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Requested Payments

Table of Contents


Overview

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

Navigation

To track a PayLink, select Requested Payments Select Requested payments under the Payments tab or the Request a Payment payment button to track a payment link.

How does it work?

  1. This page displays all

PayLink's

  1. payment links that have been created

. Showing

  1. , 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

of each one

  1. .

Locate the desired PayLink using the filters available

  1. You can use the available filters to find the payment link you want.

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

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

User - Filters the PayLink's payment links 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

  1. the payment link has been sent but not paid.

  2. Cancelled -

PayLink

  1. The payment link has been cancelled

. The

  1. , meaning the payment page will no longer exist.

  2. Resent - You have resent the payment.

  3. Payment attempted - The customer

has tried to pay

  1. attempted to make a payment, but the

payment

  1. transaction did not go through.

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Each PayLink

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

Payment method - This displays the payment method (open baking, card or Direct Debit) that your customer used to pay you.

  1. Each payment link 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

    1. history page to view the

actual

    1. transaction and

its

    1. status.

If the customer

    1. You will see the "Resend" and "Cancel" buttons if the transaction has not

processed the transaction - you will see a ”Resend button” and a “Cancel” button

    1. been processed.

      1. Resend - Displays the link

of

      1. 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

      1. payment link request. The payment page will no longer exist.

Requested Payments

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Additional details

Select a PayLink to expand it. This displays a breakdown of the PayLink's status, including when it was initially generated or sent if the link has been opened yet, if the link was resent and if it has had a transaction processed

    1. You can amend the contact details on the payment link.

Requested payments

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Expand
titleAmend contact details on payment link

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 payment link and click on send payment link

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2. Click the clock symbol to switch off or change the reminder.

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Additional details

  1. To view more details about a payment link, simply select it and it will expand to show you its status. This includes information such as when the payment link was created or sent, whether the recipient has opened the link, if the link has been resent, and if any transactions have been processed through it.

    1. It also displays the

User

    1. user who created the

PayLink

    1. payment link, and (if there was one) the added note.

Video Tour

Requested Payments HD - 9 May 2022.mp4