# Optimize your Payment Link setup

## Before you begin using our Payment Link tool, follow the steps below to optimize your experience

#### Each step includes links to detailed instructions. Click any link to view deeper details.

### Step 1: Customize your Payment Form

You can add your business or organization logo, add a custom message, or change the form language to better fit your business type. [Click here for detailed steps](https://help.autobooks.co/knowledge/payment-form-settings?hsLang=en).

### Step 2: Decide how you want to use Payment Link in your day-to-day activities

Payment Link includes a few more goodies than the link itself. You can download a QR code for your link ( [click here to read about QR codes](https://help.autobooks.co/knowledge/qr-codes-for-payment-form-link?hsLang=en)) or you can take a payment directly inside online banking if you need to take a payment over the phone ( [click here to learn more](https://help.autobooks.co/knowledge/take-a-payment-directly-within-online-banking-using-payment-form?hsLang=en)).

Go to Settings > Plans & Pricing to see your processing rates with Autobooks.

💡Want to experience what your customers will see? Click on your link from the Payment Link tab and your payment form will open in a new browser on your device.

### Step 3: Optional considerations for Non-Profit organizations

If you're a non-profit, you can recover payment processing fees taken through Payment Link. [Click here to learn how](https://help.autobooks.co/knowledge/how-to-increase-donations-to-cover-processing-fees?hsLang=en).

### Step 4: Check out our Customer Success Tips for Payment Link

We've created a library of short videos to help you maximize your Autobooks experience. [Check out our Payment Link Customer Success Tips here.](https://help.autobooks.co/knowledge/payment-link-tips?hsLang=en)

**Caution:** Do not make a test payment through your Payment Link! This may trigger a fraud review of your Autobooks account and delay future payments.

We know a positive customer experience is critical for your success. Every customer that makes a payment through your Payment Link receives a receipt via email.