PayLink Pro

PayLink Pro gives your team everything you need to run a service business, organized into modules. Subscribe to the features your business needs and add more at any time.

The installer walks you through four steps: checking your server, setting up the database, creating your admin account, and confirming everything is ready. You will not need the command line.

• PDO & PDO MySQL
• Mbstring
• OpenSSL
• JSON
• cURL
• Tokenizer
• XML
• Ctype
• BCMath
• Zip
• Fileinfo

The storage and bootstrap/cache directories must also be writable by the web server (permission 755 or 775).

1. Step 1 — Server Check. Visit your application URL. You are redirected automatically to the installer. A checklist shows every requirement in green (pass) or red (fail). Fix any red items before continuing. Once everything is green, click Continue.
2. Step 2 — Database Setup. Enter your database host, port, name, username, and password. Click Test Connection to verify your credentials without saving anything. When the test passes, click Save & Continue. The installer creates all tables and inserts default data automatically.
3. Step 3 — Admin Account. Enter your full name, email address, and a password (minimum 8 characters). Click Create Account & Finish. You are logged in to the admin panel immediately.
4. Step 4 — Complete. Installation is finished and the admin panel is ready to use.

Before inviting companies, complete these setup steps:

1. Go to Settings → Application — set your application name, contact email, currency, and date format.
2. Go to Settings → SMTP — configure your outgoing email server.
3. Go to Settings → Payment Gateway — connect Stripe and/or PayPal.
4. Go to Subscription Plans — set up the plans you want to offer.

The admin panel is the platform control centre. Administrators manage companies, users, subscription plans, landing page content, email templates, and system settings from here.

The dashboard gives a live overview of platform activity through stat cards and recent-activity lists.

A revenue chart shows monthly totals across the last 12 months. Below the chart you will find lists of the most recent company registrations and most recent payments.

The Companies page lists every company registered on the platform. Each row shows the company name, owner email, active subscription status, and registration date.

Click any company name to open its detail page, which shows contact information, the active subscription, full subscription history, and all users belonging to that company. From the detail page you can edit the company or delete it.

The Users page lists all individual user accounts across every company. Use the search and filter bar to find users by name, email, or company. Administrators can create new users, edit existing ones, or delete accounts from here.

Subscription plans define the modules available to companies and their pricing. Create or edit a plan to set its name, billing durations (monthly, quarterly, half-yearly, annual, two-year), and the price for each duration. Plans appear on the public pricing page for companies to choose from.

Modules are the individual features that companies subscribe to (Invoices, Bills, Projects, and so on). The Modules page lists all available modules. For each module you can set a name, a monthly price, and an icon. Modules can be activated or deactivated platform-wide.

The landing page is the public-facing marketing page for PayLink Pro. Administrators can manage all content sections from the admin panel:

• Hero Section — headline, sub-headline, and call-to-action text.
• Features — a list of selling points shown in the features section.
• FAQs — frequently asked questions displayed as an expandable accordion.
• Testimonials — customer quotes shown on the landing page.
• Contact Inquiries — messages submitted through the landing page contact form.

The admin Reports page provides a platform-wide financial overview. Filter by date range to see total revenue, payment volume by gateway (Stripe vs PayPal), and a breakdown by company or module.

All system-generated emails are fully customisable. Each template has a subject line, a body with placeholder variables, and a live preview. Use the placeholder list shown beneath the editor to insert dynamic values such as the recipient's name, company name, or invoice amount. Changes are applied to all future emails of that type.

The Languages section lets administrators manage the interface translation files. Translations can be edited in-browser without accessing the server directly.

Click the avatar in the top-right corner to access your profile. Update your name, email address, or password from the Profile page. Changes take effect immediately.

All platform-level configuration lives under Settings in the admin sidebar. Settings are organized into five tabs.

Configure the outgoing email server so that invoices, notifications, and password resets are delivered correctly.

Use the Test SMTP Connection panel to send a test email to any address and confirm delivery before going live.

Connect Stripe and PayPal so that companies can pay for subscriptions and clients can pay invoices online.

Control how the platform appears in search engines and social media previews.

