Requested payments

Owned by Yash Aryan (Unlicensed)
Last updated: 20 December 2023 by Sara Jacobs
4 min read


Overview

In the Requested payments tab, you 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

Select Requested payments under the Payments tab or the Request a payment button to track a payment link.

How does it work?

  1. This page displays all payment links 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 payment link you want.

 

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 links 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 - the payment link has been sent but not paid.

  3. Cancelled - The payment link has been cancelled, meaning 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 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 page to view the transaction and status.

    2. You will see the "Resend" and "Cancel" buttons if the transaction has not been processed.

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

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

Requested payments

 

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

 

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

 

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

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