quickstart dashboard.md

Creating Payment Links using the Dashboard

Learn how to quickly create payment links with the Finix Dashboard.

Step 1: Create a Payment Link

Navigate to Payment Links

  1. In the Dashboard, navigate to Tools in the left navigation.
  2. Click Payment Links.
  3. Click Create Payment Link.

The creation form displays with a live preview that updates as you fill out each section.

Fill Out the Form

Complete each section of the form as described below.

Basic 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.
Amount Type Fixed: Set a specific amount for each item. Variable: Let buyers enter an amount within min/max limits you define.
Link Type Single Use: Link works once. Multiple Use: Link can be reused.
Link Validity How long the link remains active before expiring.
Allowed Payment Methods Select which payment options to accept.

Product or Service Information

Add one or more products or services you're charging for.

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

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

Field Description
Terms of Service URL Link to your 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.

Variable Amount

Field Description
Terms of Service URL Link to your terms of service displayed on the payment page. Required for all links.

Advanced Settings

Setting Options
Additional Buyer Details Name, Phone Number, Shipping Address, Billing Address, Custom Fields (e.g., account number, project ID).
Receipt Options Email a receipt to the buyer, email a copy to yourself or additional recipients.
Custom Card Statement Descriptor The description of the merchant that appears on the buyer's bank or card statement.

Custom Branding

Customize colors, logos, and button styles. For details, see 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

To edit or deactivate the payment link, click the ... to reveal the additional options.

Step 2: Share the Payment Link

After creating your link, share it with buyers. Options include:

For detailed instructions, see 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:

For more information, see Tracking Payment Links.

Real-Time Updates with Webhooks

Integrate webhooks to receive real-time notifications when: