> ## Documentation Index
> Fetch the complete documentation index at: https://docs.payreque.st/llms.txt
> Use this file to discover all available pages before exploring further.
# Smart Links
> Create reusable, branded payment links with built-in analytics for marketing campaigns and QR code payments
## Overview
Smart Links are reusable, branded payment URLs designed for marketing campaigns, social media sharing, and QR code payments. Unlike dynamic payment page links that need to be generated each time, Smart Links provide a permanent, memorable URL that you can share anywhere.
Smart Links are perfect for social media campaigns, QR codes on flyers, email signatures, or any situation where you want a clean, memorable payment URL with analytics tracking.
## Key Features
* **Pretty URLs**: `https://payrequest.me/[businessname]/[path]`
* **Embed Button Snippet**: Copy a styled HTML button (Blue / Dark / Outline) and paste it on any website or WordPress page
* **QR Code Generation**: Automatic QR code for every smart link
* **Analytics Tracking**: View counts, payment counts, revenue, and conversion rates
* **Four Link Types**: Product checkout, fixed amount, security deposit, or invoice bundle
* **Payment Limits**: One-time, multiple, or unlimited payment options
* **SMS & Email Delivery**: Send links directly to customers via SMS or email
* **Payment Reminders**: Automatic follow-up reminders for unpaid links
* **Tag Support**: Organize smart links with tags for easy management
* **Active/Inactive Toggle**: Quickly enable or disable links
* **After-Payment Actions**: Redirect customers or update tags after successful payment
* **Access Code Protection**: Require a code before visitors can pay, ideal for links shared publicly but meant for a specific audience
## Accessing Smart Links
Navigate to **Payment Page** in your dashboard sidebar, then click the **Smart Links** tab.
Smart Links are available for all PayRequest accounts. The feature integrates seamlessly with your existing payment page setup.
## URL Structure
Every smart link follows this format:
```
https://payrequest.me/[your-handle]/[path]
```
**Example:**
```
https://payrequest.me/acme-corp/summer-sale
```
* **`[your-handle]`**: Your payment page handle or business name
* **`[path]`**: Custom URL path (auto-generated from link name)
The path is automatically generated from your link name, but you can customize it when editing the smart link.
## Creating a Smart Link
### Step 1: Choose Link Type
When creating a new smart link, first select the type:
**Product Link**
* Links directly to a specific product
* Redirects to your shop's product page
* Best for: Product promotions, catalog links, shop items
**Amount Link**
* Fixed payment amount
* Renders directly on payment page (keeps smart link URL visible)
* Best for: Donations, event tickets, service fees
**Deposit Link** (Product Link with a Deposit product)
* When you select a Security Deposit product, the smart link becomes a deposit link
* Customers pay via credit card authorization hold (amount is held, not charged)
* Deposits tab appears on the smart link detail page for capture/release management
* Best for: Hotel deposits, car rental holds, equipment guarantees
**Invoice Bundle Link**
* Bundles multiple open invoices into a single, one-click payment link
* Customer sees all invoices with invoice numbers, amounts, and due dates — plus a total
* One Mollie payment covers all selected invoices; all invoices are marked paid automatically when payment succeeds
* Best for: Collecting multiple overdue invoices in one go, end-of-month payment consolidation
Choose "Amount Link" for marketing campaigns where you want the branded URL to remain visible during checkout. For security deposits, create a [Deposit product](/payment-processing/security-deposits) and use a Product Link. For collecting multiple outstanding invoices from a single customer at once, use an Invoice Bundle Link.
### Step 2: Configure Link Details
**Required Fields:**
* **Name**: Descriptive name for the link (e.g., "Summer Sale Promotion")
* **Type**: Product, Amount, or Invoice Bundle
* **Product** (for product links): Select from your product catalog
* **Amount & Currency** (for amount links): Set fixed payment amount
* **Customer + Invoices** (for invoice bundle links): Select the customer, then tick the open invoices to include — the total is calculated automatically
**Optional Fields:**
* **Description**: Public description shown to customers (supports rich text — this is displayed on the payment page and in the email)
* **Tags**: Organize links by campaign, category, or purpose
Invoice Bundle links require selecting a **customer** first. Only invoices with status **open**, **sent**, or **overdue** are shown for selection — already-paid invoices are excluded automatically.
### Step 3: Set Payment Limit (Optional)
Control how many times your smart link can be used for payments:
**Unlimited** (Default)
* Link stays active indefinitely
* Accepts unlimited payments
* Best for: Ongoing campaigns, permanent donation links
**One-time**
* Link automatically disables after the first successful payment
* Prevents multiple uses
* Best for: Individual invoices, one-time offers, exclusive deals
**Multiple times**
* Set a custom limit (1-1000 payments)
* Link disables when limit is reached
* Shows remaining payment count in analytics
* Best for: Limited inventory, early bird tickets, capacity-limited events
Payment limits are perfect for scarcity marketing. Show "Only 50 spots left!" and the link automatically disables at the limit.
