Step 1 : Log in to your dashboard and navigate to Revenue, then click the Links tab. Click the Create link button in the top-right corner.
On the 'Create a payment link' screen, under Basics, enter a Link title (e.g. "Donation - Funds"). Add a Custom link if you want a specific URL slug, or leave it blank and Bujeti generates one from your title automatically.
Add a Description telling payers what the payment is for, then set an Amount. Toggle Keep amount open if you'd rather let customers pay whatever they want, and select a Tax or tax group if one applies. Click Continue.
Step 2 - Configure where the money goes
Add a Revenue target if you're tracking progress toward a goal (optional). Under "Where do we put the money?", select the balance or funded budget where payments should settle, and choose a Category for transactions so every payment is tagged automatically.
Fine-tune with Advanced settings: Choose what customer information payers must submit (Full name, Email address, Phone number), link the payment to an existing customer or add a new one, and set Max payments, an Expiry date, or a Minimum/Maximum amount under Limits & expiry.
Scroll down to After payment to add a Redirect URL and Thank-you message, and toggle Send email receipt or Send SMS receipt on or off. Click Continue once done.
Step 3: Preview and publish your link
Review the link preview along with the Information and Configure summaries. Click Back to make changes, or the pencil icon next to a section to jump straight to it.
Once everything looks right, click Create link.
Your new link now appears on the Links tab, ready to copy and share with customers. Every payment made through it automatically updates the linked budget and category, so there's no manual reconciliation needed. To edit, copy, deactivate/activate, or delete a link later, click the three-dot menu next to it.
Need help? Our support team is here for you. Chat with us directly in the app or email [email protected]