Payment links create secure customer-facing payment pages for invoice collection. The invoice number is a business reference; the long token in the link is the access key.
Payment links create secure customer-facing payment pages for invoice collection. The invoice number is a business reference; the long token in the link is the access key.
Generate or copy a payment link from Invoicing by clicking the link action or opening an invoice.
Open Business Settings, complete the company profile, set the currency, upload the logo, confirm billing, then add clients, inventory, or leads depending on what the business sells.
The app checks the active workspace's effective subscription, subscription state, and usage caps before opening or changing protected records. Owner-created workspaces can inherit the owner's account plan from another billing-home workspace, while joined team workspaces use that company's owner plan. A 402 response usually means the effective plan is free, inactive, or has reached a limit for that feature. File Manager checks file count, storage, and per-file upload size: Free 50 MB, Plus 250 MB, Pro 2 GB, and Max 10 GB. AI Images checks image credits, daily and personal caps, model access, source limits, File Manager count, and storage. Maximo Cloud Computer checks computer minutes, daily/monthly caps, max run length, and concurrency. Gemini Live starts on Pro, while Grok Voice remains available on paid plans. Support also follows the plan: Free uses guide, community, and email; Pro and Max include monthly Google Meet allowances.
RPB means Real Performance Benchmark. It is MyTabulon's evidence-adjusted public model score for real agentic business work, combining task completion, tool call accuracy, reasoning, safety, user sentiment, latency, and cost efficiency.
Global search can find feature pages plus clients, leads, inventory, invoices, quotes, deals, projects, tasks, files, expenses, team members, and AI chats within the active company when the signed-in user's role allows it. Member file results are limited to files and folders they uploaded, added, or generated, and sensitive owner/admin destinations stay hidden.
Use Ctrl K or Meta K for the command palette, ? or Ctrl / for the reference, Ctrl B or Meta B for the sidebar, g chords for navigation, n chords for quick create, and r r to refresh page data.
Payment links use long random tokens. Share the generated link, receipt, PDF, or email with customers, not a dashboard URL. The invoice number helps the business identify a document but is not the secret.
Business Memory stores durable company knowledge for Maximo AI: facts, preferences, style, source records, private notes, approved memories, retention rules, provenance, and conflict checks. It is available only to business owners and administrators. Company memories describe shared business facts; first-person or personal work memories stay private to the originating user. Members, Viewers, and Employee Viewers cannot open memory, search it through Maximo chat or voice, receive selected memory in AI context, or have their chats silently captured into company memory.
Customer automation emails include the uploaded company logo, company DBA or name, customer greeting, serious follow-up copy, document reference, status, issue date, due date or quote validity, outstanding amount, total, paid amount when available, a next-step section, and a footer explaining that Maximo AI prepared the message for the business. Invoice emails include a secure payment action link; quote and lead emails currently use reply links.
Do automation invoice emails create real payment links?
Yes. When an automation prepares an invoice email, it reuses the invoice payment link if one already exists. If the invoice has no active payment link, the backend creates and enables one, then places the secure /pay token URL into the email. Customers can open that public payment page without dashboard access, while the random token remains the actual access key.
How do I test what automation emails will look like?
Use the temporary development email preview page to inspect the full automation email family. It reads the current company, uses the uploaded logo, pulls real invoices, quotes, and leads, creates exact invoice payment links through the backend payment-link endpoint, and shows the approval request email layout with production-shaped approve and reject URLs. For a real send test, run a workflow from AI Automations and inspect the backend development email log or local SMTP inbox.
Workspace owners, administrators, members, and viewers can share their personal Referral Earnings link from /dashboard/referrals. When a referred business registers through that link and pays for a subscription, that signed-in referrer earns 20% of the paid subscription charge. Renewal commissions continue for that referred business for 12 months from the first paid charge. The page shows that person's available balance, total earned, paid referrals, registered businesses, commissions, payout accounts, and withdrawal history.
What fees apply when withdrawing referral earnings?
Referral withdrawals start at NGN 5,000 and go to a Paystack-verified Nigerian bank account. Paystack transfer fees are deducted from the withdrawal before transfer: NGN 10 up to NGN 5,000, NGN 25 for NGN 5,001 to NGN 50,000, and NGN 50 above NGN 50,000. Nigerian stamp duty adds NGN 50 on transfers of NGN 10,000 and above. The withdrawal quote shows gross amount, Paystack fee, stamp duty, and net amount to bank before sending.
