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Part 1: Create a payment link

For now, only users in France can activate Payments on their own. For others, Payments is currently only available under request and to Eurozone users. To request access to the feature, contact our Head of Payments by email: alexandre.hudavert@brevo.com.

Easily create your payment links to collect your customers' payments without creating a website or checkout page. To learn more about payment links, check our dedicated article What is Payments?.

We've divided the payment links articles into the following parts:

Before you start

  • Ensure you request access to Payments to our Head of Payments by email: alexandre.hudavert@brevo.com. After exchanging with him, your access to the feature will be enabled.
  • Ensure that the name of your Brevo account corresponds to the name of your company, as it will appear on your payment page. To edit your Brevo account name, go to the account dropdown > My profile > Company information.

🔗 Step 1: Create, and set up payment link basic settings

It's now time to create your first payment link to start selling your product or services to customers:

  1. Go to Payment Links.
  2. Click Create a new link
  3. Enter a relevant name for your payment link to recognize it in the list. This name will only be visible to you.
  4. Optional: Enter a description for your payment link. This description will be visible to your customers. 
    payment_name-and-description_EN-US.png
  5. Click Upload a logo in the payment page preview to display your company logo or any logo on your payment page that will help your customers recognize your brand and give them confidence to proceed to checkout. 
    This logo will be used by default in your other payment links.
    💡 Good to know
    Your logo has to be in PNG, JPG, JPEG, or GIF format, with a maximum size of 1MB.

📦 Step 2: Add items to sell 

  1. Click Add an item to add a product or service to sell on your payment page. A panel opens on the right of your screen:
    1. Enter a name for your item.
    2. Optional: Enter a description of your item. This can be useful to precise a duration for Yoga courses for example, or to give more information on your item. 
    3. Enter the tax (VAT) you want to apply on your item. If you do not want to apply tax, enter 0. 
      This information will not be visible to your customers.
    4. Enter the price of your item either in:
      • Price and enter your price without tax to automatically calculate your price tax included.
      • Total price and enter your price tax included to automatically calculate your price tax excluded. 
    5. Click Add item
      payment_add-item_EN-US.png
      💡 Good to know
      Once you've added an item, it will be saved in your catalog. Next time you need to add it, you can simply search for it in the Product or service name field and select it from the drop-down menu.
  2. Choose a default minimum quantity for your item to be sold. This option can be useful if an item must be purchased by your customers to complete the payment, or can only be sold in a specific quantity.
    💡 Good to know
    The minimum quantity has to be 1. If you want the default minimum quantity to be 0, check the Allow users to change quantity box and change it to 0 ⬇️.
  3. If you want your customers to be able to choose the quantity of items they want to purchase, check Allow users to change quantity. Set a minimum and maximum quantity. 
  4. To add other items, repeat step 5 to 7. You can add multiple items to your payment link. Each item is an individual article or unit, with its own price. For example, if you want to sell yoga courses, you can create an item for each yoga course. 
  5. To delete an item, hover over the item you want to delete and click the bin icon. 
    payment_delete-item_EN-US.gif

🕹 Step 3: Set up advanced settings 

You can set advanced settings for your payment link, such as:

settings-payment-link-creation_EN-US.jpg

🚚 Ask for shipping address

If your item needs to be shipped, toggle Ask for shipping address. This will allow your customers to enter a shipping address if it differs from their billing address:

toggle-shipping-address_EN-US.gif

An extra checkbox will be added on your payment page under the form that collects your customers' payment details ➡️

payment_shipping-address-checkbox_EN-US.png
🧾 Generate and send an invoice

If you want to generate an invoice after each payment, toggle Generate and send an invoice. This allows you and your customers to keep a record of what items were purchased. The invoice is emailed to you and your customer after the payment.

payments_toggle-generate-invoice_EN-US.gif

You can preview the invoice generated for the payment link on the Invoice preview tab. You can change the footer text on the Settings page. To learn more, check our dedicated section in our article Track your transactions on Payments.

payments_invoice-preview_EN-US.png
✅ Choose a custom success page

You can choose a custom success page to redirect your customers after payment. You could redirect them to a specific website page, like a schedule page for yoga courses, for example, or simply a landing page with a successful payment message that will reassure them. You can create a landing page directly in Brevo. To learn more, check our dedicated articles Landing pages.

Toggle Choose a custom success page and paste the URL to the website or landing page where you want to redirect your customers:

payment_success-page-creation_EN-US.gif

After checkout, your customers will be redirected to the webpage you chose:

payment_redirect-page_EN-US.gif
🗓 Automatically deactivate the link

You can set up an automatic deactivation of your payment link if you are selling products or services that will no longer be available at a certain date and time, like tickets to events or limited products. If you want your payment link to be active for a limited time, toggle Automatically deactivate link and choose a date and time at which you want your payment link to be automatically deactivated: 

payment_automatically-deactivate-link_EN-US.gif

🔔 Activate payment notifications

Payment notifications allow you to receive an email alert each time a customer completes a payment on this link. By default, you receive an email on the email address used for your Brevo account each time a customer completes a payment on this link. You can either:

  • Edit the default email address for notifications by overwriting it with another, or
  • Deactivate payment notifications by clicking the toggle icon. 
    payment_edit-remove_notifications_EN-US.gif

🚀 Step 4: Finalize your payment link creation

Once your payment page setup is complete, click Create a payment link.

Your payment link is created and active by default! 🎉 You can click Copy link to share it right away, or close the page to share it later. To learn more, check our dedicated article Share payment links with your customers.

payment-link-created_EN-US.png

⏭️ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

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