Generating Payment Links
The link generator is the core feature of the ID Payment Link Generator plugin. It provides a simple, focused interface for building personalized payment URLs and delivering them to your clients.
Accessing the Generator
Navigate to Payment Links in the WordPress admin sidebar. The main menu item takes you directly to the link generator page. This is the page you will use most often in your day-to-day workflow.
What You Can Do
From the generator page, you can:
- Enter client details — Fill in the client’s first name, last name, email address, and optionally a payment amount.
- Generate a payment URL — Click “Generate Link” to build a URL with the client’s details appended as query parameters. The link uses the payment page and parameter names you configured in Settings.
- Copy the link — Use the “Copy” button to copy the generated URL to your clipboard, then paste it into a message, invoice, or chat.
- Send the link via email — Click “Send Email” to deliver the payment link directly to the client’s email address using your configured email template and merge tags.
Who Can Access It
The generator page is restricted to users with the manage_options capability. By default, this means only Administrators can access the link generator. If you need other roles to generate payment links, you would need to add the manage_options capability to those roles using a role management plugin or custom code.
Read the child pages in this section for detailed walkthroughs of generating links and sending payment emails.
