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Velaxe
PayStream — Payments, Invoices, Subscriptions & Refunds | Velaxe

PayStream

Create and send a payment link

Generate a secure checkout link, set expiry, and deliver via chat/SMS/email.

8 min Beginner Support Agent, Billing Ops Updated Sep 19, 2025
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Overview

Generate a secure checkout link, set expiry, and deliver via chat/SMS/email.

Prerequisites

None.

Permissions required

payments:create links:create

Steps (3)

Estimated: 8 min
  1. 1

    Open Payment Links

    Agent 2 min Back to top

    Billing → Payment Links → **New Link**.

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Set amount and expiry

    Agent 3 min Back to top

    Enter amount/currency, optional line items, and choose expiry (e.g., 24h).

    Tips

    • Enable 3DS “when required” for EU cards.

    Validation

    —

    Success criteria

    —

  3. 3

    Send via LiveConnect or SMS

    Agent 3 min Back to top

    Copy the link or click **Send via LiveConnect/PulseGate** to deliver in-channel.

    Tips

    —

    Validation

    —

    Success criteria

    • Payment status updates appear in the conversation thread.

About this guide

PayStream unifies payments for your workspace. Create invoices or subscriptions, accept global methods (cards, wallets, bank pay), and automate dunning with email/SMS links. Providers are pluggable, so you can route by region or fail over without rewriting flows. Agents issue refunds and send secure payment links from Agent Desk; receipts and PDFs are stored in SecureStore, and every event hits your FlowForge automations and Chronicle timeline.

Security-first design: tokenized instruments, least-privilege keys, signed webhooks with idempotency, and exportable audit logs. Finance and CX teams get shared metrics in InsightLake—auth rates, recovery, refunds, and MRR/ARR.