Payment Links

What a payment link is

A payment link is a web address for one invoice. Your client opens it with no login, sees the invoice number, your firm name, due date, total, amount already paid and the amount due, and clicks 'Pay Now' to pay on the online payment page. The same link works every time and does not expire.

Create and share one

• Open the invoice (Finance → Invoices, then the invoice).
• Click 'Payment link'. The button shows only once the invoice is not a draft, void or already paid.
• A window shows the link and offers 'Copy link' and 'WhatsApp'. WhatsApp opens WhatsApp with the message ready for you to send; it is not sent from the Oris Work inbox.
• Paste the link in an email, message or reminder.

Who can do it

Your role needs permission to edit invoices. The client needs no account.

Tracking

Under 'Engagement' the same window shows 'Not opened yet', or how many times it was opened, the first and last view dates and how many times 'Pay clicked'. Repeated reloads within a few minutes are counted once, and the invoice history records when the client opened the link.

What happens when the client pays

'Pay Now' takes the client to the payment gateway's hosted page for the full balance still due. When the gateway confirms payment, the invoice updates automatically. When the balance reaches zero the link page shows 'Paid'. For part payments recorded another way, the link always charges the current balance.

Requirements and limits

• A payment gateway (Razorpay or Stripe) must be connected for your workspace. An admin does this once in Settings → Payments: choose Connect on the gateway, paste the keys from the gateway dashboard (Oris Work checks them before saving), copy the Webhook URL shown on the card into the gateway dashboard and subscribe to the event listed there, then paste the webhook secret back. Until a gateway is connected, the client sees 'Online payment is not enabled for this invoice. Please contact us to arrange payment.' and no Pay now button is shown.
• Draft and void invoices cannot be paid by link; the page says 'This invoice is not currently payable online'.
• Anyone who has the link can see that invoice's amounts, so share it only with the client.

Common problems

• 'This payment link is not available': the invoice was deleted, or the link was copied incompletely.
• Pay Now shows an error: the gateway is not connected or could not create the checkout. Ask your admin, then try again.
• Client paid but the invoice still open: wait a minute for the gateway confirmation; if it persists record the payment yourself (see Payments & Receipts).