Configuration

Set your defaults for Pay by Link: sender details, branding, link behaviour, and basic compliance options. These settings apply to all new links your team creates.

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Prerequisite

Make sure you have access to Settings → Payment configuration. If you don’t, contact your administrator.

Open the Pay by Link configuration

1. Go to Settings (top menu).
2. Click Payment configuration.
3. Select Pay by Link Configuration.

Field reference (what each setting does)

From email address
Email sender used for Pay by Link messages.

Reply-to email
Where customers can respond if they reply to your message.

Email display name
The name seen in the customer’s inbox (e.g., your business name).

Default email subject
Subject line prefilled on every new link (e.g., Invoice payment details).

Logo URL
Your brand logo shown on the hosted payment page (use an HTTPS image URL).

Success URL
Optional link customers can follow after a successful payment (e.g., back to your site or a “thank you” page).

CC emails
Addresses automatically copied on every new Pay by Link email.

Business address
Shown in the email footer for trust and contact clarity.

Supported transactions
Choose one or more: Purchase / Sale / Auth & Capture (controls what your team can create).

Link expiry
Number of days before a link expires (this is communicated to the customer in the email).

Terms & Conditions URL
If provided, customers must tick to accept your T&Cs before paying.

Payment reattempts
Allow a cardholder to retry on the same link if the transaction fails (max 5 attempts). Each attempt is recorded in the order history.

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Deliverability tips

Use a recognised business From address and ensure your domain is correctly configured (SPF/DKIM/DMARC) to help messages land in inboxes.

Recommended defaults (optional)

• Subject: “Your {{orderID}} payment link from {{businessName}}”
• Expiry: 3–7 days (short enough to reduce risk; long enough for customers to act)
• Reattempts: 2–3 (balance customer convenience with fraud hygiene)

Save & verify

1. Click Save to apply changes.
2. Create a test Pay by Link and send it to your team inbox to verify sender name, logo, and footer appear as expected.

Related

• Create & send → /docs/create-new-pay-by-link
• Email templates → /docs/email-templates-configuration
• How it works → /docs/pay-by-link-guide
• Automate via API → Invoicing via API