Completing a Payment Link

Last updated: August 17, 2026

The payment links centralize information about your deal, the required documents, and the steps to fund it. Your vendor will share it with you to check your payment schedule, review the funding agreements, and complete your payment method setup - all of this in one place.

Understanding the payment link information

Once you open the payment link sent to you by your vendor, you'll land on a single page split into two panels: your required inputs on the left, and your deal details on the right.

Navigate through the tabs on the right side to check more details or your deal:

  • In 'Order Summary', you can confirm the total amount and deal terms: how much you will repay and for how long, the payment frequency, and the exact days they will fall on.

  • In 'Documents', you will be prompted to read and sign the funding agreements using 'DocuSign', a secure application to collect the responsible party's signature.

  • In 'Payment Schedule', you can confirm the frequency and dates of your payments

Inputting your data

The left panel shows the details you need to complete. You can fill these out in any order you prefer. You will find:

  • Company Details

    Here, enter the details of the primary contact for this order. It can be different from the signer, but this contact will receive all notifications about documents and payments for this order.

  • Payment

    Choose from the available payment methods and enter the corresponding payment details.

  • Signatory

    Provide the name and details of the person signing on behalf of your company. If you are using the same information filled out on the 'Company Details', simply check on 'Use primary contact details'.

Attention: Some payment methods can incur processing fees, which will be added to the total order amount.

If anything needs correction, you'll see it flagged on the same page so you can fix and resubmit it without starting over.

Once everything looks correct, click the 'Confirm and sign' button. You will be prompted to sign the agreements in DocuSign, on the same window. The documents will be filled out following the details you provided in the previous steps.

Attention: DocuSign will send an SMS verification to the signatory's phone number before prompting for the documents. Make sure the correct number is included before proceeding.

What happens next?

Once submitted, you will receive a notification, and your deal will begin processing. We will collect the necessary documents from the parties involved in your deal, and once it starts, you will receive a message with payment instructions.

You can see your deals and their statuses directly in the Buyer Portal. If you have any questions, don't hesitate to reach out to us at support@capchase.com.