**How it works:**
1. Select payment limit type when creating the link
2. For "Multiple times", enter the maximum number of payments (1-1000)
3. Smart link tracks successful payments automatically
4. When limit is reached, customers see "Payment limit reached" message
5. You can view remaining payments in the analytics dashboard
Payment limits only count successful (paid) transactions. Failed or pending payments don't count toward the limit.
### Step 3b: Protect with an Access Code (Optional)
Require visitors to enter a code before they can see and use the payment page. This is useful when a link is shared in a public or semi-public place (a newsletter, a social post, a community channel) but should only work for a specific group of people.
**How to enable it:**
1. While creating or editing the smart link, check **Protect with access code**
2. Enter a code, or click **Generate** to get a random 6-character code
3. Save the smart link
**What customers see:**
* Opening the URL shows a branded "Access code required" page asking for the code
* After entering the correct code once, the link works normally for the rest of that browser session
* An incorrect code shows an error message; repeated wrong attempts are temporarily rate-limited
Use access codes for invite-only pre-orders, community discounts, B2B pricing shared with a specific client, or any "amount" or "deposit" link you don't want to be fully public even though the URL itself isn't secret.
The code is stored securely (hashed) and is never shown again after saving — when editing a protected link, leave the access code field blank to keep the existing code, or type a new one to replace it.
Access code protection adds friction for legitimate customers too. For one-off payment requests sent directly to a single customer, the link itself is already private — an access code is usually unnecessary there.
### Step 4: Send to Customer (Optional)
Send the smart link directly to a customer via email or SMS:
**Delivery Options:**
1. **Select Customer**: Choose from your customer list
2. **Choose Delivery Method**:
* **Email**: Send to customer's email address
* **SMS**: Send to customer's phone number (requires valid international format)
* **Both**: Send via both email and SMS simultaneously
**Email Delivery:**
* Uses your configured email template
* Includes smart link URL
* Professional branded message
* Sent immediately upon creation
**SMS Delivery:**
* Requires valid phone number (international format: +31612345678)
* Costs 1 SMS credit per message — every account starts with 1 free credit and earns 1 new credit for every payment received
* Personalized message with customer name
* Includes the payment link
* Sent from your business name
SMS delivery requires the customer to have a valid phone number in international format (starting with country code). Invalid numbers will disable the SMS option, and so will an empty SMS credit balance.
Curious how SMS credits work? See the dedicated [SMS Payment Links](/payment-processing/sms-payment-links) guide.
**Tracking:**
* Delivery status shown on smart link detail page
* Timestamp of when link was sent
* Delivery method badges (Email/SMS)
Combine SMS and email delivery for important payment requests to ensure customers receive the link through their preferred channel.
### Step 4b: Enable Payment Reminders (Optional)
Automatically send follow-up reminders to customers who haven't paid yet. This feature appears when you select a delivery method (Email or SMS).
**Enabling Reminders:**
1. Select a customer and delivery method (Step 4)
2. Check **Enable Payment Reminders**
3. Configure reminder settings
**Reminder Frequency Options:**
* **Daily**: Send a reminder every day
* **Every 2 days**: Send reminder every other day
* **Every 3 days**: Send reminder every third day
* **Weekly**: Send one reminder per week
* **Monthly**: Send one reminder per month
**Maximum Reminders:**
* Set how many reminders to send (1-50)
* Use the slider or input field to select
* Reminders stop automatically when limit is reached
* Reminders also stop when payment is completed
Payment reminders use the same delivery method(s) you selected for the initial send. If you chose Email + SMS, reminders will be sent via both channels.
**How Reminders Work:**
1. Initial smart link is sent to customer
2. If no payment received, first reminder sent based on frequency
3. Reminders continue until:
* Customer completes payment, OR
* Maximum reminder limit is reached
**Example Configuration:**
```
Delivery Method: Email + SMS
Reminder Frequency: Every 2 days
Maximum Reminders: 5
Timeline:
Day 0: Initial link sent
Day 2: Reminder 1 (if unpaid)
Day 4: Reminder 2 (if unpaid)
Day 6: Reminder 3 (if unpaid)
Day 8: Reminder 4 (if unpaid)
Day 10: Reminder 5 (final reminder)
```
For urgent invoices, use "Daily" frequency with 3-5 reminders. For less urgent requests, use "Weekly" or "Monthly" with more reminders.
**Tracking Reminders:**
When editing a smart link with reminders enabled, you'll see:
* Number of reminders sent vs. limit
* Next scheduled reminder date
* Reminder status
Reminders are only available when sending to a specific customer via delivery methods. They cannot be enabled for links shared publicly without a customer association.
### Step 5: Save and Share
After creating your smart link:
1. Copy the generated URL
2. Download the QR code
3. Share via social media, email, or print materials
## Use Cases
### 1. Marketing Campaign
Create an amount link for a limited-time promotion:
```
https://payrequest.me/fitnessstudio/early-bird-2025
```
**Setup:**
* **Type**: Amount Link
* **Name**: Early Bird Registration 2025
* **Amount**: €49.00
* **Description**: Special early bird discount - Register before December 31st!
