Products & Payment Links

📦 1. Defining Products and Services

Before creating a payment link, you should first define the products or services you offer. These items are reusable for both invoices and payment links.

Adding an Item

1. Navigate to Payments > Products.
2. Click + New Product.
3. Enter the Product Name (e.g., "Consultation Fee" or "Annual Subscription").
4. Set the Price, ensuring it is the full, pre-tax amount.
5. Add a brief Description for client clarity, and click Save.

🔗 2. How to Create a Shareable Payment Link

Create custom payment links to easily collect payments for products or services. This link can be shared anywhere online.

Link Creation Steps

1. From your Velocity 360 dashboard, click Payments in the left sidebar.
2. Click Payment Links in the top navigation, then click + Create New Payment Link.
3. Click + Add Product and select the product(s) you want to sell.
4. Set Payment Link Options such as enabling coupon codes or setting a Redirect URL after payment.
5. Use the branding options to select your Call to Action on Button and add your Business Name.
6. Name Your Link in the top left corner, then click Save.
7. Your new payment link will appear in the list for you to copy and share.

🎨 3. Customization and Payment Link Options

You have several options to customize the checkout experience for your clients, enhancing conversion and branding.

Key Configuration Fields

• Redirect URL: Set a page (like a thank you page) where the customer is sent immediately after a successful payment.
• Coupon Codes: Toggle this option to allow customers to apply promotional codes you have created in the Coupons section.
• Call to Action: Customize the text on the final payment button (e.g., "Buy Now," "Sign Up," "Pay Securely").
• Tax Application: Choose whether to automatically apply applicable sales tax or VAT rates based on the linked product settings.

📤 4. Sharing and Tracking Payments

Once a link is created and saved, you can use it immediately. Payment links provide real-time transaction tracking without needing to generate an invoice first.

Best Places to Share

• Directly in email signatures or newsletters.
• On social media posts (Instagram bio, Facebook shop, etc.).
• Embedded as a button on your website or landing page.

🗑️ 5. Editing and Deleting Links (Coming Soon)

This section will guide you through making updates to existing payment links (e.g., changing the price or product) and archiving links that are no longer needed.

Status Management

• You can edit a link's details even after it has been shared, but existing transactions will retain the original terms.
• Deleting a link prevents all future payments through that specific URL.