Optimize your Payment Link setup
Before you begin using our Payment Link tool, follow the steps below to optimize your experience
Each step includes links to detailed instructions. Click any link to view deeper details.
Step 1: Customize your Payment Form
You can add your business or organization logo, add a custom message, or change the form language to better fit your business type. Click here for detailed steps.
Step 2: Decide how you want to use Payment Link in your day-to-day activities
Payment Link includes a few more goodies than the link itself. You can download a QR code for your link (click here to read about QR codes) or you can take a payment directly inside online banking if you need to take a payment over the phone (click here to learn more).
Go to Settings > Plans & Pricing to see your processing rates with Autobooks.
💡Want to experience what your customers will see? Click on your link from the Payment Link tab and your payment form will open in a new browser on your device.
Step 3: Optional considerations for Non-Profit organizations
If you're a non-profit, you can recover payment processing fees taken through Payment Link. Click here to learn how.
Step 4: Check out our Customer Success Tips for Payment Link
We've created a library of short videos to help you maximize your Autobooks experience. Check out our Payment Link Customer Success Tips here.
Caution: Do not make a test payment through your Payment Link! This may trigger a fraud review of your Autobooks account and delay future payments.
We know a positive customer experience is critical for your success. Every customer that makes a payment through your Payment Link receives a receipt via email.