Copy a payment link
The payment link is a short URL you generate on the fly for a specific pledge. You send it to the donor (via WhatsApp, personal SMS, email, or printed as a QR code): they click, pay online in seconds, and the payment is automatically assigned to the right pledge.
When to use a payment link?
| Situation | Link relevant? |
|---|---|
| You want to personalize the sending message (WhatsApp, personal conversation) | ✅ Yes |
| The donor prefers an informal channel to email | ✅ Yes |
| You want to send it by phone (read the link out loud) | ✅ Yes |
| You want to print a QR code (post in the synagogue, in a card) | ✅ Yes |
| You prefer an automatic email from Unisoft | ❌ Prefer Send a manual reminder or Schedule automatic reminders |
Advantages of the link
| Advantage | Detail |
|---|---|
| Personal | You write the accompanying message yourself |
| Multi-channel | WhatsApp, personal SMS, Telegram, face-to-face conversation |
| Pre-filled | The donor lands on the page with the right amount and reason |
| Automatic assignment | No re-entry on the Unisoft side, everything is tied to the pledge |
| QR code possible | Printable, scannable on a phone |
Procedure
- 1
Locate the pledge
In the list (
/app/promesses/list), find the pledge to settle. - 2
Click the Link icon
To the right of the row, in the Payments column, click the 🔗 icon (link, in blue).
- 3
The Link modal opens
Unisoft generates a personalized short link for this pledge. You see:
- The link itself (short URL)
- A Copy button to put it on the clipboard
- A scannable QR code
- A preview of what the donor will see
- 4
Copy the link
Click Copy. The link is on your clipboard.
- 5
Paste and send
Open your preferred messaging app (WhatsApp, SMS, personal email) and paste the link into a personalized message.
Example:
"Hi David, here's the link to settle your €1,800 pledge for the 2026 gala: [link]. Thank you so much!"
What the donor sees
By clicking the link, the donor lands on a pre-filled Unisoft payment page:
| Information displayed | Source |
|---|---|
| Your organization's logo and name | Unisoft configuration |
| Amount to pay | Remaining balance of the pledge |
| Payment reason | Pledge label |
| Payment method choice | Card, Apple Pay, Google Pay, transfer (depending on your configuration) |
| Ability to adjust the amount | The donor can pay more or less than the remaining balance |
| Optional fields | Billing details for the tax receipt |
The payment is immediately processed by the configured platform (Stripe, PayGreen, etc.) and automatically assigned to the pledge in Unisoft.
QR code: typical use
The QR code can be:
- Printed in a greeting card or a Rosh Hashana booklet
- Displayed on a screen during an event
- Distributed on flyers
- Inserted in a paper email
Any donor with a smartphone can scan it and go directly to the payment page.
Security
The link is a short random identifier that cannot be guessed. It is valid as long as the pledge exists and is not paid in full.
| Case | Link behavior |
|---|---|
| Pledge 100% fulfilled | The link still works but displays "Pledge settled" and offers a free donation |
| Canceled pledge | The link no longer works |
| Edited pledge | The link remains valid with the new amount |
Differences with other channels
| Channel | Advantages | Disadvantages |
|---|---|---|
| Copy-pasted link (this page) | Customizable, multi-channel, QR code | No trace in Unisoft of the sending moment |
| Manual reminder (send a manual reminder) | Trace in Unisoft, standard message | Generic tone, limited channel (Unisoft SMS / Email) |
| Automatic reminder (schedule reminders) | No human intervention | No personalized message |
Go further
- Send a manual reminder — tracked alternative
- Schedule automatic reminders — automation
- Best practices for follow-ups — combine channels