Payment links let staff generate hosted checkout links for resident portal payments. Use them when the account has online payments configured and the payer should pay through the portal checkout flow.

Payment Link Requirements

Payment links are available when:

• Resident portal payments are enabled for the account
• Stripe is connected
• At least one payment method is enabled
• The loan and recipient information are valid for payment collection

If setup is incomplete, CDM shows setup warnings and links staff to payment settings.

Generate a Payment Link

1. Open the loan workspace.
2. Open Payments.
3. Select Generate Payment Link.
4. Enter the fixed amount.
5. Choose whether to include outstanding fees.
6. Review the preview.
7. Choose overpayment handling if required.
8. Enter expiration date, recipient email, and optional message.
9. Generate, copy, or generate and send the link.

Fixed Amount

The link amount is fixed. The payer pays the amount on the generated link.