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Requested Payments


Overview

In the Requested payments tab, you can keep track of the PayLinks that you have sent. This allows you to view the customer's interaction with a PayLink, as well as cancel or resend the link or reminder. You can also export this data to CSV.

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 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. You 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 the desired field and enter text/number for Customer Name, Email, Customer Mobile, Reference or Amount.

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

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, which means that the payment page will no longer exist.

  4. Resent - You have resent the payment.

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

Select merchant name/ID - Filter the PayLinks 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 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 page to view the transaction and status.

    2. If the transaction has not been processed, you will see the "Resend" and "Cancel" buttons.

      1. Resend - Displays 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.

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

    3. You can amend the contact details on paylink.

Requested payments

 Amend contact details on paylink

Step 1 - Click on the resend action button

Step 2 - Click on edit

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

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

Additional details

  1. To view more details about a PayLink, 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 has been resent, and if any transactions have been processed through it.

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

Video Tour

Requested Payments HD - 9 May 2022.mp4

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