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paymentsPayment LinksText-To-Pay Links

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What are Text-To-Pay Links?

Text-To-Pay Links are secure payment requests you send by SMS from within a conversation. They generate a checkout link so customers can pay in a few taps. This reduces friction, speeds up collection, and keeps payment activity tied to the contact thread for easy follow-up and tracking.

Key Benefits of Text-To-Pay Links

  • Fast Collection: Send a pay-ready link from any SMS thread for fewer steps and quicker conversion.
  • On-Brand: Customize the invoices to match your brand style.
  • Flexible Pricing: Apply discounts and tax at send time to reflect the exact deal.
  • Due Dates: Set a link due date to encourage timely payment and manage expectations.

Prerequisites

Verifying prerequisites prevents common setup issues and ensures links send and process correctly.

  • An active TWIM CRM Payments (Stripe) connection in the sub-account.
  • An activephone number in the sub-account.
  • At least one active product.

Sending a Text-To-Pay Link from Conversations

  1. Go to Conversations and open the conversation with the contact you would like to send the text-to-pay link to.

  2. In the channel picker at the message box, choose SMS.

  3. Click Request Payment ($ icon) below the text editor.

  4. In the Request payment modal; Select the product (or item) and confirm the price, add a discount and/ortax, set a Due date and choose between Test and Live mode (use Test for non-production checks).

    Click Preview to review the checkout experience, or click Copy link & Mark as sent.

  5. Click Send to send the text-to-pay link. The customer will see the following screen when opening the link!

    **Tip:**You can customize this page! Click here to learn how.

  • Payment Links
  • How to Customize Payment Links with Your Brand Colors
  • How to Set Up a Payment Link for Multiple Products (One-Time & Recurring)
  • How to send personalized payment links to multiple contacts?
  • Industry Playbook - Marketing Agency
  • Industry Playbook - Insurance Company
  • Industry Playbook - Home Service Business
  • Industry Playbook - Travel & Hospitality
  • Industry Playbook - Medical Practice
  • Industry Playbook - Restaurant/Bar
How to Customize Payment Links with Your Brand ColorsPayment Links