Our handy guide walks you through the steps to generate a payment link
Sending a payment link
- Log into the virtual terminal
You'll need your Virtual Terminal to create a payment link. When you join us, we'll send you a username and password that you can use to log in to the Virtual Terminal and from there you'll be able to create a payment link.
- Select ‘Generate a payment link’
Select generate a payment link on the virtual terminal homepage payment form, under ‘Order Information’.
- Set a link expiry date
Set the date you want your payment link to expire, the maximum is 182 days from the day you create it.
- Enter a unique order number
The unique order number will help you locate the order later if you need to review it, refund it or reissue a receipt. If you don’t enter one we’ll generate one for you.
You can also enter a purchase order number if required.
Note: Optional fields such as this can be removed from appearing in your virtual terminal pages page via the Administration menu.
- Enter the order amount
Enter the total amount of the order, or you can enter the subtotal plus and applicable shipping costs and VAT and we’ll do the math for you
- Enter the customer information
The customer ID is a unique identification number you can choose (optional), if you have a customer that buys from your frequently this can help locate payments quickly.
Enter the customer name and address information.
Include your customer’s email address if you wish to send email confirmation of the order (these can be turned on/off via the Administration menu).
- Enter delivery information
If you’re shipping goods you can capture your customers delivery information here, otherwise skip this section.
- Leave a note for your staff or customer
Use the comments box to add any extra details you need for the customer or for your staff. Whatever you include here will be visible on your customer email confirmation if you sent one.
- Review and confirm
Review everything you’ve inputted is correct. Go back by clicking the ‘Back’ button or click ‘Submit’ to confirm the order and take payment.
- Copy the payment URL
You’ll find the payment link or URL on the transaction result page. From here you can copy and paste it to send to your customer through whichever channel you wish.
Checking the status of a payment link
- Head to ‘Reports’
Head to ‘Reports’ > ‘Transactions’ > and filter to find the transaction you wish to check.
- View the ‘Approval’ column
In the ‘Approval’ column you’ll see '?:PaymentURLcreated:' if the payment link has not yet been used to make payment by your customer.
Once your customer has made payment, you’ll see the authorisation code in this column. E.g. Y:223139:4574777401:PPX :734705
Making payment through a payment link
- Customer should enter their card details
Clicking the payment URL will direct a customer to the payment page, this can be customised to your businesses look and feel.
- Verify the amount to pay
Your customer will be able to see the amount to be debited from their card on the right hand side of the payment page, including any charges for delivery.
- Entering their card details
The customer simply needs to enter their debit or credit card details into the fields on the payment page and press ‘Continue’.
- 3D secure check
If your customer is enrolled to 3D secure with their bank, they’ll automatically be diverted to their banks security verification check.