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How to Create a Simple Payment Link with 4Geeks Payments

🤖 Explain with AI

Collecting payments should not require a dedicated development team or complex website infrastructure. With 4Geeks Payments, you can generate secure, shareable payment links in minutes using a no-code interface.

Payment links are URLs that direct your customers to a pre-built, hosted checkout page. This feature is ideal for freelancers, startups, and businesses looking to sell products, services, or subscriptions via email, social media, or chat without writing a single line of code. This article guides you through creating, customizing, and sharing your first payment link.

Prerequisites

Before you begin, ensure you have the following:

  • Active Account: Access to the 4Geeks Console.
  • Module Activation: The Payments module must be enabled on your account.
  • Banking Info: A connected bank account or payment gateway configuration to receive funds.
  • Permissions: “Admin” or “Sales Manager” permissions are required to generate financial links.

Step-by-Step Instructions

Follow these steps to generate a payment link ready for immediate use.

  1. Log in to your 4Geeks Console.
  2. On the main navigation sidebar, locate and click on Payments.
  3. Select the Payment Links tab from the top menu.
  4. Click the + New Payment Link button located in the top right corner.

Step 2: Define Product or Service Details

You need to specify what the customer is purchasing. This information will appear on the checkout page.

  1. Type: Select whether this is a Product (one-time physical/digital good) or a Service (consulting, billed hours).
  2. Name: Enter a clear, descriptive name (e.g., “Consultation Deposit” or “E-book Download”).
  3. Description: (Optional) Add a brief description to reassure the customer of their purchase details.
  4. Price: Enter the amount and select the currency (e.g., USD, EUR).
  5. Image: Upload a product image or logo to brand the checkout experience.

Customize how the link behaves and limit its usage if necessary.

  1. Link Type:
    • Reusable: Choose this if you plan to send the same link to multiple customers (e.g., selling a standard digital product).
    • One-Time Use: Choose this for specific invoices or custom quotes; the link expires after one successful payment.
  2. Expiration Date: (Optional) Set a date for the link to automatically deactivate.
  3. Collect Tax: Toggle this on if 4Geeks Payments should automatically calculate sales tax based on the customer’s location.

Step 4: Generate and Share

  1. Review your settings and click Create Link.
  2. The system will generate a unique URL (e.g., pay.4geeks.io/pl/12345).
  3. Click Copy Link to paste it directly into an email, WhatsApp message, or Slack channel.
  4. Alternatively, click QR Code to download a scannable code for in-person payments or print materials.

Common Use Cases

Scenario 1: Freelance Consulting Deposit

Situation: You are a consultant requiring a 50% deposit before starting a project, but you do not have a website set up for billing. Application: You create a “One-Time Use” payment link for $500 USD using 4Geeks Payments. You email this link directly to your client. Result: The client clicks the link, pays via credit card on the secure hosted page, and you receive an instant notification that the deposit is cleared, allowing work to begin immediately.

Scenario 2: Selling Digital Assets on Social Media

Situation: Your company creates a new industry report and wants to sell it to LinkedIn followers. Application: You generate a “Reusable” payment link. You paste this URL into your LinkedIn post. Result: Hundreds of followers can click the same link to purchase the report. 4Geeks Payments handles the volume, processing each transaction individually and issuing receipts automatically.

Troubleshooting

  • Cause: The link may have been set to “One-Time Use” and already paid by someone else, or the expiration date has passed.
  • Solution: Check the link status in the Payment Links dashboard. If status is “Archived” or “Expired,” create a new link.

Issue 2: The wrong currency is displayed

  • Cause: The currency was set incorrectly during the “Product Details” step.
  • Solution: Payment links cannot be edited once generated to ensure financial integrity. You must archive the incorrect link and create a new one with the correct currency settings.

Issue 3: No notification received after payment

  • Cause: Email notification settings may be disabled for your account.
  • Solution: Go to Settings > Notifications in the 4Geeks Console and ensure “Payment Success” alerts are enabled for Admin users.

Conclusion

Creating simple payment links with 4Geeks Payments empowers your business to capture revenue instantly, removing friction from the sales process. Whether for one-off invoices or mass digital sales, these no-code tools ensure you get paid faster and more securely.

For more advanced billing needs, such as managing employee salaries or contractor payouts, consider exploring 4Geeks Payroll.

Need further assistance? Visit the 4Geeks Help Center or contact our support team.