## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/in/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Basic Functions in Payment Links

Let us take a look at how you can enable and create a payment link in Zoho Books.

## Enable Payment Links

To create payment links in Zoho Books, you will have to enable the Payment Links module first. To do this:

*   Go to **Settings** on the top right corner of the page.
*   Select **General** under _Preferences_.
*   Check the **Payment Links** option.
*   Click **Save**.

![Enable Payment Links](/books/help/images/payment-links/enable.png)

Once you enable this option, the **Payment Links** module will be available in the left sidebar.

* * *

## Create Payment Link

To create a new payment link:

*   Go to the **Payment Links** module in the left sidebar.
*   Click the **\+ New** button on the top right corner of the page.
*   Fill in the required details.

![Create Payment Links](/books/help/images/payment-links/create-payment-link.png)

**Fields**

**Description**

**Customer Name**

Select the customer for whom you are creating the payment link.

**Place of Supply**

This place will be auto-selected based on the selected customer’s GST Treatment.

**Payment Amount**

Enter the amount that you want to request from the customer.

**Tax**

Select the tax applicable, if any.

**Link Expiration Date**

Select the date on which the payment link should expire. By default, this will be 15 days from the date of creating the link. Once expired, the payment link cannot be accessed.

**Description**

Enter a short note on why you’re collecting this payment. This will be visible for your customers.

*   Click **Save** or **Save and Share**.

Once you’ve created the payment link, a shortened URL and an automated Reference # will be generated for the link.

* * *

## Send Payment Link

*   [Send Email](/in/books/help/payment-links/basic-functions.html#send-email)
*   [Send SMS](/in/books/help/payment-links/basic-functions.html#send-sms)

### Send Email

You can share the payment link with your customer through an email, requesting them to pay you online. Here’s how:

*   Go to the **Payment Links** module in the left sidebar.
*   Select the payment link that you want to send.
*   Click the Overflow icon on the top right corner.
*   Select **Send Email** from the list of options.

![Send Payment Links](/books/help/images/payment-links/send-email.png)

*   The customer’s email address, along with their contact person’s email addresses (if any), will be displayed in the next page.
*   Click **Add Contact Person** if you want to add a new contact person’s email address.
*   Choose the required email address(es).
*   Click **Send**.

![Send Payment Links](/books/help/images/payment-links/send-email-preview.png)

An email, as shown in the Email Preview, will be sent to your customer requesting them to pay you online using the payment link.

### Send SMS

If you have [enabled SMS notifications](/in/books/help/settings/sms-notifications.html#enable-sms-notifications), you can notify your customers about the payment link via a text message as well.

To send an SMS about the payment link to a customer, you need to ensure that:

*   You have enabled SMS Notifications for Payment Links in Settings,
*   You have enabled SMS Notifications for the customer and their contact persons, and
*   The customer/contact person has a mobile number associated with them.

To share the payment link to your customer through a text message:

*   Go to the **Payment Links** module in the left sidebar.
*   Select the payment link that you want to send.
*   Click the Overflow icon on the top right corner.
*   Select **Send SMS** from the list of options.

![Send Payment Links](/books/help/images/payment-links/send-sms.png)

*   The customer’s mobile number, along with their contact person’s mobile numbers (if any), will be displayed in the next page.
*   Choose the mobile numbers to which you want to send an SMS.
*   You can also send the payment link to their email addresses, if needed.
*   Click **Send**.

![Send Payment Links](/books/help/images/payment-links/send-sms-preview.png)

A text message, as shown in the SMS Preview, will be sent to your customer requesting them to pay you online using the payment link.

**Pro Tip:** You can also copy the payment link by clicking **Copy Link** and then share it with your customers directly.

**Insight:** You can check if your customer has viewed the payment link. When a customer has viewed a payment link, an eye icon will be displayed next to the corresponding payment link’s status.