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from within Fortis go to the contact overview screen navigate to the paylink section and hit add pay link first select which bank deposit account you want the payment going to add a description for the pay link the amount thats due and the expiration date if you leave the expiration date blank it will default to the max which is one year from today theres also an option to assign a tag which can be used for customized reporting the delivery method can be set to email text or both you can see the email and cell phone information Auto populate from the Fortis contact profile now heres the best part if you click the store account Vault box Fortis will automatically secure the payment method on file for future use nickname the card for the vault click save and thats it the paylink is immediately delivered the paylink can now be viewed from the overview screen showing an unpaid status lets check out what the client sees when the pay link is sent both the email and text communication w