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Requested Payments

Table of Contents


Overview

Within In the Requested Payments payments tab, you can track your sent PayLinkskeep track of the PayLinks that you have sent. This means you can see if and how the customer has interacted allows you to view the customer's interaction with a PayLink, as well as cancel or resend the link or cancel the PayLink reminder. You can also export this data to CSV.

Navigation

To track a PayLink, select Requested Paymentspayments under the Payments tab or the Request a Payment payment button.

How does it work?

  1. This page displays all PayLink's PayLinks that have been created, showing the customer's name, email/phone number, reference, amount, date/time, payment method, reminder, which MID was used to request the payment, and status.

  2. Locate the desired PayLink using the filters availableYou can use the available filters to find the PayLink you are looking for.

Date - This is the date and time of PayLink’s creation, not the actual payment.

Select Search - Select from the desired field and enter text/number for Customer Name, Email, Customer Mobile, Reference or Amount, and enter the desired text/number in the following field.

User - Filters the PayLink's created by different Usersusers.

Status - This is the status of the payment from the customer.

  1. Paid - The customer has processed the transaction on the payment page.

  2. Unpaid - PayLink has been sent but not paid.

  3. Cancelled - The PayLink has been cancelled. The , which means that the payment page will no longer exist.

  4. Resent - You have resent the payment.

  5. Payment attempted - The customer has tried to payattempted to make a payment, but the payment transaction did not go through.

Select merchant name/ID - Filter the PayLinks based on the Merchant ID (MID) under which they were created under.

Payment method - Have you received payment through card, Direct Debit, or open banking?This displays the payment method (open baking, card or Direct Debit) that your customer utilized to make the payment to you.

  1. Each PayLink has an action button:

    1. If the customer has processed the transaction, you will see a “View transactions” button. This will take you to the Transaction History history page to view the actual transaction and its status.

    2. If the customer transaction has not been processed the transaction - , you will see a ”Resend button” and a “Cancel” buttonthe "Resend" and "Cancel" buttons.

      1. Resend - Displays the link of to the payment page and the ability to resend the payment request to the previous Email/Phone number entered or send it to new ones.

      2. Cancel - This cancels the PayLink request. The payment page will no longer exist.

    3. You can amend the contact details on paylink.

Requested Paymentspayments

Amen

Expand
titleAmend contact details on paylink

Step 1 - Click on the resend action button

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Step 2 - Click on edit

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Step 3 - Choose and edit how you want to send the paylink and click on send paylink

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2. You can also switch off or change the reminder by clicking the clock symbol.

Additional details

  1. Select To view more details about a PayLink to expand it. This displays a breakdown of PayLink's status, including when it was initially generated or sent if the link has been opened yet, simply select it and it will expand to show you its status. This includes information such as when the PayLink was created or sent, whether the recipient has opened the link, if the link was has been resent, and if it has had a transaction processedany transactions have been processed through it.

    1. It also displays the User user who created the PayLink, and (if there was one) the added note.

Video Tour

Requested Payments HD - 9 May 2022.mp4