# Creating Payment Links using the Dashboard Learn how to quickly create payment links with the Finix Dashboard. This guide walks you through three simple steps to start accepting payments. ```mermaid flowchart LR A[1. Create] --> B[2. Share] --> C[3. Track] ``` ## Step 1: Create a Payment Link ### Navigate to Payment Links 1. In the Dashboard, expand **Payment Tools** in the left navigation. 2. Click **Payment Links**. 3. Click **Create Payment Link**. Create Payment Link The creation form displays with a live preview that updates as you fill out each section. Payment link Creation Form ### Fill Out the Form Complete each section of the form as described below. #### Basic Information Basic Payment link Information | Field | Description | | --- | --- | | **Payment Link Name** | Internal label to identify the link in your records. Not visible to buyers. | | **Transaction Type** | Choose **Sale** or **Authorization**. If Authorization, you must select Credit/Debit, Apple Pay, or Google Pay as the [payment method](/low-code-no-code/payment-links/payment-methods). | | **Amount Type** | [Fixed](/low-code-no-code/payment-links/how-payment-links-work#fixed-payment-links): Set a specific amount for each item.[Variable](/low-code-no-code/payment-links/how-payment-links-work#variable-payment-links): Let buyers enter an amount within min/max limits you define. | | **Link Type** | [Single Use](/low-code-no-code/payment-links/how-payment-links-work#single-use-payment-links): Link works once. [Multiple Use](/low-code-no-code/payment-links/how-payment-links-work#multiple-use-payment-links): Link can be reused. | | **Link Validity** | How long the link remains active before expiring. | | **Allowed Payment Methods** | Select which [payment options](/low-code-no-code/payment-links/payment-methods) to accept. | #### Product or Service Information Add one or more products or services you're charging for. Fixed Amount Product or Service Information - Fixed Amount | Field | Description | | --- | --- | | **Product/Service Name** | What you're charging for. | | **Unit Price** | Price per unit. | | **Quantity** (optional) | Number of units. | | **Description** (optional) | Additional details about the item. | | **Image** (optional) | Product image displayed on the payment page. | Variable Amount Product or Service Information - Variable Amount | Field | Description | | --- | --- | | **Product/Service Name** | What you're charging for. | | **Control what buyers can enter** | Enable to set minimum and maximum amounts buyers can enter. | Click **Add another product** to include additional items. #### Transaction Options Fixed Amount Transaction Options - Fixed Amount | Field | Description | | --- | --- | | **Terms of Service URL** | Link to your [terms of service](/low-code-no-code/payment-links/how-payment-links-work#terms-of-service) displayed on the payment page. Required for all links. | | **Additional Discount** | Discount applied to the total. | | **Shipping Amount** | Delivery costs. | | **Tip Amount** | Tip added to the total. | | **Split Transaction Across Multiple Merchants** | Used to [split transactions](/guides/online-payments/payment-features/split-transactions). | Variable Amount Transaction Options - Variable Amount | Field | Description | | --- | --- | | **Terms of Service URL** | Link to your [terms of service](/low-code-no-code/payment-links/how-payment-links-work#terms-of-service) displayed on the payment page. Required for all links. | #### Advanced Settings Advanced Settings - Additional Buyer Details | Setting | Options | | --- | --- | | **Additional Buyer Details** | Name, Phone Number, Shipping Address, Billing Address, Custom Fields (e.g., account number, project ID). | | **Receipt Options** | Email receipt to buyer, Email copy to yourself or additional recipients. | #### Custom Branding Customize colors, logos, and button styles. For details, see [Customize Branding](/low-code-no-code/payment-links/customize-branding). ### Create the Link Click **Create Payment Link** to finalize. You'll see a confirmation and can view the payment link details page. ### Payment Link Details Page From the payment link details page, you can - [Share the payment link](#step-2-share-the-payment-link) - Edit the payment link - Deactivate the payment link To edit or deactivate the payment link, click the **...** to reveal the additional options. Payment Link Details - Additional Options ## Step 2: Share the Payment Link After creating your link, share it with buyers. Options include: - Copy the link URL directly - Send via email - Embed in your website or app For detailed instructions, see [Sharing Payment Links](/low-code-no-code/payment-links/sharing-payment-links). ## Step 3: Track your Payment Link Monitor payment state and view transaction details from the Dashboard. After a buyer completes payment, you can: - View payment confirmation - Access transaction details - Download receipts For more information, see [Tracking Payment Links](/low-code-no-code/payment-links/tracking-payment-links). ## Real-Time Updates with Webhooks Integrate [webhooks](/additional-resources/developers/webhooks/webhook-events#payment-link-created) to receive real-time notifications when: - A payment is completed - A payment fails - An authorization is created