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Requested Payments


Overview

Within the Requested 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 and cancel or resend the link.

Navigation

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

How does it work?

  1. This page displays all PayLink's that have been created. Showing the customer's name, email/phone number, reference, amount, date/time, payment method 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’s 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 PayLink's created by different Users.

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

      4. Resent - You have resent the payment.

      5. Payment attempted - The customer has tried to pay, but the payment did not go through.

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

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