Payment links in reminder emails

When PaidSoon knows the URL where your client can pay their invoice, it adds a "Pay invoice →" link directly in the reminder email body. This lets your client settle immediately without needing to look up the invoice separately.

Before you start

• Confirm your invoice source is connected in Settings → Connections.
• If you use CSV/XLSX imports, make sure you can provide a payment_url value per row.

Steps

1. Confirm the invoice source type (Stripe, Xero/MYOB, or CSV/XLSX import).
2. For Stripe, no setup is required: hosted invoice URLs are imported automatically.
3. For CSV/XLSX, include a valid payment_url per invoice row before import.
4. If you use custom templates, include {{paymentLink}} in HTML and {{paymentLinkText}} in plain text where you want the link rendered.

How the link gets included

PaidSoon sources the payment URL automatically — you don't need to configure anything for Stripe-connected accounts.

Invoice source	How the link is sourced
Stripe (connected via Settings → Connections)	PaidSoon uses Stripe's hosted invoice URL (hosted_invoice_url), which Stripe generates for every invoice. The link is captured when the invoice is first imported.
Xero / MYOB	Payment URL not currently included.
CSV / XLSX import	Included if you provide a payment_url column in your import file (see below).

Stripe-connected accounts

No action required. Every Stripe invoice imports with its hosted invoice URL. As long as your client's invoice exists in Stripe, PaidSoon will include the link in each reminder automatically.

CSV / XLSX imports

To include a payment link for CSV-imported invoices, add a payment_url column to your file.

1. Download the latest import template from Dashboard → Import — it includes a payment_url column.
2. Fill in the direct payment URL for each invoice (e.g. your accounting software's client payment portal link, or a custom payment page).
3. Import the file. PaidSoon validates the value is a well-formed URL and rejects the row if not.
4. The link is stored on the invoice and included in every reminder sent for that invoice.

If you re-upload the same invoice later with a different payment_url, the stored URL is updated.

What the link looks like in the email

The link renders as a plain inline hyperlink: Pay invoice →. It appears in the email body wherever your template places the appropriate token. The default templates already include this token — it is simply omitted when no URL is available.

If you've set up custom templates in Settings → Templates and want to control where the link appears, use the correct token for each part of your template:

• HTML body — use {{paymentLink}}, which renders as a clickable Pay invoice → anchor tag.
• Plain-text body — use {{paymentLinkText}}, which renders as the raw URL so recipients see a clean link rather than HTML markup.

What you'll see

• Stripe-sourced reminders include the Pay invoice → link when the invoice has a hosted URL.
• CSV/XLSX-sourced reminders include the link when payment_url is valid in the imported row.
• If no payment URL exists, PaidSoon omits the token output from the email body.

What happens next

Clients can click directly through to payment, which can reduce delay between reminder and payment.

Common problems

• No "Pay invoice" link in my emails — check that your invoice source is Stripe (Xero/MYOB don't yet provide a payment URL) or that your CSV import included a payment_url value.
• Link goes to the wrong place — for CSV imports, re-import with the corrected payment_url; for Stripe, the link comes directly from Stripe's invoice — update it in Stripe if needed.

Related tutorial

Configure your first reminder sequence