Skip to content
Patient Copilot Help Center

Text-To-Pay Links

Text-To-Pay Links let you request and collect payments instantly via SMS directly from a conversation. No website required!

What are Text-To-Pay Links?

Text-To-Pay Links are secure payment requests you send by SMS from within a conversation. They generate a checkout link so customers can pay in a few taps. This reduces friction, speeds up collection, and keeps payment activity tied to the contact thread for easy follow-up and tracking.

Key Benefits of Text-To-Pay Links

  • Fast Collection: Send a pay-ready link from any SMS thread for fewer steps and quicker conversion.
  • On-Brand: Customize the invoices to match your brand style.
  • Flexible Pricing: Apply discounts and tax at send time to reflect the exact deal.
  • Due Dates: Set a link due date to encourage timely payment and manage expectations.

Prerequisites

Verifying prerequisites prevents common setup issues and ensures links send and process correctly.

  • An active Patient Copilot Payments (Stripe) connection in the sub-account.
  • An active phone number in the sub-account.
  • At least one active product.

Sending a Text-To-Pay Link from Conversations

  1. Go to Conversations and open the conversation with the contact you would like to send the text-to-pay link to.

Screenshot

  1. In the channel picker at the message box, choose SMS.

Screenshot

  1. Click Request Payment ($ icon) below the text editor.

Screenshot

  1. In the Request payment modal; Select the product (or item) and confirm the price, add a discount and/or tax, set a Due date and choose between Test and Live mode (use Test for non-production checks). Click Preview to review the checkout experience, or click Copy link & Mark as sent.

Screenshot

  1. Click Send to send the text-to-pay link. The customer will see the following screen when opening the link! Tip: You can customize this page! Click here to learn how.

Screenshot