With Ecomsight PayByLink’s integration with Stripe, you can create customized payment links and send them directly to clients all from one centralized platform.
This streamlined process saves your customer service team valuable time, enhances payment tracking, and improves the overall client experience.
In this guide, we’ll go through how to set up your Ecomsight PayByLink account, integrate it with Stripe, create advanced payment links, and send them directly to your clients via email.
Why Use Stripe Payment Links with Ecomsight PayByLink?
1. Centralized Payment Management
Create, send, and track payment links—all from one easy-to-use dashboard. No need to switch between platforms, reducing errors and saving time for customer service teams.
2. Enhanced Customer Service Efficiency
By generating and sending payment links directly from Ecomsight PayByLink, your customer service team can resolve billing issues faster, handle payments for custom orders, and improve response times.
3. Real-Time Payment Tracking
Easily monitor payment statuses from your dashboard, ensuring timely follow-ups and better cash flow management.
4. Customizable Payment Options
Tailor each payment link to your specific business needs, whether you’re sending invoices, collecting payments for products, or setting up recurring billing.
Step-by-Step Guide to Creating and Sending Stripe Payment Links
1. Create your account or sign in to your Ecomsight PayByLink account.
2. Confirm your email by clicking the link we’ve sent to your inbox.
3. Once registered, log in to access your dashboard.
Step 2: Set Up Your Stripe Account in PayByLink
1. Navigate to the Payment Provider Settings in your Ecomsight PayByLink dashboard.
2. Select Stripe as your payment provider.
3. Generate and add your Stripe API Keys:
– Live Mode for real transactions.
– Test Mode for testing purposes.
4. Your Stripe account is now linked, and you’re ready to create payment links!
Step 3: Create a Stripe Payment Link
1. Go to the Create Payment Link section in your dashboard.
2. Follow the steps below to customize your payment link:
—
1/5 Product or Service Selection
– Product or Service:
Select an existing product or service, or create a new one. (you’ll need to create your first product or service before proceeding.)
—
2/5 Basic Settings
– Currency:
Choose the currency for the payment link. (All products must use the same currency.)
– Payment Link Name:
Enter a custom name to help you identify the payment link.
– Client Name:
Add the client’s name for personalized tracking.
– Client Email:
Provide the client’s email address to send the payment link directly.
—
3/5 Shipping Settings
– Require Shipping Address:
Enable this option if you need to collect the client’s shipping address.
—
4/5 Billing Settings
– Require Billing Address:
Enable if billing address details are needed for the payment process.
– Purchase Order Number:
Add a custom PO number for internal tracking. (It won’t appear on the payment page but will be visible in your Stripe account as metadata.)
– Invoice Number:
Include a custom invoice number for tracking. (Not displayed on the payment page.)
– Create an Invoice PDF:
Automatically generate a PDF invoice for the payment.
—
5/5 Advanced Settings
– Allow Promotion Code:
Enable clients to use promotion codes for discounts.
– Require Phone Number:
Collect the client’s phone number during the payment process.
– Save Payment Details for Future Use:
Allow clients to save their payment details for future transactions.
– Add a Custom Field:
Collect additional information from the client using custom fields.
– Allow Business Customers to Provide Tax IDs:
Enable clients to enter their business tax IDs.
– Redirect Customers to a Custom Thank You Page:
Redirect clients to a custom page after payment.
– Replace Default Thank You Message:
Customize the thank you message displayed after payment.
– Limit the Number of Payments:
Set a limit on how many times the payment link can be used.
– Require Customers to Accept Terms of Service:
Ensure clients agree to your terms of service during the payment process.
Step 4: Send the Payment Link via Email
1. After creating the payment link, navigate to the Send Email section in your Ecomsight PayByLink dashboard.
2. Select the payment link and compose your email.
3. Use customizable email templates to save time and maintain consistency.
4. Send the payment link directly to your client’s inbox.
Step 5: Track Payments in Real-Time
1. Monitor payment statuses directly from your Ecomsight PayByLink dashboard.
2. Receive automatic notifications for successful payments via email or within the dashboard.
3. Export payment data if needed for reporting or integration with other tools using our Zapier integration.
Advantages for Customer Service Teams
1. Time Savings:
Reduce the time spent manually creating and sending invoices. The streamlined process allows customer service teams to focus on resolving client issues.
2. Improved Payment Tracking:
Real-time tracking ensures that your team is always updated on payment statuses, reducing delays and improving follow-ups.
3. Enhanced Client Communication:
Customizable fields and email templates allow for personalized, professional communication with clients.
4. Seamless Integration:
By handling everything from payment creation to tracking in one platform, customer service teams can work more efficiently and reduce errors.
Start using Stripe Payment Links today and streamline your payment collection process with Ecomsight PayByLink!