support
Talk to support
← Help library

Updated 2026-07-22

Create and share a payment link

Self-Care Portal

You can create and share a payment link in the Self-Care Portal to collect payment for goods and services.

  1. Sign in to payments.payroc.com/merchant/selfcare/ (opens in a new tab).
  2. From the side menu, select Customers, and then select PayByLink.
  3. Select NEW PAYMENT LINK.
  4. Configure your link settings, and then select Save.

The following table contains the settings for a payment link:

LabelDescription
Merchant ReferenceReference number that you want to assign to the payment link.
DescriptionDescription of the payment link.

Auth Type

Indicates whether you want to run a sale or run a pre-authorization. Select one of the following options:

  • Payment - Run a sale to immediately take funds from your customer's account.
  • Pre-Auth - Run a pre-authorization to temporarily hold funds in your customer's account. To capture a pre-authorization, go to Capture a pre-authorization.

Payment Methods

Payment methods that your customer can use with the payment link. Select one or select both of the following:

  • Card - The customer can pay with a debit card or a credit card.
  • Bank Transfer - The customer can pay with ACH.
Set Payment Link AmountIndicates whether you want to specify a payment amount for the payment link. 
If you want to specify a payment link amount, select a currency and enter an amount.

Create Secure Token from payment details

Indicates whether you want to give your customer the option to save their payment details for future payments.
If your customer saves their payment details, you must select how you want to use their details in future transactions. From the Secure Token use dropdown menu, select one of the following:

  • Unscheduled Payments - Payments without a regular billing schedule.
  • Recurring Payments - Recurring payments with no end date.
  • Installment Payments - Recurring payments with an end date.
Accept Multiple PaymentsIndicates whether you want to accept multiple payments through the payment link. If you create a single-use link, we create an order ID for the payment.
Expiration DateLast date that the customer can use the payment link to make a payment.
Payment Button TextLabel for the payment button.

To email the payment link to a customer:

  1. Select SHARE.
  2. Enter the name and email address of the recipient, and then select ADD.
  3. (Optional) To add other recipients, enter their name and email address, and then select ADD.
  4. From the Message box, enter a message that we include in the email.
  5. (Optional) To receive a copy of the email, select Send a copy to myself.
  6. (Optional) To preview the email before you send it, select PREVIEW.
  7. Select SHARE.