---
title: How to Create and Send a Payment Link
description: Step-by-step instructions for creating and sending a secure payment link in Otto for exams, products, or outstanding balances.
---
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2. [Payments & Payouts](https://know.ottooptics.io/knowledge-base/payments-payouts?hsLang=en)
# How to Create and Send a Payment Link
## Learn how to send a secure payment link to a patient for any transaction, including eye exams, glasses, or other services not started in Otto.
#### Step-by-Step Instructions
### Create a Payment Link
1. From anywhere in Otto, click **Payment Link** in the top menu.
2. In the **Patient** field:
- Search for an existing patient and select their name from the list, or
- Click to create a new patient and enter their details.
3. In the **Reference** field, enter a clear identifier (e.g., invoice number, exam date, glasses order number).
- This helps your team track what the payment is for.
4. Enter the **Amount** to be charged.
5. (Optional) Add any notes in the **Internal Notes** section.
- These notes are for your clinic’s reference only and are not visible to the patient.
6. Click **Send Link**.
7. Choose whether to send the link by **Email** or **SMS**.
Once sent, your task is complete. The patient will receive a secure link to submit payment from their phone or computer.
---
### What the Patient Sees
When the patient opens the link:
- They will see a summary of the payment, including the reference and amount.
- They can securely enter their credit card information.
- After submitting payment, they will receive a receipt.
Your clinic will also receive a notification confirming the payment details.
---
#### How Payments Are Deposited
- Payment proceeds are automatically deposited into your clinic’s connected bank account.
- Funds may be subject to a short holding period depending on your payment processor.
- You will receive an email notification when payouts are sent.
---
#### How to View and Manage Payment Links
To see all sent and paid payment links:
1. Click **Payments** in the left-hand sidebar.
2. Review the list of payment links.
- You will see status labels such as:
- **Sent**
- **Paid**
3. Click on a payment link to view full details.
To manage a payment:
1. Click the **three dots (⋯)** beside the payment.
2. Select one of the following options:
- **Issue Refund**
- **Reprint Receipt**
- **Resend Receipt**
---
#### Important Notes
- Payment links can be used for:
- Eye exams
- Glasses
- Contact lenses
- Outstanding balances
- Any transaction, whether initiated in Otto or not
- Payment links eliminate the need to take credit card information over the phone.
- Patients must complete the payment through the secure link; clinics cannot split a single payment link across multiple cards.
- Refunds can be issued directly from the payment record.
---
#### When to Contact Support
- If a payment shows as completed but funds have not been deposited after the expected holding period.
- If a refund does not process correctly.
- If a patient reports receiving an error when submitting payment.
Please submit a support ticket so our team can investigate further.
---
Using payment links allows your clinic to collect payments quickly and securely—without phone calls, manual processing, or follow-up reminders.
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