Payment Link Configuration
Learn how payment links work, how to customize them, and best practices for maximizing payment conversion rates.
How Payment Links Work
Automatic Generation Process
Invoice Creation
When you create an invoice in PayChase AI, the system automatically prepares it for payment link generation.
Email Sending
When you send an invoice email, PayChase AI automatically creates a Stripe payment link using your connected account.
Link Insertion
The payment link is automatically inserted into your email template wherever the {paymentLink} variable appears.
Client Payment
Your client clicks the payment button and is taken to a secure Stripe checkout page to complete payment.
Status Update
PayChase AI receives the payment notification and automatically updates the invoice status to "Paid".
Payment Link Types
Invoice Payment Links
Standard payment links for specific invoices with exact amounts and client details.
- Fixed amount based on invoice total
- Automatic invoice status updates
- Client information pre-filled
- Single-use payment links
Custom Payment Links
Flexible payment links for partial payments, deposits, or custom amounts.
- Adjustable payment amounts
- Partial payment tracking
- Multiple payment options
- Reusable payment links
Customization Options
Button Appearance
Payment buttons are automatically styled to match your brand and look professional in emails.
Default Button Features:
- • Stripe branding for trust and recognition
- • Clear call-to-action text (e.g., "Pay $2,500.00 Now")
- • Mobile-responsive design
- • Security indicators ("Secure payment")
- • Multiple payment method icons
Email Template Integration
Payment links integrate seamlessly with your existing email templates using the {paymentLink} variable.
Template Example:
Your invoice #{invoiceNumber} for ${amount} is ready for payment.
To pay securely online, click the button below:
{paymentLink}
Thank you for your business!
Payment Page Customization
The Stripe checkout page can be customized with your business information and branding.
Customizable Elements:
- • Business name and logo
- • Color scheme and branding
- • Payment method options
- • Success and cancellation pages
- • Email receipt customization
Best Practices for Higher Conversion
Do's
- • Place payment buttons prominently in emails
- • Include clear payment instructions
- • Test payment links before going live
- • Use professional email templates
- • Set up payment notifications
- • Follow up on failed payments
- • Provide multiple payment methods
Don'ts
- • Don't hide payment buttons in email footers
- • Don't use generic or unclear button text
- • Don't send emails without testing first
- • Don't ignore failed payment notifications
- • Don't use overly aggressive language
- • Don't forget to include payment terms
- • Don't skip mobile optimization
Common Issues & Solutions
Payment Link Not Appearing
Possible Causes:
- • Stripe integration not properly connected
- • Missing {paymentLink} variable in email template
- • Invoice amount is zero or invalid
- • Client information incomplete
Solutions:
- • Check Stripe integration status in dashboard
- • Verify email template includes {paymentLink} variable
- • Ensure invoice has valid amount and client details
- • Test with a sample invoice first
Payment Processing Errors
Common Issues:
- • Invalid credit card information
- • Insufficient funds
- • Payment method not supported
- • Currency conversion issues
Prevention:
- • Provide clear payment instructions
- • Offer multiple payment methods
- • Display accepted currencies clearly
- • Include customer support contact info
Status Update Delays
Why It Happens:
- • Webhook delivery delays
- • Payment processing time
- • Bank transfer settlement periods
Expected Timeframes:
- • Credit card payments: Instant to 2 minutes
- • Bank transfers: 1-3 business days
- • Digital wallets: Instant to 5 minutes