PayLink Pro requires a scheduled task to run every minute to process subscription expirations and send automated emails. The Cron Job tab shows the exact command to add to your server's crontab. Copy the command shown and add it to your hosting cron manager.

From the admin panel, you can view every subscription across all companies, see payment history, and configure the plans companies can choose from.

The Subscriptions page shows all active and past subscriptions. Each row displays the company name, the plan or modules subscribed to, the payment method used, the amount paid, the start date, and the expiry date.

The Reports page provides a breakdown of revenue by date range, payment gateway, company, and module. Use the date filter to compare monthly totals and identify your top-earning modules.

Every time a company completes a payment, a notification appears in the admin panel's bell icon showing the company name, the amount paid, and the payment method used.

Navigate to Setup → Users and click New User. Fill in the following:

The Feature Permissions section lists every module in your active subscription. Tick a feature to grant access; untick it to revoke access. Changes take effect the next time the user loads a page.

Click the ⋮ menu on any user row and choose Edit to update their name, email, password, or permissions. Choose Delete to permanently remove the account. The company owner cannot be deleted.

Every client record in PayLink Pro automatically creates a Client Portal login. Clients can log in to view their projects, invoices, meetings, and support tickets.

Click New Client in the top-right corner of the Clients page.

Deleting a client also permanently removes their portal login and avatar. Projects, invoices, and other records linked to the client are not deleted — they remain but will show the client name as blank.

After logging in, clients see a dashboard with summary cards:

Clients can view all their projects from My Projects in the portal. Each project shows its status, priority, due date, and an overall progress bar.

Opening a project reveals two tabs:

• Features — An expandable accordion listing each project deliverable. Clients can read tasks, submit reviews, and send messages in the discussion thread.
• Payment Phases — A timeline of billing milestones showing which phases are paid, pending, or overdue.

For each project feature, clients can submit a review by clicking Add Your Review. They choose a decision (Approve, Request Changes, or Reject), an optional star rating, and an optional comment. Reviews are visible to both the client and your team.

Each feature has a live discussion thread. Clients can type messages, attach files (up to 20 MB), or record voice messages using the microphone icon. Team messages appear on the left; client messages appear on the right.

When your team posts a comment, the client receives an in-app notification and is taken directly to the relevant feature when they click it.

The Payment Phases tab shows a vertical timeline of billing milestones. Each phase card shows the title, amount due, due date (highlighted red if overdue), and status. A summary below the timeline shows Total, Paid, and Outstanding amounts.

The bell icon in the portal shows recent activity. Clients receive a notification whenever a team member posts in a feature discussion. Clicking it takes them directly to that feature with the discussion box highlighted.

Clients can open support tickets from the Support Center page in the portal. See the Support Tickets section for full details on the ticket workflow.

Create, send, and track invoices for your clients. Collect payment online via Stripe or PayPal, or record manual payments. Invoices can be created manually or generated automatically from a project's tracked hours.

Click New Invoice. Choose one of two types:

When you select a project billed by the hour, the system finds all uninvoiced time log entries and converts each one into a line item (task name, hours, hourly rate, amount). After saving, those time logs are marked as invoiced so they will not appear on future invoices.

Add, edit, or remove line items freely. Each row has a description, quantity, and unit price — the amount column updates automatically.

Both discount and tax support two modes:

When creating or editing a Pending invoice, tick Send Payment Link to email the client a secure, unique URL where they can pay online. The payment link can also be copied at any time from the invoice detail page or the actions menu.

Navigate to Invoice Settings in the sidebar to customize your PDF invoices. A live preview updates as you make changes.

Use the toggles to show or hide optional sections: Customer Address, Tax, Discount, Notes, Terms & Conditions, and Signature Field.

The Bills module tracks money you owe to suppliers, contractors, and service providers. Record bills and log payments against them.

Add one or more line items to the bill. Each row has a description, quantity, and unit price. The bill total updates automatically. Apply a discount and tax using either a percentage or a flat amount.

