Creating a payment link
When creating a payment link, you can either create a link to send directly to the customer or you can create a payment link for the revenue share. The second option is best used if you are invoicing your customers through your normal systems.
Payment Link
When you choose the payment link option, you will be prompted to link your Stripe account. If you do not currently have a Stripe account, you are able to create 1 with ease. Once the Stripe account is linked to your profile, payments will be able to be processed within PartnerPage. Generating the payment will provide you with a link that you can share with your customers in order to get paid.
When the invoice is paid, Stripe will take the revenue share off the total amount and deposit the remaining value into your account.
Revenue Share
If you have invoiced your customer through different means and are now ready to close the project in PartnerPage, you will need to create a Revenue Share payment first. You can do so by clicking on 'Create' and selecting 'Revenue Share'.
The next screen will prompt you for the required information to create the payment link:
Once you have created the payment link, you can copy the link and navigate to that web page where you can make payment:
Once the payment has been made, either through the revenue share or payment link option, you are able to mark the project as completed. Once the project is completed, an NPS email will trigger to the customer.