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Overview

Within the Requested Payments tab, you will be able to track the PayLinks, meaning you can see if and how the customer has interacted with a PayLink as well as cancel or resend the link.

Requested Payments

Navigation

To track a PayLink, select Requested Payments under the Payments tab viewable once you click on show all (Payments → Requested Payments).

screenshot

How does it work?

  1. This page displays all PayLinks that have been created, showing the Customers name, email/phone number, reference, amount, date/time and status of each one.

  2. Locate the desired PayLink using the filters available.

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

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

    3. User - Filters the PayLinks created by different Users.

    4. Status - This is the status of the PayLink request sent by the merchant, not the actual payment from the customer.

      1. Paid - The customer has processed the transaction on the payment page. (This does NOT mean that the amount was captured, just that the payment page has been used for a transaction. It may have been declined).

      2. Unpaid - Customer has not attempted to process a transaction.

      3. Cancelled - PayLink has been cancelled. The payment page will no longer exist.

  3. 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 page, where you can view the actual transaction and its status.

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

      1. Resend - Displays the link of 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.

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 Requested Payments

Additional details

  1. Select a PayLink to expand it. This displays a breakdown of the PayLinks 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. It also displays the User who created the PayLink, and (if there was one) the added note.

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