Quick Start Guide
Follow these steps to go from a fresh install to sending your first payment link in under five minutes.
Step 1: Choose Your Payment Page
Navigate to Payment Links > Settings in the WordPress admin. In the “Payment Page” dropdown, select the WordPress page that contains your payment or checkout form. This is the page your clients will land on when they click a payment link.
Step 2: Configure URL Parameter Names
Still on the Settings page, review the four parameter name fields:
- First Name Parameter — defaults to
first_name - Last Name Parameter — defaults to
last_name - Email Parameter — defaults to
email - Amount Parameter — defaults to
amount
Make sure these match the URL query parameter names your payment form expects. For example, if your form reads the first name from a parameter called fname, change the First Name Parameter to fname.
Step 3: Set Up Email Sending (Optional)
If you plan to email links directly to clients, scroll down to the email settings. Set your preferred From Name and From Email address. You can also customize the Email Subject and Email Body — both support merge tags like {first_name} and {amount}. If you upload a logo, use the {logo} tag to include it in the email.
Step 4: Generate Your First Link
- Go to Payment Links > Generate Link.
- Enter the client’s First Name, Last Name, and Email address.
- Optionally enter a payment Amount.
- Click “Generate Link” to create the URL. It will appear in the output field below the form.
- Click “Copy” to copy the link to your clipboard, or click “Send Email” to deliver it straight to the client’s inbox.
That’s It!
Your client will receive a link that takes them directly to your payment page with their details already filled in. No manual URL building, no copy-paste errors, and a professional experience for your clients from start to finish.
Next steps: Read the Configuration section to learn about all available settings, or jump to Generating Payment Links for a deeper walkthrough of the generator interface.