Payment Link Improvements

Payment Link Improvements

February 12, 20251 min read

Payment Links are one of the easiest payment methods to use within the CRM. That’s why adding coupon codes or automatically disabling links should be simple. Our latest improvements make that possible—let’s explore them!

⭐️How Will These Changes Affect You:

  • Auto-Apply Code: This new option allows you to include a discount code directly in your payment link, removing the need for customers to manually enter it.

    a
  • Programmed Deactivation: Set a specific date for the payment link to expire and become inactive, showing customers an error page instead.

    b
  • Additional Options: You can further customize your payment link with the new options, such as adding the deactivate date.

c

⭐️How To Use The Payment Link Improvements?

These options are available in the creation process, let’s check how to enable them!

Navigate to the Payment Links tab inside the Payments section and create or edit a link.

1

In the left-side menu check the box next to Automatic Deactivation and set a date.

2

Enable allow coupon codes then click Copy/Send.

3

Check the box next to Auto Apply Coupon, select the code to apply, and send your Payment Link as normal.

4

And there you have it, now you’re ready to use time-limited links and coupon codes with your payment links. This will help you create catered experiences and limited-time offers with your sales.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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