Task Flow Mickael Rutembya · Flow Atlas

Owner Issue Payment Link

/owner/payment-link/

Atomic steps for an owner to generate and send a payment link to a client for a quote or invoice.

Task intent

What the user is trying to do

« Generate a secure payment link and send it to a client to collect payment. »

Entry points

ElementDestination
Quote detail Send payment link/owner/payment-link/
Invoice detail Collect payment/owner/payment-link/
Dashboard Payment shortcut/owner/payment-link/

Flow

Adjacent routes — click a node to open it.taskflow
flowchart TD A["Start: owner opens payment link"] --> B["/owner/payment-link/"] B --> C["Select quote or invoice"] C --> D["Set amount and expiry"] D --> E["Generate payment link"] E --> F["Copy or send via email"] F --> G["Track payment status"] G --> H["End: payment link sent"] click B "https://mickael-umt.com/owner/payment-link/" "Open Payment Link" click H "https://mickael-umt.com/owner/payment-link/" "Open Payment Link"

Step inventory

IDStepActionSystem state
S1Open formNavigate to payment link formForm loaded
S2Select contextChoose quote or invoiceContext bound
S3ConfigureSet amount and expiryParameters set
S4GenerateCreate secure linkLink created
S5SendCopy or email linkLink distributed
S6TrackMonitor payment statusStatus updated

Flow scenario

Scenario OP1

Owner sends payment link for accepted quote

Trigger

  • Owner opens payment link from quote detail
  • Quote accepted; payment needed

Experience

  1. Payment link form loads with quote context.
  2. Owner confirms amount and sets expiry.
  3. Generates link and sends to client.
  4. Tracks payment status until settled.

Trust and safety rules

  • Payment link is single-use and time-limited.
  • Link is logged with owner and client context.
  • Expired links require regeneration.

Interaction rules

  • Link generation is immediate.
  • Email template is customizable.
  • Status transitions: sent, viewed, paid, expired.

Result states

StateWhat the user seesWhat happens next
FormPayment link configurationOwner generates link
SentLink and tracking viewClient pays or link expires
PaidPayment confirmedOrder fulfilled