What are Text-To-Pay Links?

Text-To-Pay Links are secure payment requests you send by SMS from within a conversation. They generate a checkout link so customers can pay in a few taps. This reduces friction, speeds up collection, and keeps payment activity tied to the contact thread for easy follow-up and tracking.

Key Benefits of Text-To-Pay Links

• Fast Collection: Send a pay-ready link from any SMS thread for fewer steps and quicker conversion.
  
• On-Brand: Customize the invoices to match your brand style.
  
• Flexible Pricing: Apply discounts and tax at send time to reflect the exact deal.
  
• Due Dates: Set a link due date to encourage timely payment and manage expectations.

Prerequisites

Verifying prerequisites prevents common setup issues and ensures links send and process correctly.

• An active HighLevel Payments (Stripe) connection in the sub-account.
  
• An active phone number in the sub-account.
  
• At least one active product.

Sending a Text-To-Pay Link from Conversations

Go to Conversations and open the conversation with the contact you would like to send the text-to-pay link to.

In the channel picker at the message box, choose SMS.

Click Request Payment ($ icon) below the text editor.

In the Request payment modal; Select the product (or item) and confirm the price, add a discount and/or tax, set a Due date and choose between Test and Live mode (use Test for non-production checks).

Click Preview to review the checkout experience, or click Copy link & Mark as sent.

Click Send to send the text-to-pay link. The customer will see the following screen when opening the link!