The main hub is /payments/links (also linked from user menu and reports when Stripe is configured). Payment Links centralizes one-click checkout URLs. Links tie to invoices and expire based on your settings. Requires payments:view for the hub; Stripe must be configured for generation.
List existing links with status, amount, customer, and expiration. Generate new links via modal (invoice-based or custom amount where supported). Copy, share, edit expiration, and delete links. See Stripe configuration alert with shortcut to Settings to Integrations when not connected. Invoice payment page (/invoices/:id/payment) - Toggle Direct Payment vs Generate Payment Link. Payment link mode: open generator modal when Stripe is configured. Direct payment mode: Start Payment Collection currently shows Payment Form Coming Soon (not yet implemented). Elsewhere - Deposit and invoice send flows auto-create links, see Estimate Deposits and Invoices. Payment settings tab Payment Links under /settings/payments for defaults (e.g. Stripe connected and marked configured (useStripeConfig / business payment settings). Valid invoice with balance due when generating invoice-scoped links. Helcim-primary businesses use Helcim checkout on other surfaces; the /payments/links hub is Stripe-oriented today. /payments/links step 5 is Generate a link from the hub.
Overview
Payment Links centralizes one-click checkout URLs. The main hub is
/payments/links (also linked from user menu and reports when Stripe is configured). Links tie to invoices and expire based on your settings.How to access
| Area | Menu path | Route |
|---|---|---|
| Payment links hub | Payments → Payment Links (sidebar or user menu) | /payments/links |
| Legacy redirect | — | /payment-links → redirects to /payments/links |
| Per-invoice payment | Invoice detail Collect / payment actions | /invoices/:id/payment |
| Payment settings | Settings → Payments | /settings/payments |
Requires
payments:view for the hub; Stripe must be configured for generation.How do you list existing links with status, amount, customer, and expiration?
List existing links with status, amount, customer, and expiration.
Payment Links page (
/payments/links)- List existing links with status, amount, customer, and expiration.
- Generate new links via modal (invoice-based or custom amount where supported).
- Copy, share, edit expiration, and delete links.
- See Stripe configuration alert with shortcut to Settings → Integrations when not connected.
Invoice payment page (
/invoices/:id/payment)- Toggle Direct Payment vs Generate Payment Link.
- Payment link mode: open generator modal when Stripe is configured.
- Direct payment mode: Start Payment Collection currently shows Payment Form Coming Soon (not yet implemented).
Elsewhere
- Deposit and invoice send flows auto-create links — see Estimate Deposits and Invoices.
- Payment settings tab Payment Links under
/settings/paymentsfor defaults (e.g. auto-send).
Prerequisites
- Stripe connected and marked configured (
useStripeConfig/ business payment settings). payments:view(and create permissions for generating links).- Valid invoice with balance due when generating invoice-scoped links.
Helcim-primary businesses use Helcim checkout on other surfaces; the
/payments/links hub is Stripe-oriented today.Step-by-step
Generate a link from the hub
- Go to
/payments/links. - If prompted, complete Stripe setup under Settings → Integrations or Settings → Payments.
- Click Generate Payment Link (or New).
- Select invoice or enter amount details per modal fields.
- Copy or share the URL; customer completes checkout on Stripe-hosted pages.
Generate from an invoice
- Open
/invoices/:id/payment. - Select Generate Payment Link mode.
- Click Generate Payment Link → complete the modal.
- Send the URL to the customer.
Manage existing links
- On
/payments/links, locate the link row. - Copy URL, edit expiration, or delete as needed.
- Open related invoice from row links when present.
Current limitations
- Hub and invoice link generation require Stripe — Helcim users rely on Helcim checkout components on other pages.
- Staff direct card capture on
/invoices/:id/paymentis not live (coming soon placeholder). - Deleted links cannot be reused; generate a new link if expired or removed.
- Auto-send behavior depends on autoSendPaymentLinks and related payment settings.
Roadmap
- Staff-facing direct payment form on
/invoices/:id/payment. - Unified link management when multiple processors are active.
Related features
- Invoices — balances links pay against
- Estimate Deposits — deposit links from estimates
- Stripe configuration under Settings → Payments
- Credit Memos — credits reduce need for new links