Quick start
- Navigate to Payments on your main left-hand menu.
- Select Payment Links at the top of your dashboard.
- Click the Create New Payment Link button to start building your checkout experience.
Follow the detailed steps below to complete the setup.
Imagine this. You just had an incredible strategy session with a high-ticket prospect. They are completely sold on your agency. They ask how they can pay right now to get started.
You freeze. You tell them you will manually generate an invoice and email it over. They agree, but the momentum is instantly dead. By the time they get the PDF invoice, they get distracted by another urgent fire in their business. They put off the payment. Three days later, they ghost you completely. You lost a ten thousand dollar deal because you introduced friction at the finish line.
You cannot scale an agency if it is hard for people to give you money. HighLevel fixes this instantly. You can generate custom payment links in seconds and drop them directly into the chat while the prospect is still hot. Let us build your payment link right now.
Ready to streamline this? Here is exactly how to do it in 60 seconds:
Part 1: Create Your Payment Link
First, we need to access your digital cash register.
- Navigate to Payments on your main left-hand menu.
- Select Payment Links at the top of your dashboard.
- Click the Create New Payment Link button to start building your checkout experience.
Part 2: Configure Your Product
Now let us attach the actual offer you are selling.
- Select the specific product you want to charge for from your catalog.
- Configure your product settings by adjusting the quantities and other available preferences.
- Click Save to lock in your checkout details. Note that your hosted checkout page automatically adapts to the platform language configured in your Business Profile.
Part 3: Share and Collect Cash
Time to get paid. Let us send this link directly to your buyer.
- Click Send to open your sharing options.
- Choose a generic link if you want anyone with the URL to access the checkout.
- Choose a personalized link to strictly limit access to a specific recipient.
- You can also opt to send the link directly to your saved contacts for maximum convenience.
Generating instant payment links removes all friction from your sales process and gets cash into your bank account faster.
Frequently Asked Questions
How do I create my Payment Link?
First, we need to access your digital cash register. Navigate to Payments on your main left-hand menu. Select Payment Links at the top of your dashboard. Click the Create New Payment Link button to start building your checkout experience.
How do I configure my Product?
Now let us attach the actual offer you are selling. Select the specific product you want to charge for from your catalog. Configure your product settings by adjusting the quantities and other available preferences. Click Save to lock in your checkout details. Note that your hosted checkout page automatically adapts to the platform language configured in your Business Profile.
What should I know about share and Collect Cash?
Time to get paid. Let us send this link directly to your buyer. Click Send to open your sharing options. Choose a generic link if you want anyone with the URL to access the checkout. Choose a personalized link to strictly limit access to a specific recipient. You can also opt to send the link directly to your saved contacts for maximum convenience. Generating instant payment links removes all friction from your sales process and gets cash into your bank account faster.
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