How to Generate Payment Links

Three simple steps from your Chrome toolbar

1
Select a Deal
Click the Border Buddy extension icon in your Chrome toolbar. You'll see your 10 most recent open deals from Pipedrive.
  • Use the search bar to find a deal by name, organization, or contact
  • Click a deal to select it
2
Choose Country & Fee
Select the customer's destination country and the service fee:
Account Setup$50
Consulting$150
Consulting$250
Consulting$350
Then click Review & Generate.
3
Generate & Share
Review the summary, then click Generate Payment Link. You'll get two options:
Copy Link — copies to your clipboard. Paste it into any chat, email, or message.

Email Customer — opens your email client with a pre-written message containing the payment link, personalized with the customer's name.
What happens after the customer pays

Everything below is automatic — no action needed from you