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To track a payment link, select Select Requested payments under the Payments tab or the Request a payment button on the dashboard.
How does it work?
This page displays all payment links that have been created, showing the created date/time, customer's name, email/phone number, reference, amount,
date/timepayment method, payment
methodtype, reminder, which MID was used to request the payment
,and status.
You can use the available filters to find the payment link you
are looking forwant.
Date - This is the date and time of the payment link’s creation, not the actual payment.
Select Search - Select the desired field and enter text/number for Customer Name, Email, Customer Mobile, Reference or Amount.
User - Filters the payment link's created by different users.
Status - This is the status of the payment from the customer.
Paid - The customer has processed the transaction on the payment page.
Unpaid - The payment link has been sent but not paid.
Cancelled - The payment link has been cancelled,
meaning the payment page will no longer exist.
Resent - You have resent the payment.
Payment attempted - The customer attempted to make a payment, but the transaction did not go through.
Expired - The payment link was not completed before the expiry date, and is now expired and unable for use.
Select merchant name/ID - Filter the payment links based on the Merchant ID (
blink page) they were created under.
User - Filters the payment links created by different users.
Payment method - This displays the payment method (open
banking, card or Direct Debit) that your customer
used to pay you.
Payment type- This displays the type of payment that this payment link has (e.g. Sale, Preauth, Verify, Repeat payment)
Select Search - Select the desired field and enter text/number for Customer Name, Email, Customer Mobile, Reference or Amount.
Action buttons
Each payment link has
anaction button(s):
If the customer has processed the transaction, you will see a “View transactions” button.
This will take you to the Transaction history page to view the transaction and status.If the payment type was “Repeat payment”, an additional button named “View schedule” is displayed. This will take you to the Manage repeat payments page to view the actual schedule that was created and its progress.
If the transaction has not been processed, you will see
"Resend" and "Cancel" buttons .
Resend -
Opens a popup displaying the link 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.
Cancel - This cancels the payment link request. The payment page will no longer exist.
Editing email/number of payment link
When resending a payment link, the customer can amend the email or mobile number originally used.
In addition to resending the payment link, this will also update the customer email on the payment link.
Requested payments
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Please note: The url for the payment link will not change, so the original recipient of the payment link will still have access to it |
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Step 1 - Click on the resend action button  Step 2 - Click on edit  Step 3 - Choose and edit how you want to send the payment link and click on send payment link  |
Editing reminders on a payment link
Reminders can also be changed or turned off.
If a payment link has a reminder active, there will be a clock symbol at the end of the line.
Click the clock symbol to switch off or change the frequency of the reminder by clicking the clock symbol.
Additional details
To view more details about a payment link, simply select it and it will expand to show you its statusfurther details. This includes information such as when the payment link was created or, when it was sent, whether the recipient has opened the link ,and if the link has been resent , and if any transactions have been processed through it. It also displays the user who created the payment link, and (if there was one) the added note. |