**Where to share:**
* Social media posts
* Email newsletters
* WhatsApp messages
* Website banners
### 2. Event Registration
Fixed-price event ticket payment:
```
https://payrequest.me/techconference/ticket
```
**Benefits:**
* Clean, memorable URL
* Track registrations in real-time
* See conversion rate from social media
* QR code for physical posters
### 3. Donation Link
Permanent donation link for non-profit:
```
https://payrequest.me/charity/donate
```
**Features:**
* Fixed suggested amount (customers can change if payment page allows)
* Track total donations
* Calculate average donation size
* Share QR code in physical locations
### 4. Product Promotion
Direct link to specific product with tracking:
```
https://payrequest.me/webshop/premium-bundle
```
**Advantages:**
* Shorter than dynamic product links
* Track which campaigns drive sales
* Measure conversion from different channels
* Professional branded URL
### 5. QR Code Payments
Print QR code on invoices, receipts, or signage:
**Use cases:**
* Restaurant table payments
* Service provider invoices
* Retail store deposits
* Event entrance fees
### 6. Limited Early Bird Campaign with SMS
Create scarcity with payment limits and instant SMS delivery:
```
https://payrequest.me/gym/early-bird-50
```
**Setup:**
* **Type**: Amount Link
* **Amount**: €39.00 (normal price €59)
* **Payment Limit**: Multiple times - 50 payments
* **Delivery**: Send to existing customers via SMS
* **Message**: "🎉 Early bird special! Only 50 spots at €39. Link: \[URL]"
**Benefits:**
* Creates urgency with visible limit counter
* Instant SMS delivery to customer database
* Automatic deactivation at 50 payments
* Track conversion rate by delivery method
* Shows "X payments remaining" in real-time
**Marketing Strategy:**
1. Send initial batch via SMS to VIP customers
2. Share link on social media once SMS customers claim spots
3. Monitor analytics to see SMS vs social media conversion
4. Link automatically closes when limit reached
### 7. Invoice Bundle — Collect Multiple Overdue Invoices
Send a client a single link covering all their outstanding invoices:
```
https://payrequest.me/hostingwalk/openstaande-facturen-maart
```
**Setup:**
* **Type**: Invoice Bundle Link
* **Customer**: Select the customer (e.g., Acme BV)
* **Invoices**: Tick all open/overdue invoices (e.g., INV-2025-041, INV-2025-042, INV-2025-043)
* **Total**: Calculated automatically (€ 1.850,00)
* **Delivery**: Email + SMS
* **Description**: Optional message explaining the situation
**What the customer sees:**
* A dark-themed payment page listing all their open invoices with invoice numbers, amounts, and due dates
* An "Overdue" badge on invoices past their due date
* A clear total and a single **Pay** button
* After payment, a confirmation page with processing status
**After payment:**
* All bundled invoices are automatically marked **paid** in PayRequest
* Each invoice records the Mollie payment ID for audit trail
* The smart link's analytics increment (views + payments)
Add a description like "Your hosting has been suspended. Please settle all outstanding invoices below to restore service." — it appears above the invoice list on the payment page and in the email.
## Analytics Dashboard
Every smart link tracks comprehensive analytics:
### Key Metrics
**Views**
* Total number of link visits
* Tracks every time someone opens the URL
* Blue icon with eye symbol
* **Detailed view tracking**: IP address (masked), browser/OS, referer, timestamp
**Payments**
* Successful payments through this link
* Green icon with credit card symbol
* Shows conversion percentage: `(payments / views) × 100`
**Revenue**
* Total amount collected via this smart link
* Purple icon with euro symbol
* Shows average payment value: `revenue / payments`
### Payment Limit Tracking
For smart links with payment limits, the detail page shows:
**Remaining Payments Badge:**
* Color-coded status indicator
* Green: 4+ payments remaining
* Orange: 1-3 payments remaining
* Red: Limit reached
**Payment Limit Card:**
* Current limit type (One-time, Multiple, Unlimited)
* Total limit (for multiple payment links)
* Remaining payment count
* Percentage of limit used
When a payment limit is reached, the smart link automatically becomes inactive and displays a "Payment limit reached" message to customers.
### Delivery Information
If you sent the smart link to a customer, the detail page displays:
**Delivery Card:**
* Delivery methods used (Email/SMS badges)
* Timestamp of when link was sent
* Relative time (e.g., "2 hours ago")
### Activity Log (Tabbed Interface)
The smart link detail page shows a comprehensive activity dashboard with four tabs:
#### All Tab
Overview of all activity combined, sorted by date (newest first):
* Payment events
* View events
* Link sent events
* Reminder events
#### Views Tab
Detailed view analytics with pagination (10 per page):
**Information tracked per view:**
* Timestamp (e.g., "Dec 14, 2025 17:47")
* Browser & OS (e.g., "Chrome / Mac", "Safari / iOS")
* IP address (masked for privacy: "192.168.1.xxx")
* Referer URL (where visitor came from)
* Relative time (e.g., "2 hours ago")
Detailed view tracking records every visit with analytics data. IP addresses are automatically masked (last octet hidden) for visitor privacy.
