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.
- Go to Settings > Organizations
- Click Create Organization
- Enter your organization name
- Click Save
Step 2: Connect a Payment Provider
Send Pay Links supports multiple payment providers:
| Provider | Type | Best For |
|---|---|---|
| Stripe | Direct | Most businesses |
| Shopify | Storefront | E-commerce stores |
| NMI | Gateway | High-volume merchants |
| Sticky.io | CRM | Subscription businesses |
| Konnektive | CRM | Direct response |
To connect a provider:
- Go to Settings > Payment Providers
- Select your provider
- Enter your API credentials
- Click Connect
Step 3: Create a Brand
Brands allow you to customize the checkout experience:
- Go to Brands
- Click Create Brand
- Configure your branding:
- Logo
- Colors
- Custom domain (optional)
- Click Save
Step 4: Generate a Payment Link
Now you're ready to create your first checkout:
- Go to Link Generator
- Configure your checkout:
- Product name and price
- Payment provider
- Upsells (optional)
- Click Generate Link
- Copy and share your link!
Next Steps
- Configure analytics for tracking
- Set up webhooks for real-time notifications
- Explore the API for custom integrations