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Text-To-Pay Links

Text-To-Pay Links

Step 1 - Integrate Sub-Account With Stripe: 

Integrate your subaccount with Stripe by going to Payments \> Integrations > click the "Connect" button and follow the steps to integrate Stripe.

Step 2 - Create An Invoice From A Conversation:

Go to a contact record and click the payment icon below the text editor. In the window that pops up, give the Invoice a name, price, and then set a Link Expiration / Due Date and click "Save." The payment link will then appear in the conversation editor.

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