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How to Create a Payment Link: A Step-by-Step Guide

Learn how to create a payment link with our step-by-step guide. From entering the reservation code to selecting the payment method, we cover it all.

By Mateus Mequi

In this guide, we'll learn how to create a payment link step-by-step. The process involves setting up payment details such as the link name, product ID, unit price, and payment methods. By following these instructions, you can efficiently generate a payment link for your transactions. Let's get started.

Creating a Payment Link

To begin, navigate to the sales section and select the payment link option.

Setting Payment Information

Enter the link name as the reservation code, assign the same code to the product ID, and specify the unit price.

Configuring Payment Methods

Choose single installment, zero interest for installment quantity, and enable the PIX payment option.

Finalizing the Payment Link

Review the details, proceed to the next steps, and complete the process to successfully create your payment link.

In the product ID, you will enter the same reservation code in the product name as well.

Unit value, you will enter the price of this payment link.

For example, 150 reais. Next step, click on proceed.

How to create a payment link. First step, click on the left side on sales and then on payment link.

1
Click here
2
Click "Links de Pagamento"

Next step, you will click on "create payment link."

3
Click "Criar link de pagamento"

In the link information, under the link name, you will enter the reservation code. For example, ABC1.

4
Coloque em "Nome do link", o ID da reserva
5
Coloque em "ID do Produto", o ID da reserva
6
Coloque em "Nome do produto", o ID da reserva
7
E o valor do link em "Valor da unidade"
8
Clique em "Avançar"

In payment methods, for installment limit, you will enter only one installment.

9
Clique em "Limites de parcelas"
10
Selecione "Máximo de 1 parcela"

In installments without interest, upfront.

11
Clique em "Quantidade de parcelas sem juros"
12
Selecione a opção "À vista"

Select the PIX option as well.

13
Click here

To create a payment link as a boleto, it needs approval from the finance department. The final step is to click on "next" and then on "finish."

14
Click "Avançar"
15
Clique em "Finalizar"

Your payment link has been successfully created.

How to Create a Payment Link: A Step-by-Step Guide