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Create payment links and add buyer contacts for orders

Create payment links and add buyer contacts for orders

Pending orders with manual payment hold up billing and front-desk without a payment link or contact. Create links and update buyer contacts so staff collect payment and confirm appointments same day.

Create payment links and add buyer contacts for orders

Overview

When online orders sit in pending status without a payment link, billing and front-desk waste time chasing payments and scheduling. This flow creates a hosted payment link and records the buyer in your CRM so staff can collect payment and confirm services the same day.

Create payment links and add buyer contacts for orders