How to create payment link

[jmarfoley]

I update/add items very infrequently, not even yearly, and I always dread the adventure. Square is perhaps the least intuitive site I use. I have created a new item. It said I could not add a payment link until I saved the item. I did so, and I can return to and view that item in "Items & Orders", but the three-dot menu on the item does not list creating a payment link as an option. I went to the help page for this: https://squareup.com/help/us/en/article/6692-get-started-with-square-checkout-links. It says:

"1. Sign in to Square Dashboard and go to Orders & payments (or Invoices & Payments or Payments)"

First off, the "hamburger" menu at upper left has no "Dashboard" option. It has "Home" and if one clicks that the URL does have the word "dashboard": https://app.squareup.com/dashboard. That's confusing. Step 1 should say "go to the Home page". Confusing.

In any case, neither "Orders & payment" nor "Invoices and Payments" exist on the left-menu pane. "Payments" does exist, so I clicked on it.

Next the instructions say, "2. Click Create a link.". That option does not exist in the list. I do have "$-> Payment Links", so I clicked that.

This brings up a page with an item I thought I had long since deleted, but the page does not list the new item I just created.

So, I'm stuck. How do I create a payment link for my new item?

[jmarfoley · Accepted solution]

After much trial and error I figured it out. Again, not intuitive! After going to "Payments > Payment Links" (no listed that way in the help doc). I went ahead and clicked on the blue "Create Link" button. Then I clicked on "Sell an event or class > Continue > Select or Create New Event". My new item was listed and I was able to create the link.

The confusing bit is that the item(s) listed on the "Payments > Payment Links" page list existing links, not new items to be linked. A line of explanation would help on this page. Simply stating "Current Links" above the list would suffice. It would also help if the blue button said "Create New Link". Lacking these clarifications it implies to the user (this user anyway) that one is about to create a link for the item listed.

Also, the item(s) listed may no longer actually exist, but apparently the link for that item still exists. That adds to the confusion. Either the links for nonexistent items should not be displayed at all, or an annotation should show telling the user that the item does not exits and suggesting the link should be deleted.

These minor clarifications would help navigation and reduce confusion.