#### Payments Tab
All payments through this smart link with pagination:
* Customer name
* Payment date and time
* Invoice number (if applicable)
* Amount paid
* Payment status badge
#### Reminders Tab
Reminder status and history:
**Settings Summary:**
* Frequency (Daily, Every 2 days, etc.)
* Sent count vs. limit (e.g., "1 / 3")
* Remaining reminders
**Reminder Events:**
* Sent reminders with timestamp
* Scheduled reminders showing "Upcoming" status
**Activity Timeline Features:**
* Tab-based organization for easy navigation
* Pagination for large datasets
* All events sorted by date (newest first)
* Different colored icons for quick identification
* Amount displayed for payment events
* Status badges for each activity type
Activity data updates in real-time. New payments, views, and reminders appear immediately across all tabs.
## Managing Smart Links
### Editing Smart Links
Click **Edit** on any smart link to modify:
**Editable after creation:**
* Path (URL slug)
* Description
* Internal notes (private)
* Tags
* After-payment redirect URL
* Active/inactive status
* Access code protection (on/off and the code itself)
**Cannot change:**
* Type (product vs amount)
* The smart link will keep its analytics history
### Duplicating Links
Create a copy of an existing smart link:
1. Click the **...** menu on any link
2. Select **Duplicate**
3. Modify the duplicated link as needed
**Use cases:**
* Create similar campaigns for different time periods
* Test different amounts with same description
* Duplicate successful campaigns
### Deactivating Links
Toggle a smart link active/inactive:
**When inactive:**
* URL returns 404 error
* Link no longer accepts payments
* Analytics history is preserved
* Can be reactivated anytime
**Use cases:**
* End limited-time campaigns
* Pause seasonal promotions
* Disable outdated links
## QR Code Integration
Every smart link automatically generates a QR code.
### Downloading QR Codes
1. Open smart link detail page
2. Right-click QR code image
3. Save image (200x200px PNG)
### QR Code Best Practices
**Print Quality:**
* Use vector format for large prints
* Minimum size: 2cm × 2cm
* Ensure high contrast (black on white)
**Placement Ideas:**
* Business cards
* Flyers and posters
* Table tents
* Product packaging
* Email signatures
* Invoice footers
Always test QR codes after printing to ensure they scan correctly on different devices.
## After-Payment Actions
Configure what happens after customers complete payment. Smart Links support three types of after-payment actions that can be combined:
### 1. Redirect Option
**Setting Location:** Smart Link Edit → After Payment Actions → Redirect Action
**Redirect URL:**
Enter a full URL to redirect customers after successful payment.
**Common redirect destinations:**
* Thank you page: `https://yourdomain.com/thank-you`
* Discount code page: `https://yourdomain.com/special-offer`
* Download link: `https://yourdomain.com/download/guide.pdf`
* Member portal: `https://yourdomain.com/welcome`
**Example:**
```
After payment redirect: https://fitnessstudio.com/welcome?promo=early-bird
```
Use redirect URLs to provide immediate value: discount codes, exclusive content, or onboarding instructions.
### 2. Apply Tag to Customer
Automatically add a tag to the customer when they complete payment through this smart link.
**Setting Location:** Smart Link Create/Edit → After Payment Actions → Apply Tag to Customer
This option only appears when you select a customer in "Send smart payment link to customer". Customer tags are designed for targeted customer-specific smart links.
**How it works:**
1. Select a customer to send the smart link to
2. Choose a Customer-type tag from the "Apply Tag to Customer" dropdown
3. When the customer completes payment, the tag is automatically added to their profile
**Use cases:**
| Scenario | Tag to Apply | Result |
| ------------------ | --------------------- | ------------------------------- |
| Promotion payment | "2025 Promo Buyer" | Track who bought via promotions |
| VIP upgrade offer | "VIP Customer" | Auto-upgrade customer status |
| Loyalty program | "Loyalty Member" | Enroll in loyalty program |
| Course purchase | "Course Participant" | Grant course access |
| Event registration | "Event Attendee 2025" | Track event participants |
**Example Workflow:**
```
Smart Link: Early Bird Conference Ticket
Customer: john@company.com
Apply Tag: "Conference 2025 Attendee"
→ John pays via the smart link
→ "Conference 2025 Attendee" tag automatically added to his profile
→ Filter all attendees by this tag for event communications
```
Combine "Apply Tag" with email automations to trigger welcome sequences when customers receive specific tags.
### 3. Remove Tag from Customer
Automatically remove a tag from the customer when they complete payment. The dropdown shows only tags that the customer currently has.
**Setting Location:** Smart Link Create/Edit → After Payment Actions → Remove Tag from Customer
The "Remove Tag" dropdown dynamically shows:
* Tags the customer currently has
* Plus: any tag selected in "Apply Tag" (since it will be added)
If the customer has no tags, you'll see "This customer has no tags to remove".