When a bill is marked as recurring, the system creates the next bill automatically when the current one's due date passes. Recurring bills show a Recurring badge in the list. Stop the recurrence at any time by editing the bill and unchecking the recurring option.

The remaining balance and status update immediately. When the total paid equals the bill amount, the bill is automatically marked as Paid.

Open a bill's detail page and click Download PDF to download a formatted copy.

The Report section under Bills lets you filter activity by date range, vendor, or status, and see totals for paid, pending, and overdue amounts.

Plan, track, and deliver client work. Each project contains features (major deliverables), tasks (individual work items), a discussion thread, client reviews, and payment phase milestones.

Features are the major deliverables within a project. They appear as an expandable accordion on the project detail page.

Each feature has two status types:

• Feature Status — internal team progress tracking. Statuses marked as "completed" count towards the project progress bar.
• External Status — a separate label for what has been communicated to the client (e.g. "Awaiting Client Sign-off").

Click a status badge directly on the feature header to change the status inline without opening the edit form.

Tasks are individual pieces of work within a feature. Each task has a title, status, priority, assigned team member, due date, estimated hours, description, review notes, an optional file attachment, and a checklist of notes.

Task checklist: Each checklist item can be ticked off independently as work progresses. Items are always appended on edit — existing ones are never overwritten.

Archiving: When a task reaches a completed status, the Key Person can archive it from the Kanban board. Archived tasks are removed from all task lists and cannot be un-archived.

The Kanban board shows tasks as cards in columns, one column per status. Drag cards between columns to update the status — changes save automatically. Drag cards within a column to reorder them (order persists across page loads).

Track billing milestones agreed with the client. Each phase has a title, amount, due date, and status.

Mark a phase's status as the "completed state" to automatically record the paid date and update the totals summary.

For hourly projects, team members log hours worked against specific tasks. Each log entry captures the task, hours, optional description, and date. When a project invoice is created, all uninvoiced time logs become line items automatically.

The My Tasks page shows only tasks assigned to you across all projects. Filter by project, feature, status, or priority. Change a task's status inline by clicking its badge in the list.

Each feature has a discussion thread for team-client communication. Post messages, attach files (up to 20 MB), or record voice messages. Both parties receive notifications when the other side posts. Clicking a notification takes you directly to the relevant feature with the discussion box highlighted.

Record and track all money coming in and going out of your business in one place.

Click New Transaction and select the type — Income (money received) or Expense (money spent).

Click the gear icon beside Category or Payment Method to add, rename, or delete values inline without navigating away.

The Report page provides a visual and tabular breakdown of activity. Filter by date range, type, and category, then view:

• Stat cards — Total Income, Total Expense, Net Balance, Transaction Count.
• Grouped bar chart — income and expense side by side per month.
• Donut chart — proportion of income versus expense.
• Top Categories — ranked table by total value.
• Transactions table — paginated list (25 per page).

Click Export CSV to download all matching transactions as a spreadsheet file.

Track money you owe to others (debts) and money others owe to you (loans) in one unified view. Use the All / Debt / Lend tabs to filter the list.

From the detail page, click Add Payment (debt) or Payment Received (loan). Enter the amount, date, payment method, optional reference number, receipt file, and a note.

The remaining balance and progress bar update immediately. When the total paid reaches the full amount, the record is automatically marked as Fully Paid.

Schedule and manage online or in-person meetings with clients and staff. If Zoom is connected, meetings are created and synced automatically.

Connect your Zoom account under Settings → Zoom. Once connected, meetings created in PayLink Pro are automatically created in Zoom. Editing a meeting also updates Zoom. Deleting removes it from Zoom as well.

Use the Upcoming / Past / All toggle to switch between views. Filter further by keyword and date range. Upcoming meetings are ordered soonest first; past meetings are ordered most recent first.

Clients who are added as attendees can view their meetings from the Meetings section of the Client Portal. They can see the join link, meeting ID, and passcode, and join with one click. Clients cannot create or edit meetings.

When attendees are added to a new meeting, each receives an email notification with the meeting title, date, platform, duration, and join link — provided the Meeting Assigned Notification is enabled in Settings. An in-app notification is also sent.

