Guides 2026-04-09

Payment link best practices after signing

What to include on a payment link so SMB customers pay faster: amount, scope, receipt, and next steps.

Keep the payment step obvious

Once the customer signs, remove ambiguity: show the total amount and a single primary action: Pay now.

Must-have fields

  • Contract number
  • Total amount and currency
  • Short description of what’s included
  • Receipt email

Reduce friction

  • Avoid forcing account creation for payers.
  • Support cards and local methods when possible.

Track outcomes

Track whether the link was opened and whether payment succeeded, so sales knows when to follow up.