Custom Payment Link for Quotes

Your guide to accepting payments up front for quotes.

Speed up your sales cycle and improve cash flow by requesting upfront payments directly from your customers. Instead of waiting for an invoice to be generated later, you can add a custom payment link directly to your quotes, making it easy for customers to pay immediately. Our custom invoice link automatically records the payment in our system, streamlining the process for both you and your customers.

How It Works

1. Use the Custom Payment Link: Copy and paste the following link into your quote, replacing the “[billing link]” with your actual Alternative Payments billing link and “[amount]” with the actual quote amount:

• Custom Payment Link: [billing link]/custom-invoice?amount=[amount]

• Example: pay.italternative.com/custom-invoice?2000000

If you need to enter a cent value, ensure you enter the amount as 20000.50

1. Copy your Alternative Payments billing link.

   • Login to your Alternative Payments dashboard, www.alternativepayments.io

   • Navigate to Accounts Receivable - Invoices from the side menu

   • Click on the billing link at the top of the screen, under the Invoices header

2. Customer Makes Payment: Once you've copied your billing link to the custom payment link, send the quote to your customer. When your customer accesses the link and completes their payment, an internal invoice is automatically created in our system to record the transaction.

NOTE: For this version of our custom payment link, the customer needs to already have an existing account in your Alternative Payments dashboard to Sign in and pay.

That’s it! You’re all set to start accepting quotes with a custom payment link.