Receive, manage, and respond to support requests from clients. Clients open tickets through their portal; your team handles them from the main panel. Every reply sends an email notification to the other party.

Tickets are listed in order of most recent activity. Each row shows the ticket ID, subject, client, assigned team member, priority badge, status badge, and last activity time. Filter by keyword, status, priority, or assigned team member.

Opening a ticket shows the full conversation thread on the left and a ticket info panel on the right. Staff replies appear on the left with a blue accent; client replies appear on the right with a grey accent.

Use the Reply composer to type a message and optionally attach one file per reply (same formats and 10 MB limit). Click Send Reply. The client receives an email with the reply content.

Change the ticket status inline using the Status dropdown in the right panel — no need to open an edit form.

Clients open new tickets by clicking Open Ticket from the Support Center page in their portal. When a client submits a ticket, a staff member is automatically assigned. The assigned staff member receives an email and in-app notification.

Clients can view the full conversation, reply, attach files, and change the ticket status themselves (for example, to mark it resolved when their issue is addressed).

Ticket statuses, priorities, and categories are configured under References → Support Tickets. Changes are reflected immediately across all ticket forms and filters.

Catalogue your equipment and physical assets, track assignments to team members, and log maintenance records.

Check Out assigns an asset to a team member. Open the asset detail page, click Check Out, select the user, and set an optional expected return date. The asset status changes to Checked Out.

Check In returns an asset. Click Check In on the asset detail page. The user assignment is cleared and the status returns to Available.

Log service events for each asset from its detail page. Click Add Maintenance and fill in the maintenance type, date, cost, who performed the work, and any notes. The asset's status changes to In Maintenance while a record is open. Marking the record complete returns the asset to its previous status.

Asset models provide a reusable set of specifications (manufacturer, model number) that can be linked to multiple assets of the same type. Manage models from the sidebar under Asset Management.

Custom fields let you store additional information that varies by asset type — for example a screen resolution for monitors or a license plate for vehicles. Group fields into Field Sets and assign a field set to a category so the right fields appear automatically when creating or editing assets in that category.

Asset categories, statuses, and conditions are configured under References → Assets. Changes are reflected immediately across all asset forms and filters.

This section covers how companies register, start a free trial, choose modules, and pay for a subscription.

1. Submit Email. Enter the company email address. A verification link is sent and is valid for 24 hours.
2. Complete Account. After clicking the link, fill in the company name, owner's name, password, and choose the modules you want to use. The account is created, selected modules are assigned, and a free trial starts automatically. A welcome email is sent with login credentials and the trial expiry date.

The Checkout page shows the modules in your cart, the billing duration selector, and the order summary. Select Stripe (credit/debit card) or PayPal as the payment method, then click Pay Now. You are redirected to the gateway's payment page and returned to PayLink Pro automatically after payment.

Once payment is confirmed, PayLink Pro:

• Deactivates any previous subscription (history is preserved).
• Creates a new active subscription with the modules, duration, amount paid, start date, and expiry date.
• Clears the cart.
• Sends a confirmation email to the company owner.
• Notifies the platform admin in-app.

Install new releases of PayLink Pro through the browser without using the command line. Navigate to Setup → Version Update in the admin sidebar. The current installed version is shown at the top of the page.

Drag a release zip file onto the upload area, or click the area to open a file browser. The file must be named in the format paylink-v-X.X.zip and must not exceed 100 MB. Click Upload Package. The system validates the file structure before accepting it. Once uploaded, the package appears in the Uploaded Packages table.

1. Click the play button next to an uploaded package.
2. Choose whether to Run Migrations (enabled by default). Leave this on unless you plan to run database changes manually.
3. Click Install Update. The system extracts all files, clears all caches, runs migrations if selected, records the installation, and removes the uploaded package file.
4. The page reloads and the current version display updates to the new version.

The Uploaded Packages table lists packages that have been uploaded but not yet installed. You can install or delete each package from this table. Deleting removes the file without installing it.

A full log of every update installed through this page. Each row shows the version number, release notes (if included in the package), the administrator who installed it, and the date and time.