---
schema_version: "1"
id: d8b9339eac8cc1218d75993a958eab7ac2e7ef6f87849b807026c9310a2102fc
title: Customize the Prebuilt Flow Template to Generate and Send a Payment Link
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_customize_generate_link_flow.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_customize_generate_link_flow.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 06979b670da48361c187808726c235726ea2100f4240f40702b812ad3a34fc1a
description: Help collections specialists create and send payment links to borrowers. The Generate and Send Payment Link prebuilt flow template helps a collections specialist to gather payment details, such as payment amount, payment processing platform, whether it’s a one-time or multiple-use payment link and its validity. The flow also generates a payment link and emails it to the borrower if an email address is provided, or shows the payment link details on the screen. Customize this flow according to your business needs.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Customize the Prebuilt Flow Template to Generate and Send a Payment Link

Help collections specialists create and send payment links to borrowers. The Generate and Send Payment Link prebuilt flow template helps a collections specialist to gather payment details, such as payment amount, payment processing platform, whether it’s a one-time or multiple-use payment link and its validity. The flow also generates a payment link and emails it to the borrower if an email address is provided, or shows the payment link details on the screen. Customize this flow according to your business needs.

### 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: <a href="https://help.salesforce.com/s/articleView?id=ind.collections_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products, editions, and permissions for Collections. Then learn how your product handles permissions and how to assign them.">View product and edition availability.</a></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="d13008e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13008e68 ">To create and customize a flow by using the prebuilt flow template:</td>


            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13008e68 ">
              <p>Collections and Recovery Admin permission set</p>
              <p>AND</p>
              <p>Customize Application
                permission</p>
              <p>AND</p>
              <p>Manage Flow permission</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Run Flows
                permission</p>
            </td>

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

1. From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
2. Click **Collections: Generate and Send Payment Link**.
3. Click **Save as New Version**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-collections-264-0-0-production-enus/3689d02c-0a37-45ca-bd97-514087074dd3/images/icon_note.png)
    
    Note If you plan to clone the flow, make sure that you don't change the API name.
4. Customize the flow according to your business needs.
5. Save your changes and activate the flow.