Invoices & Payments

Payment Links

Generate and send one-click payment links by email or SMS.

4 min read

Payment Links

Create, share, and manage Stripe payment links for invoices and ad hoc collection. Staff can also generate links from an invoice payment page.

Overview

Payment Links centralizes one-click checkout URLs. The main hub is /payments/links (also linked from user menu and reports when Stripe is configured). Links tie to invoices and expire based on your settings.

How to access

Area	Menu path	Route
Payment links hub	Payments → Payment Links (sidebar or user menu)	`/payments/links`
Legacy redirect	—	`/payment-links` → redirects to `/payments/links`
Per-invoice payment	Invoice detail Collect / payment actions	`/invoices/:id/payment`
Payment settings	Settings → Payments	`/settings/payments`

Requires payments:view for the hub; Stripe must be configured for generation.

What you can do today

Payment Links page (/payments/links)

List existing links with status, amount, customer, and expiration.
Generate new links via modal (invoice-based or custom amount where supported).
Copy, share, edit expiration, and delete links.
See Stripe configuration alert with shortcut to Settings → Integrations when not connected.

Invoice payment page (/invoices/:id/payment)

Toggle Direct Payment vs Generate Payment Link.
Payment link mode: open generator modal when Stripe is configured.
Direct payment mode: Start Payment Collection currently shows Payment Form Coming Soon (not yet implemented).

Elsewhere

Deposit and invoice send flows auto-create links — see Estimate Deposits and Invoices.
Payment settings tab Payment Links under /settings/payments for defaults (e.g. auto-send).

Prerequisites

Stripe connected and marked configured (useStripeConfig / business payment settings).
payments:view (and create permissions for generating links).
Valid invoice with balance due when generating invoice-scoped links.

Helcim-primary businesses use Helcim checkout on other surfaces; the /payments/links hub is Stripe-oriented today.

Step-by-step

Generate a link from the hub

Go to /payments/links.
If prompted, complete Stripe setup under Settings → Integrations or Settings → Payments.
Click Generate Payment Link (or New).
Select invoice or enter amount details per modal fields.
Copy or share the URL; customer completes checkout on Stripe-hosted pages.

Generate from an invoice

Open /invoices/:id/payment.
Select Generate Payment Link mode.
Click Generate Payment Link → complete the modal.
Send the URL to the customer.

Manage existing links

On /payments/links, locate the link row.
Copy URL, edit expiration, or delete as needed.
Open related invoice from row links when present.

Current limitations

Hub and invoice link generation require Stripe — Helcim users rely on Helcim checkout components on other pages.
Staff direct card capture on /invoices/:id/payment is not live (coming soon placeholder).
Deleted links cannot be reused; generate a new link if expired or removed.
Auto-send behavior depends on autoSendPaymentLinks and related payment settings.

Roadmap

Staff-facing direct payment form on /invoices/:id/payment.
Unified link management when multiple processors are active.

Related features

Invoices — balances links pay against
Estimate Deposits — deposit links from estimates
Stripe configuration under Settings → Payments
Credit Memos — credits reduce need for new links