How to resend a payment link
Updated Oct 29, 20261 min read
Everyone at the firm
If you need to resend a payment link you can do so from the leads page. Any account type can do this.
Resend the payment link
- Open the lead's page from Leads.
- Select Resend payment link. If the client hasn't signed the fee agreement yet, the button reads Resend fee agreement and payment and sends both.
- Select Send.
The page shows "Reminder sent to the client.", and the lead's activity shows "Reminder sent". The client gets an email with the same payment link and amount as the first one. The link they were sent before continues to work.
When you can resend
The button shows while the payment is outstanding. Once the client has paid, or while their payment is processing or on hold, there's nothing to resend. If their payment fails, the button comes back and sends the same link again.
After a resend, the button is unavailable for 5 minutes.
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