# 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](https://docs.finix.com/low-code-no-code/payment-links/payment-methods). |
| **Amount Type**             | [Fixed](https://docs.finix.com/low-code-no-code/payment-links/how-payment-links-work#fixed-payment-links): Set a specific amount for each item.<br>[Variable](https://docs.finix.com/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](https://docs.finix.com/low-code-no-code/payment-links/how-payment-links-work#single-use-payment-links): Link works once.<br>[Multiple Use](https://docs.finix.com/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](https://docs.finix.com/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
- Variable 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.                                 |

Click **Add another product** to include additional items.

#### Transaction Options

- Fixed Amount
- Variable Amount

| Field                       | Description                                                                   |
|-----------------------------|-------------------------------------------------------------------------------|
| **Terms of Service URL**    | Link to your [terms of service](https://docs.finix.com/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](https://docs.finix.com/guides/online-payments/payment-features/split-transactions). |

#### 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](https://docs.finix.com/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](https://docs.finix.com/low-code-no-code/payment-links/quickstart-dashboard#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.

## 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](https://docs.finix.com/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](https://docs.finix.com/low-code-no-code/payment-links/tracking-payment-links).

## Real-Time Updates with Webhooks

Integrate [webhooks](https://docs.finix.com/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.