**How it works:**
1. Select a customer to send the smart link to
2. Choose a tag from "Remove Tag from Customer" (shows only customer's existing tags)
3. When payment completes, the tag is automatically removed from their profile
**Use cases:**
| Scenario | Tag to Remove | Result |
| ---------------- | ----------------- | ---------------------- |
| Payment reminder | "Overdue Payment" | Clear overdue status |
| Trial conversion | "Trial User" | Remove trial status |
| Upgrade payment | "Basic Plan" | Remove old plan tag |
| Renewal | "Renewal Due" | Clear renewal reminder |
| Debt collection | "Payment Pending" | Mark as paid |
**Example Workflow:**
```
Smart Link: Outstanding Invoice Payment
Customer: sarah@business.nl
Remove Tag: "Overdue Payment"
Apply Tag: "Paid Customer"
→ Sarah pays her overdue invoice via the smart link
→ "Overdue Payment" tag automatically removed
→ "Paid Customer" tag automatically added
→ Customer status updated in one action
```
The "Remove Tag" dropdown only shows tags the customer actually has. If you don't see a tag, the customer doesn't have it assigned.
### Combining All Three Actions
You can use all three after-payment actions together for powerful automation:
**Complete Example:**
```
Smart Link: VIP Membership Upgrade
Customer: existing-customer@email.com
Redirect: https://yourdomain.com/vip-welcome
Apply Tag: "VIP Member"
Remove Tag: "Standard Member"
Result after payment:
✅ Customer redirected to VIP welcome page
✅ "VIP Member" tag added to profile
✅ "Standard Member" tag removed from profile
```
This combination is perfect for upgrade flows, trial conversions, and membership tier changes where you need to update customer status and provide immediate next steps.
## Tags and Organization
Organize smart links using the tag system. Smart Links support two types of tags:
1. **Smart Link Tags**: Organize your smart links by campaign, channel, or purpose
2. **Customer Tags**: Automatically applied/removed from customers after payment (see After-Payment Actions)
### Creating Tags Inline
When creating or editing a smart link, you can create new tags directly without leaving the form:
1. Scroll to the **Smart Link Tags** section
2. Click **Create New Tag**
3. Enter a tag name
4. Select a color from the color picker
5. Click **Create Tag**
The new tag is immediately available and selected.
Inline tag creation saves time when setting up campaigns. No need to navigate to the Tags page first.
### Managing Tags on Smart Links
From the smart link detail page:
1. Click the **pencil icon** next to "Tags" in the sidebar
2. The tag management modal opens
3. Select or deselect tags using the searchable dropdown
4. Create new tags inline if needed
5. Click **Save Tags**
### Tag Use Cases
**By Campaign:**
* "Summer 2025"
* "Black Friday"
* "Newsletter Campaign"
**By Channel:**
* "Social Media"
* "Email"
* "Print Materials"
**By Purpose:**
* "Donations"
* "Event Tickets"
* "Product Sales"
### Filtering by Tags
In the Smart Links list:
1. Click **Tag Filter** dropdown
2. Select one or more tags
3. View only matching smart links
## Technical Details
### URL Routing
Smart links use intelligent routing:
1. **Amount routes** match numeric values: `/[handle]/12.50`
2. **Smart link routes** match alphabetic paths: `/[handle]/campaign-name`
3. **Default payment page**: `/[handle]`
Smart link paths must start with a letter (not a number) to avoid conflicts with amount-based payment links.
### Payment Page Customization
When accessed via smart link, the payment page shows:
**Custom Content:**
* **Title**: Smart link name (instead of payment page title)
* **Description**: Smart link description (instead of default)
* **Amount**: Pre-filled and disabled (amount links only)
**Hidden Elements:**
* Minimum/maximum amount text
* Amount field editing (for amount links)
### Session Tracking
Smart links use session-based tracking:
**Data stored:**
* Smart link ID
* Link name and description
* Fixed amount (for amount links)
* Original path
**Payment attribution:**
* Session persists through checkout
* Payment webhook links transaction to smart link
* Analytics update automatically
## Advanced Integration
### Email Campaign Integration
Include smart links in marketing emails:
```html theme={null}
Claim Your Discount - Pay Now
```
**Benefits:**
* Track email campaign conversion
* Shorter, cleaner URLs than dynamic links
* Professional branding
### Social Media Campaigns
Share smart links on social platforms:
**Twitter/X:**
```
Early bird discount ends midnight!
🎟️ Get your ticket: payrequest.me/event/ticket-2025
```
**Instagram Bio:**
```
💳 Pay tuition: payrequest.me/school/tuition
```
**Facebook Post:**
```
Donate to our cause: payrequest.me/charity/donate
Track: Total donations and supporter count via analytics
```
### Embed Button on Your Website
Every Smart Link includes a ready-to-paste **payment button snippet** so you can drop a styled "Pay" button onto your own website, blog, landing page, or WordPress post — without writing any code yourself.
