Automatically send a payment link after a request

A. Why this matters

A client reaches out via your website, DM, or intake form. You want to move fast – but before you know it, you’re digging for the right amount, pasting a link, and checking if the payment came through...

And then comes the next question: “Can you send me an invoice too?” Sound familiar?

With a simple automation, you can instantly send:

a personalized payment link
an invoice or payment receipt
a notification to yourself or your CRM

…without accounting software or manual work.

Schematische weergave van een geautomatiseerde betaalflow: van formulier → betaallink + factuur → e-mail → logging in CRM of Airtable.

B. What do you need?

Basic setup (free or low-cost):

Purpose	Tool options
Form or intake	Google Forms, Wix Forms, Jotform, Typeform
Generate payment link	Mollie, Stripe, PayPal
Automation	Make (recommended), Zapier
Create invoice	Google Docs / Word with variables
Send email	Gmail, Mailgun, SMTP or your CRM

Optional upgrades:

Zoho CRM or Zoho Books – for automatic invoices + linked client records
HubSpot – for deals with templates or quotes linked to payments

C. How the process works

1. Client fills out a formOn your site or via Google Forms. Example fields: name, email, product/service, price selection.

2. The automation is triggered in MakeTrigger: new form submission → scenario starts

3. Generate a payment linkUse modules for:

Mollie → add description, amount, redirect
Stripe → use product or checkout session
Static link → for fixed-price products or services

4. Generate the invoice (optional)

Option 1: Google Docs template

Use a predefined template with tags like [[name]], [[amount]], [[date]]
Automatically generate a PDF and save to Drive

Option 2: CRM or invoicing tool

In Zoho Books or HubSpot, connect deals to quotes/invoices
Automatically generate a PDF or link to a hosted invoice

5. Send the emailUse Gmail, Mailgun, or your CRM to send:

The payment link (personalized or fixed)
(Optional) invoice as attachment or download link
Extra info: payment instructions, contact, next steps

6. (Optional) Log the actionTrack it in Airtable, your CRM, or a Google Sheet – useful for follow-up or accounting.

D. Why clients still want an invoice

Business clients: need invoices for tax/administration
Private clients: want a payment confirmation
Trust: sending an invoice adds professionalism

Even for small amounts, automating this saves time and builds trust.

E. Alternatives if you don’t use accounting software

No paid software? No problem. Use:

Google Docs or Word – generate simple invoices using templates
Airtable – as a lightweight invoice or quote tracker
Zoho CRM / HubSpot / Teamleader – for professional templates + automation

F. Common mistakes

⚠️ Sending a payment link without context→ Always include a clear explanation (what, why, how)

⚠️ Forgetting follow-up if no payment is made→ Add a reminder flow that’s friendly but professional

⚠️ Creating invoices manually on request→ Slows you down and raises questions. Automate it from the start.

⚠️ Reusing fixed payment links without tracking→ Make sure each link is unique and traceable

G. What this flow gives you

The client instantly receives a clear payment request
Optionally with invoice or receipt
You receive a notification, or your CRM is updated
If no payment is made, an automatic reminder follows

Time saved: 5–10 minutes per requestConversion boost: faster payment, less hesitation

H. Example flow

Step	What happens	Tools used
1	Client fills out a form	Google Forms / Wix
2	Flow is triggered	Make
3	Payment link is created	Mollie / Stripe
4	Invoice is generated	Google Docs / Zoho CRM
5	Email with link + invoice is sent	Gmail / CRM
6	Logging or reminder is created	Airtable / Make router