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Create Payment Page (M)

Use the Create Payment page to create a new, static payment page that you can add to your website. Payment Pages are static invoices that remain at a fixed URL link that multiple customers can use, and display the number of times the payment has been used. When creating a new payment page, you can customize the payment methods, product information, and other portions of the invoice.

Note: Payment Pages and Invoices are similar, however, unlike Invoices, Payment Pages can be used by multiple customers while an invoice can only be paid once.

Navigate to the Create Payment page by following the steps below:

  • Step 1: Click on Payment Pages in the Forms category in the left-hand navigation panel.

  • Step 2: Click on the ADD PAYMENT PAGE button in the upper right-hand corner of the page to open the Create Payment page.

Partial view of the Create Payment page, including the Invoice Details section.

Create Payment Features

Click here to view the features of the Create Payment page.

Invoice Details

Enter the following information in the Invoice Details fields to begin creating your new payment page:

Invoice Details Field Name



The invoice number.


The title of the invoice.


A message in the invoice.

Payment Methods

The type(s) of payments accepted by the invoice. You can select multiple payment methods. Choose from:

  • All

  • Amex

  • Visa

  • Master Card

  • Diners

  • Discover

  • Debit

  • Personal Checking

  • Personal Savings

  • Business Checking

  • Business Savings

Invoice Details Action

To add an email to the Invoice Details section, click ADD ADDITIONAL EMAIL at the bottom of the section. Enter the customer’s email address in the field that appears. Add more additional emails by clicking ADD ADDITIONAL EMAIL again, or remove an email by clicking the TRASHCAN icon to the right of the email field.

Item Details

Add details about products or other items sold using the Item Details section, including the following information:

Item Details Field Name



The product name. Click in this field to open a drop down menu that displays all the products previously saved in your Products page table.


The number of products sold in the payment page.


The price per product.


Any discount per product.


Any tax charged during the purchase.

Total Discount

The total of any discounts entered in the form.

Total Amount

The total amount including any tax and discounts.

Item Details Action

You can add products to the form by clicking ADD PRODUCT. An additional line of information fields will appear, and enter the product information. Add additional products by clicking ADD ADDITIONAL PRODUCT again, or remove a product by clicking the TRASHCAN icon to the right of the product line.

Create a New Payment Page

When you have completed the information in both the Invoice Details and Item Details sections, scroll to the bottom of the page and click the SAVE button to save your information. Your new payment page will now be visible in the table on Payment Pages. Otherwise, you can discard your changes and return to the previous page by clicking CANCEL.

Related pages

Click the links or items on the page to access any of the following pages:

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