How to Create and Share Payment Links in Niobi Introduction Payment links allow you to collect payments quickly without creating an invoice. Simply generate a link and share it with customers through email, WhatsApp, social media, or any other channel. Customers can open the link and complete payment immediately. Why Use Payment Links? Payment links offer several benefits: ⚡ Faster Collections ✅ No invoice creation required ✅ Share instantly with customers ✅ Receive payments quickly 📱 Flexible Sharing ✅ Send via email, WhatsApp, SMS, or social media ✅ Add to websites and marketing campaigns ✅ Use the same link multiple times 📋 Simple Customer Experience ✅ Customers click and pay ✅ No account setup required ✅ Supports multiple payment methods \--- Before You Start You'll need: ✅ Permission to create payment links ✅ A payment amount ✅ An optional description of what the payment is for Step 1: Go to Payment Links 1. Log into Niobi. 2. From the left navigation menu, go to Collections → Payment Links. 3. You'll see all previously created payment links. Step 2: Create a Payment Link 1. Click Create Payment Link. 2. Enter: • Amount to collect • Description or reason for payment • Any additional information (optional) 3. Click Create. A unique payment link will be generated automatically. Step 3: Share the Link You can copy and share the link through: ✅ Email ✅ WhatsApp ✅ SMS ✅ Social media ✅ Your website ✅ Any messaging platform Customers simply open the link and complete payment. Step 4: Track Payments Go to Collections → Payment Links to: 1. View all your links. 2. See how much has been collected. 3. Check payment status. 4. View transactions made through each link. Managing Payment Links From the Payment Links page, you can: ✓ View existing links ✓ Search for specific links ✓ Copy and share links again ✓ Monitor payments received ✖ Deactivate links you no longer want customers to use Tips & Best Practices ✅ Add a clear description so customers know what they're paying for. ✅ Share links through the customer's preferred channel. ✅ Keep inactive links disabled to avoid unintended payments. ✅ Regularly monitor payment activity from the Payment Links page. FAQ Q: Do I need to create a customer before creating a payment link? No. Payment links can be shared with anyone. Q: Can the same link be used multiple times? Yes. Multiple customers can use the same link unless it is deactivated. Q: Can I stop customers from using a link? Yes. You can deactivate the link from the Payment Links page. Q: Where can I see payments made through a link? Go to Payment Links and open the relevant link to view its transactions. Troubleshooting "Customer cannot access the link" ✔ Verify that the correct link was shared. ✔ Confirm the link has not been deactivated. ✔ Ask the customer to try again. "Payment is not showing" ✔ Refresh the Payment Links page. ✔ Allow some time for processing. ✔ Con