If you're looking to learn how to create a payment link on Primefy, you're in the right place. A payment link is a powerful tool that allows you to receive payments quickly and conveniently.
We'll explain the process step by step so you can start using this feature with ease.
Step 1: Access Your Primefy Account
The first step to create a payment link is to access your Primefy account. Make sure you're logged in to your account to access the payment link creation options.
Step 2: Click on "Request Payment"
After logging in, you'll be on the Primefy Dashboard. In the top-right corner of your Dashboard, you'll find the "Request payment" button. Click on this button to start the payment link creation process.
Step 3: Choose the "Create a Payment Link" Option
When you click the "Request payment" button, you'll see various options. Select the "Create a payment link" option to begin customizing your payment link.
Step 4: Configure Basic Settings
Now you'll enter the basic configuration phase of the payment link. Follow these steps:
- Choose whether you want to receive a one-time payment or recurring payments (installments). For recurring payments, you need to select the plan you want to associate with this recurrence. You can learn more about the plans Primefy offers here.
- Define a descriptive title for the payment, add a description, enter the amount to be charged, and choose the currency in which you want to receive the sale.
- If you sell specific products, you can link them to your payment link if you have them already registered or register them on the platform at this stage. To do this, click on the "Product" field, select the pre-registered product, or scroll through the search bar and click "Add a New Product."
Step 5: Customize the Sale
In this step, you can further customize your payment link according to your specific needs:
- Set up the "split" if you want to split payments among different participants.
- Choose the available payment methods for your customers by clicking "limit payment methods."
- You can also select the number of installments you want to offer to your customers based on the chosen payment method.
- Offer options like Order Bump, Upsell, and Cross-sell to boost sales.
- Configure smart installments to increase your conversion rate.
- Allow payment with pre-authorized cards.
- Customize the bank slip according to your brand and requirements.
- Choose whether the customer will pay the payment fees.
- Set the payment link expiration date to create a sense of urgency.
- Add images to the checkout to make it more appealing to your customers.
Click on the information icon for more detailed information about what each option on the list
means and how it can help you boost your sales.
Step 6: Save and Share the Payment Link
After configuring all the options according to your preferences, click "Create Payment Link." The generated link is ready to be shared with your customers. You can also download the QR code to share your link. All relevant information about your link can be viewed on this page.
Now that you know how to create a payment link on Primefy, you're ready to start receiving payments conveniently and with customization. Remember that this is a versatile tool that adapts to your sales needs, whether for physical products or digital services. Be sure to track your sales and offer an efficient and secure payment process for your customers.
If you have any additional questions, consult Primefy's Help Center or contact support for further assistance. Happy selling!