---
schema_version: "1"
id: 316deabfd915488ceb1b3cbde56b99b81d4a0b508aa304a4c98f096bf341f55b
title: Collections and Recovery | Generate and Send Payment Link
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_collections_payment_link.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_payment_link.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d2b50dfe69b2b4eea8bce4c569a2787e11c0a59ba8c8612fb15631be88e0eecb
description: This action creates a payment link by using the payment details provided by the user. If an email ID is available, sends an email to the borrower with the payment link details. Otherwise, shows the payment link details to the user who triggered the action.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Collections and Recovery | Generate and Send Payment Link

This action creates a payment link by using the payment details provided by the user. If an email ID is available, sends an email to the borrower with the payment link details. Otherwise, shows the payment link details to the user who triggered the action.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col>
        <col>
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d105661e70">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d105661e70 ">To create and send a payment link:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d105661e70 ">
            <p>Collections and Recovery Specialist</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Einstein for Financial Services</p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d105661e70 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">GenerateAndSendPaymentLink</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Action</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">Generate and Send Payment Link</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">No</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.collections_setup_salesforce_payments.htm&amp;language=en_US" target="_blank">Set Up Pay Now and Customize the Flow to Send Payment Links</a></td></tr></tbody></table>