The embedded button is a simple link, not an iframe or popup. Customers click and are taken to your branded PayRequest checkout. It works in **any** website builder: WordPress, Squarespace, Wix, Webflow, plain HTML, or even an email signature.
#### How to Get the Snippet
Go to **Payment Page → Smart Links** and click the link you want to embed.
Press the **Share** button at the top right. The share dialog opens with the URL, QR code, and embed options.
Choose between three styles in the **Embed button on your website** section:
* **Blue** — PayRequest's default primary button, works on most sites
* **Dark** — Black button, ideal for light backgrounds
* **Outline** — Minimal transparent button with a border, blends into any design
Click **Copy snippet**. The full HTML is now on your clipboard.
Paste the snippet into any HTML block — WordPress' **Custom HTML** Gutenberg block, a Squarespace **Code** block, or directly in your theme files. The button appears instantly with the correct styling.
#### What the Snippet Looks Like
```html theme={null}
Pay €4.50
```
The first line loads the PayRequest button stylesheet (one-time include — paste it once and reuse the button as often as you like). The second line is the actual button.
The button label defaults to the Smart Link's amount (e.g. **Pay €4.50**) or its name. You can edit the text inside the snippet after pasting — change it to "Buy now", "Donate", "Subscribe", or any language you prefer.
#### WordPress
1. Edit the post or page where you want the button
2. Add a **Custom HTML** block (Gutenberg) or a **Code Snippet** widget (Classic editor)
3. Paste the snippet
4. Update/publish — the button appears with full styling
#### Style Variants
| Variant | Class | Best For |
| ------- | ------------------------ | ------------------------------------ |
| Blue | `pr-btn pr-btn--default` | Most sites, primary CTA |
| Dark | `pr-btn pr-btn--dark` | Light backgrounds, minimal designs |
| Outline | `pr-btn pr-btn--outline` | Already-styled pages, secondary CTAs |
You can also add the `pr-btn--secure` modifier (e.g. `class="pr-btn pr-btn--default pr-btn--secure"`) to prefix the button with a small lock icon — useful for emphasising the secure-checkout cue.
#### Tracking Still Works
Buttons embedded on third-party sites continue to feed your **Smart Link analytics**: every click increments the view count, and every successful payment increments revenue and conversion rate, exactly as it would on a direct payment URL.
### QR Code Embed
```html theme={null}
```
## Security Best Practices
### ✅ Do's
* **Use descriptive paths** that indicate the purpose
* **Monitor analytics** for unusual activity
* **Deactivate old campaigns** to prevent confusion
* **Test links** before launching campaigns
* **Use tags** to track campaign performance
* **Set after-payment redirects** for better customer experience
* **Use access codes** for links shared publicly that should only work for a specific audience
### ❌ Don'ts
* **Don't use paths** that could be guessed (avoid "test", "temp")
* **Don't share inactive links** (they'll return 404)
* **Don't change paths** during active campaigns (breaks existing shares)
* **Don't delete links** with important analytics history
* **Don't use generic names** like "link1", "payment2"
## Troubleshooting
### Smart Link Returns 404
**Causes:**
1. Link is inactive (check status badge)
2. Path was changed recently
3. Business handle doesn't match
4. Link was deleted
**Solutions:**
* Verify link is **Active** in smart links list
* Check path spelling (case-sensitive)
* Confirm business handle in Settings → Payment Page
### Analytics Not Updating
**Check:**
1. Payment completed successfully (check Transactions)
2. Customer paid within same session (session timeout = 2 hours)
3. Smart link ID appears in transaction details
**Manual verification:**
Navigate to transaction detail page and check "Smart Link" field.
### QR Code Not Scanning
**Fixes:**
1. Increase QR code size (minimum 2cm × 2cm for print)
2. Ensure high contrast (black QR on white background)
3. Test with multiple QR scanner apps
4. Regenerate QR code if image is corrupted
### Wrong Amount Showing
**For Amount Links:**
* Amount is fixed based on smart link configuration
* Edit smart link to change amount
* Clear browser cache and revisit URL
### Payment Page Shows Wrong Title
**Cause:** Session data not loading correctly
**Fix:**
1. Clear browser cookies
2. Open link in incognito/private mode
3. Verify smart link description is set
## Examples Library
### Donation Campaign
```
Name: Monthly Donor Program
Type: Amount Link
Amount: €10.00
Path: monthly-donation
URL: https://payrequest.me/charity/monthly-donation
```
### Event Ticket
```
Name: Tech Conference 2025
Type: Amount Link
Amount: €149.00
Path: techconf-2025
After Payment: https://techconf.com/thank-you
URL: https://payrequest.me/events/techconf-2025
```
### Product Promotion
```
Name: Premium Bundle Sale
Type: Product Link
Product: Premium Bundle (ID: 1814)
Path: premium-bundle
Tags: Summer Sale, Products
URL: https://payrequest.me/shop/premium-bundle
```
### Service Deposit
```
Name: Web Design Deposit
Type: Amount Link
Amount: €500.00
Path: design-deposit
Description: 50% deposit for web design project
URL: https://payrequest.me/agency/design-deposit
```
### Security Deposit (Authorization Hold)
```
Name: Airbnb Deposit March 2025
Type: Product Link (Deposit product)
Product: Airbnb Borg (€500, 14-day hold)
Path: airbnb-borg-march
Description: Security deposit for your Airbnb stay
URL: https://payrequest.me/hosting/airbnb-borg-march
```
**How it works:**
* Customer pays with credit card → €500 is held (not charged)
* After checkout inspection → capture €75 for damages or release full amount
* All deposit management happens in the Deposits tab of this smart link
* Customer gets a branded status page to track their deposit
See [Security Deposits →](/payment-processing/security-deposits) for full documentation.
