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Adding a Payment Link to Outlook

Ensure your clients see a convenient way to pay online in every email you send.

Updated today

πŸ”— Step 1: Copy Your ClientPay Link

First, you need to retrieve the unique URL for your preferred deposit account.

  1. Log in to ClientPay and click the Charge tab.

  2. Find the account you wish to use and click Actions > Show & Copy Page Link.

  3. Copy the link that appears in the pop-up box.


πŸ› οΈ Step 2: Update Your Outlook Signature

Once you have the link, follow these steps to add it to your signature in the Outlook desktop app.

  1. Open Outlook and start a New Email.

  2. In the top menu, select Signature > Signatures.

  3. Under the Edit signature section, type a clear call-to-action (e.g., "Pay your bill online anytime").

  4. Highlight the specific words you want to turn into a link (e.g., "online").

  5. Click the Link icon (πŸ”—) in the formatting toolbar.

  6. Paste your ClientPay link into the Address field and click OK.

  7. Click OK on the signature window to save your changes.


πŸ’‘ Professional Tips

  • Clear Call-to-Action: Use phrases like [Make a Payment] or [Secure Payment Portal] to make the link stand out.

  • Hyperlink vs. Raw URL: Always link the text rather than pasting the full https://... address to keep your signature looking clean and modern.

  • Test Your Link: Send a test email to yourself to ensure the link opens the correct ClientPay payment page.


πŸ“‹ Quick Reference

Step

Action

Platform

1

Copy Page Link

ClientPay

2

Signature Settings

Outlook (New Email)

3

Highlight & Link

Signature Editor

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