Send Pay Links
Guides

Getting Started

Set up Send Pay Links and create your first checkout

Getting Started

This guide will walk you through setting up Send Pay Links and creating your first payment link.

Prerequisites

Before you begin, you'll need:

  • A Send Pay Links account (sign up here)
  • A payment processor account (Stripe, Shopify, etc.)

Step 1: Create an Organization

After signing up, you'll be prompted to create your first organization. Organizations are the top-level container for your brands and settings.

  1. Go to Settings > Organizations
  2. Click Create Organization
  3. Enter your organization name
  4. Click Save

Step 2: Connect a Payment Provider

Send Pay Links supports multiple payment providers:

ProviderTypeBest For
StripeDirectMost businesses
ShopifyStorefrontE-commerce stores
NMIGatewayHigh-volume merchants
Sticky.ioCRMSubscription businesses
KonnektiveCRMDirect response

To connect a provider:

  1. Go to Settings > Payment Providers
  2. Select your provider
  3. Enter your API credentials
  4. Click Connect

Step 3: Create a Brand

Brands allow you to customize the checkout experience:

  1. Go to Brands
  2. Click Create Brand
  3. Configure your branding:
    • Logo
    • Colors
    • Custom domain (optional)
  4. Click Save

Now you're ready to create your first checkout:

  1. Go to Link Generator
  2. Configure your checkout:
    • Product name and price
    • Payment provider
    • Upsells (optional)
  3. Click Generate Link
  4. Copy and share your link!

Next Steps

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