Base Help Center

How to Create a Payment Link for Multiple Products (One-Time and Recurring)

CRM payment links let you combine several products—including both one-time purchases and recurring subscriptions—into a single checkout experience. This is ideal for businesses offering bundled packages, digital goods, or subscription services. Instead of managing separate links for each item, you can handle everything under one unified payment flow, simplifying the customer journey and improving backend tracking.

  • Unified Checkout: Customers can view all one-time and recurring product options in a single, organized interface.
  • Enhanced Sales Strategy: Present upsell and cross-sell options together to increase total order value.
  • Streamlined Customer Experience: Recurring items are selectable individually, while one-time items allow multiple selections.
  • Simplified Management: All product offerings are bundled into one shareable, trackable link.
  • Custom Branding and Behavior: Control the page design, URL, and post-purchase behavior to match your brand.

Navigate to the Payments tab in your left-hand menu. Click on Payment Links at the top of the screen to access the dashboard where you can create, manage, and monitor all your payment links.

Click the + Create New Payment Link button in the top-right corner of the Payment Links dashboard to start the setup process. Here, you can choose products, customize checkout, and configure additional options.

Select a Product

Begin by selecting the first product to include in your payment link. You can choose from both one-time and recurring products in your product library. This initial selection is required before adding additional products or configuring further checkout settings.

Add Another Product

Click the + Add Another Product button to include multiple offerings within the same payment link. You can combine several one-time products and one recurring product, allowing customers to make multiple selections in a single checkout session. Recurring products will be grouped separately on the checkout page.

Enable Quantity Selection for Products

Use the Let customers adjust quantities checkbox to allow buyers to choose how many units of a one-time product they want to purchase. You can set minimum and maximum limits to control bulk orders, improving the checkout experience for customers needing multiple items.

Collect Customer Phone Numbers

Enable the Require customers to add a phone number option to make phone number collection mandatory during checkout. This is useful for follow-ups, service coordination, or verification purposes. The phone field will appear alongside other contact details in the form.

Collect Customer Addresses

Enable the Collect customer addresses option if you need detailed shipping or billing information. Once selected, address fields such as street, city, state, country, and postal code will be shown on the checkout page—ideal for physical product delivery or compliance requirements.

Enable Coupon Codes at Checkout

Select the Allow coupon codes option to display a coupon code field on the checkout page. This allows customers to apply discount codes to their purchases, helping drive promotional campaigns and incentivize higher conversions.

Add Post-Purchase Redirect URL

Activate the Enable redirection to custom URL option to automatically guide customers to a specific page after completing their payment. You can define the redirect destination and choose whether it opens in a new tab or within the current one—ideal for thank-you pages or next-step instructions.

Customize the Call-to-Action Button Text

Use the dropdown under Call to action for payment link button to personalize the button label based on your offering. You can select from options like “Pay,” “Book,” or “Donate” to align the CTA with your product type or user journey, improving conversion clarity.

Add a Branding Message

Enable the Branding option to include a custom “Powered by” label on the checkout page. You can edit the text to display your agency or business name, reinforcing brand visibility and trust during the checkout experience.

Add Terms and Conditions

Use the Add Terms and Conditions option to include important legal or policy-related information for your transaction. The message appears just below the Pay button on the checkout page, ensuring customers review key terms before completing the purchase. You can format the text for clarity and emphasis.

Set Automatic Deactivation Date

Use the Automatic Deactivation setting to specify a date when the payment link should expire. This is helpful for time-bound offers, limited campaigns, or subscription windows. Once the selected date is reached, the link will no longer be accessible to customers.

Choose Between Test and Live Payment Modes

Use the Payment Mode toggle to switch between Test and Live environments. In Test mode, you can simulate payments using test card numbers without processing actual transactions. Switch to Live mode when you’re ready to accept real payments from customers.

Use the field at the top of the screen to enter a custom name for your payment link. This internal name helps you organize and identify links in your dashboard.

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