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Payment Links

Applies to: 0.1.1-Phase1B · Permission:

Overview

Create and share payment links where supported.

Requirements

Payments access.

Step-by-Step Instructions

  1. Open Payment Links
  2. Create a link
  3. Enter payment details
  4. Save
  5. Send the link through the approved customer workflow.

Screenshots

Screenshots for this article are managed from production OneSuite captures and appear here when attached.

Tips & Best Practices

Confirm amount and description before sending.

Troubleshooting

If a link does not work, review gateway connection and link status.

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Last Updated: July 7, 2026