Requesting PayEngine Payment Links from within Flex

• Introduction
• Requesting a PayEngine Payment Link from within Flex
• Next Steps

Introduction

This article covers requesting a PayEngine payment link from within Flex. Be sure to check out PayEngine | Overview and Key Concepts for general information. 

Requesting a PayEngine Payment Link from within Flex

On a PayEngine-enabled Flex element, click  Financials in the right-hand workbench menu, then click  Send Payment Link.

Once the popup opens, you'll see three fields at the top: 

1. Amount - automatically populates with the remaining balance from the element
2. Description - an optional field for you to note what the payment request is for
3. Invoice Number - automatically populates from the element, can be edited as needed

To proceed, either confirm or re-enter the Amount you would like to send in the payment link. Please note, this field cannot exceed the remaining balance, which is calculated by subtracting any outstanding active payment links and applied payments from the total price. 

The Send To field populates with email from in the Client field on the element. You can add additional emails from a Contact, User, or manually by clicking on the icons to the right of this field, but you cannot remove the auto-populated Client email address.

Other fields within the popup will populate based on the email template. Read more about PayEngine Integration Email Settings here and Flex's email templates here. 

Once the amount is confirmed and the recipients are selected, you can click the  Send to Client button, which will tell Flex to immediately send the email with the PayEngine payment link. A toaster confirmation message will briefly appear to let you know the link was successfully sent.

Note: The currency on the element MUST be set to USD or CAD. Other currencies cannot be processed by PayEngine at this time. (Updated 2/18/2025)