### Limited Workshop with SMS Delivery
```
Name: Photography Workshop March 2025
Type: Amount Link
Amount: €89.00
Path: photo-workshop-march
Payment Limit: Multiple times - 20
Delivery: Select customer → Email + SMS
Tags: Workshops, March 2025
URL: https://payrequest.me/studio/photo-workshop-march
```
**Customer receives:**
* Email: Professional branded invitation with link
* SMS: "Hi John, your photography workshop link: payrequest.me/studio/photo-workshop-march"
**Dashboard shows:**
* Delivery: Email + SMS badges
* Sent at: Mar 1, 2025 10:30 AM
* Remaining: 15 of 20 payments left
* Analytics: 45 views, 5 payments, 11% conversion
### Invoice Bundle — Multiple Outstanding Invoices
```
Name: Open invoices Q1 2025
Type: Invoice Bundle Link
Customer: Acme BV
Invoices: INV-2025-041 (€450), INV-2025-042 (€750), INV-2025-043 (€650)
Total: €1,850.00 (calculated automatically)
Path: acme-open-q1
Delivery: Email + SMS
Description: Please settle all outstanding invoices below.
URL: https://payrequest.me/yourhandle/acme-open-q1
```
**After payment:**
* All three invoices automatically marked **paid** in PayRequest
* Each invoice records the Mollie payment ID
* Customer receives a confirmation page
## Frequently Asked Questions
**Smart Links** are permanent, reusable URLs with built-in analytics. They're designed for campaigns and marketing.
**Dynamic Payment Links** are generated on-demand with query parameters. They're better for personalized payment requests with customer data.
Yes! Edit the smart link and modify the "Path" field. However, this will break any existing links you've shared, so only change paths before launching campaigns.
Analytics are stored permanently for the lifetime of your smart link. Even if you deactivate a link, historical data remains accessible.
Currently, all smart links use the `payrequest.me` domain with your business handle. Custom domain support for smart links is planned for a future update.
Deleted smart links cannot be recovered. The URL will return a 404 error, and all analytics data is permanently lost. Consider deactivating instead of deleting.
No. Amount links display a disabled amount field. The payment amount is fixed and cannot be modified by customers. This ensures consistent pricing for campaigns.
Payment limits control how many successful payments a smart link can accept:
* **One-time**: Link disables after first payment
* **Multiple**: Set custom limit (1-1000), link disables when reached
* **Unlimited**: Default, accepts infinite payments
Only successful (paid) transactions count toward the limit. Failed or pending payments are not counted. When the limit is reached, customers see "Payment limit reached" and cannot complete payment.
Yes! When creating a smart link, you can select a customer and choose delivery methods:
* Email only
* SMS only (requires valid phone number with country code)
* Both email and SMS
SMS messages are sent via MessageBird and include a personalized message with the payment link. The customer must have a valid international phone number (e.g., +31612345678) for SMS delivery to be available.
When a smart link reaches its payment limit:
1. Link automatically becomes inactive
2. Customers see "Payment limit reached" error message
3. No more payments can be accepted
4. Analytics show "Limit reached" badge in red
5. You can reactivate by editing the link and increasing the limit
All existing analytics data is preserved when the limit is reached.
Yes! Edit the smart link and modify the payment limit settings. You can:
* Change from unlimited to limited (or vice versa)
* Increase or decrease the limit number
* Switch between one-time and multiple payments
However, existing payment counts remain. If a link already has 5 payments and you set the limit to 3, it will immediately be marked as "limit reached".
When you select a customer to send a smart link to, two additional options appear:
* **Apply Tag to Customer**: Adds a Customer-type tag to the customer's profile after payment
* **Remove Tag from Customer**: Removes an existing tag from the customer after payment
Both actions are optional and can be combined. For example, you can remove "Trial User" and add "Paid Customer" in one payment action.
The customer tag action fields only appear when you:
1. Select a customer in "Send smart payment link to customer"
2. The tag dropdowns then become visible
These features are designed for targeted, customer-specific payment links where you want to automate customer status updates.
The "Remove Tag from Customer" dropdown is smart - it only shows:
* Tags that the selected customer currently has
* Plus any tag you've selected in "Apply Tag" (since it will be added)
This prevents confusion and ensures you can only remove tags the customer actually has. If the customer has no tags, you'll see "This customer has no tags to remove".
