If you just want to send a payment link to your customer, you first need to copy it from your Melio account.
This article will explain:
Note:
- The payment link is only available for invoices that have been created, not for those saved as drafts.
- Every time you edit the invoice, a new link is generated. Previous links will automatically redirect to the latest version, so you don't need to resend it unless you'd like to.
- The link will no longer be available if the invoice is cancelled.
Copying the link when creating an invoice
You can simply create an invoice to send a payment link to your customer. Check this article to learn more about the process of creating an invoice.
A link will be generated after you select the Create and share button. So, you can easily share via email or copy to use on other messaging platforms.
All you need to do is:
1 - Select Share a payment link.
2 - A link will appear below. Select this icon on the right side to copy it. Here is an example:
That’s it. You can send this link to your customers.
Copying the link for the existing invoice
1 - Select the desired invoice from the Invoices tab if you're looking for the payment link to an already created invoice.
2 - The link will appear in the Invoice details window. Select this icon on the right side to copy it.
That’s it. You can copy this link and send it to your customer.