To create Recurring Payment links, follow these steps:

  • Navigate to Receivables
  • Click on Payment Links and click Create
  • Select the Customer to whom you want to send the payment link.
  • Enter the Amount you wish to collect
  • Select Income Category (Optional)
  • Navigate to the rightmost panel and switch the toggle on against Add Recurring.
  • Add details like the Starting Date, Frequency and how many times you want the link to be repeated for.
  • Click on Submit