Yes! You can create new tags directly from the smart link form:
1. Click "Create New Tag" in the Smart Link Tags section
2. Enter a name and choose a color
3. Click "Create Tag"
The new tag is immediately created and selected. This works for Smart Link tags during creation and editing, as well as in the tag management modal on the detail page.
Payment reminders automatically send follow-up messages to customers who haven't paid:
1. Enable reminders when sending a smart link to a customer
2. Choose frequency: Daily, Every 2 days, Every 3 days, Weekly, or Monthly
3. Set maximum reminders (1-50)
4. Reminders are sent via the same method(s) as the original link (Email/SMS)
Reminders automatically stop when the customer pays or when the maximum limit is reached.
Yes! Edit the smart link and modify the reminder settings:
* Enable or disable reminders
* Change the frequency
* Adjust the maximum reminder count
If reminders have already been sent, you'll see a status showing how many were sent and when the next one is scheduled.
Payment reminders only appear when:
1. You select a customer in "Send smart payment link to customer"
2. You select at least one delivery method (Email or SMS)
Reminders require a customer association because they need somewhere to send the follow-up messages. Public smart links without a customer cannot have reminders.
When a customer completes payment through the smart link:
* All scheduled reminders are automatically cancelled
* No more reminders will be sent
* The reminder status shows as complete
This prevents customers from receiving unnecessary payment reminders after they've already paid.
Every time someone opens your smart link, the following is recorded:
* **Timestamp**: Exact date and time of the visit
* **IP Address**: Visitor's IP (automatically masked for privacy: last octet hidden)
* **Browser/OS**: Detected from user agent (e.g., "Chrome / Windows", "Safari / iOS")
* **Referer**: The URL the visitor came from (if available)
This data helps you understand when and how people access your payment links. All IP addresses are masked to protect visitor privacy.
The activity section on the smart link detail page has four tabs:
* **All**: Combined view of all activity types (views, payments, reminders, sent events)
* **Views**: Paginated list of all detailed view records with IP, browser, and timestamp
* **Payments**: Paginated list of all payments with customer name, amount, and status
* **Reminders**: Reminder settings summary and sent/scheduled reminder events
Each tab updates in real-time as new activity occurs. Views and Payments tabs support pagination (10 items per page).
When you create a Product Link that points to a **Security Deposit** product, the smart link becomes a deposit link. This adds a **Deposits tab** to the detail page where you can:
* View all authorization holds from customers
* See hold duration progress bars
* Capture full or partial amounts
* Release holds back to customers
* View capture history
Deposit links only accept credit card payments (required for authorization holds). See [Security Deposits →](/payment-processing/security-deposits) for full details.
When you enable **Protect with access code** on a smart link, visitors must enter the correct code before the payment page is shown:
* You set the code (or click **Generate** for a random one) when creating or editing the link
* The code is stored securely (hashed) — it can't be retrieved later, only replaced
* Visitors see a branded "Access code required" page first; once they enter the correct code, the link works normally for the rest of that browser session
* Wrong codes are rate-limited to prevent brute-force guessing
This is different from making a link inactive or reaching a payment limit — a protected link is still fully active, it just requires the code first.
Access codes are hashed when saved, so PayRequest can't show you the original code. To set a new one, edit the smart link, make sure **Protect with access code** is checked, and type a new code in the field (or click **Generate**). Saving replaces the old code immediately — anyone with the old code will no longer be able to unlock the link.
An Invoice Bundle Link groups multiple open invoices for a single customer into one payment page. Instead of chasing the customer for each invoice individually, you create one smart link that shows all outstanding invoices and lets the customer pay the total in a single transaction.
When the payment is confirmed by Mollie, **all bundled invoices are automatically marked as paid** in PayRequest — no manual reconciliation needed.
Only invoices with status **open**, **sent**, or **overdue** appear in the invoice selector. Invoices that are already **paid** or in **chargeback** status are excluded automatically.
After payment succeeds, all selected invoices are marked paid and linked to the Mollie payment ID for full audit traceability.
No. An Invoice Bundle Link is always tied to a **single customer**. When you select a different customer while creating the link, the invoice selection resets. This ensures the payment page and email are correctly addressed to the right customer.
Yes. Edit the smart link, change the invoice selection, and save. The total amount on the payment page updates automatically. If you re-send the link via the delivery methods on the edit page, the customer receives an updated email with the new invoice list and total.
The customer sees a clean, dark-themed payment page with:
* Your business name and logo
* The smart link title and optional description
* A list of all open invoices (invoice number, amount, due date, overdue badge if applicable)
* The total amount due
* A single **Pay** button that initiates a Mollie checkout
If all invoices have already been paid by the time the customer opens the link, the page shows a green confirmation instead of the pay button.
## Need Help?
Collect authorization holds for rentals and services
Configure your payment page settings
Create products for product links
Organize with tags
Create and manage invoices to bundle into payment links
Send payment links directly via SMS
Drop a file and get a product + Smart Link in one step