Help ยท Payments
Sending a pay link from your phone
In the field, you don't need a computer to get paid. Sign in to the merchant portal on your phone and email the customer a pay link for any open invoice.
Step 01
Sign in to the merchant portal
Open the merchant portal in your phone's browser and sign in with your usual login.
Step 02
Open the invoice
Go to Invoices and open the one you want paid.
Step 03
Send the link
Choose Send pay link, then Email.
- The customer's email is filled in if your software has it. Check it.
- Enter the amount, up to the balance due, then confirm.
Step 04
Follow it
The link shows as Sent, Opened, Paid, Canceled or Expired. You can cancel a link that hasn't been paid.
- Links work for 90 days.
- Unpaid emailed links get a reminder 3, 7 and 14 days after sending, at most one a day per customer. Turn reminders off under Account & settings, Customer emails.
Step 05
What the customer sees
Your branded pay page, where they pay by card or, if it's on for your account, by bank. When they pay, the payment is recorded on the invoice the next time SwitchKeep Pay is open in Chrome.
At your computer, you can also send a pay link from the invoice's Pay window in Chrome, with an optional short message and the full invoice attached.
While payments are paused on your account, new pay links can't be sent.
Still stuck?
Email [email protected] with your business name and what you were trying to do. Please don't send card numbers.
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