linked contact’s record.
  • View it in your payments list and analytics.
  • Issue a refund if you need to return the money.
Use an invoice when you need line items, itemized products, taxes, or a formal record the customer can keep. A payment link is best for a single quick amount with no line-item detail.
Yes. Use a payment link to take the deposit up front, then send a full invoice for the remaining balance once the work is scheduled or completed.
Always double-check the amount before sharing a link. Once a customer pays, the only way to reverse the charge is to issue a refund.
Need a hand setting up payments? Reach the team at contact@infiniterankers.io.

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Next steps

Text-to-pay

Send payment requests by SMS and get paid in minutes.

Invoices

Build itemized invoices when you need a full record.

Refunds

Return a payment when you need to reverse a charge.