---
title: How to use PayLink
description: PayLink Instructions
---

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1. [MenuMetric Help Page](https://support.menumetric.com/?hsLang=en)
2. [Product Contracting](https://support.menumetric.com/product-contracting?hsLang=en)

# How to use PayLink

## PayLink Instructions

Initially, you [go through your sale](https://support.menumetric.com/steps-to-sale?hsLang=en) as usual until you get to the *[Forms Page.](https://support.menumetric.com/forms-page?hsLang=en) #2. Product Contracting.*

- To change the lender for individual products you will navigate to the row of the product you wish to change.
- Drop open the *Lender* field. (See highlighted red below.)  ![](https://support.menumetric.com/hubfs/image-png-Nov-24-2021-08-51-31-09-PM.png)

 

- When the dropdown opens, you can select *PayLink*.   
  ![](https://support.menumetric.com/hubfs/image-png-Nov-24-2021-08-58-18-33-PM.png)
- Mark your product sold.

![](https://support.menumetric.com/hubfs/image-png-Nov-24-2021-09-07-46-98-PM.png)

- Repeat the last 4 steps as needed for all of your PayLink products. 

Note: Once your product is marked sold, your Product Lender is locked. To make edits to your Product Lender simply uncheck the *Sold* box. Make your edits. Re-check the *Sold* box when complete. 

- Now that all of your products have the correct product lender you can generate your contracts. Select the *Generate All* button.  
  ![](https://support.menumetric.com/hubfs/image-png-Nov-24-2021-09-09-42-12-PM.png)
- Your product *Status* will change to a red PDF symbol when contracts have been successfully generated.   
  ![](https://support.menumetric.com/hubfs/image-png-Nov-24-2021-09-11-06-75-PM.png)
- To display and review your contract, use the *Display All* button.   
  ![](https://support.menumetric.com/hubfs/image-png-Nov-24-2021-09-12-25-42-PM.png)
- The right half of your screen will populate with the contracts where you may review them.  
  ![](https://support.menumetric.com/hubfs/image-png-Nov-24-2021-09-13-33-23-PM.png)

 

- To complete the PayLink process you will use the black arrow to open up #*4. Product Lender Contracting*.   
  ![](https://support.menumetric.com/hubfs/image-png-Nov-24-2021-09-16-33-67-PM.png)
- From here you will select the blue *Contract* button.   
  ![](https://support.menumetric.com/hubfs/image-png-Nov-24-2021-09-16-55-93-PM.png)
- The right half of your screen will transform to the *PayLink Direct - Payment Plan Infomation*. From here you can fill in any of the needed information.

*![](https://support.menumetric.com/hubfs/image-png-Nov-24-2021-09-19-09-72-PM.png)*

 

- Once you have filled in all of the remaining information, you can click the grey *Continue To e-Signature Page* button.
- When complete with your PayLink e-Signature page you may return to the MenuMetric system to log your deal. 

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