A payment link is a URL the customer opens to pay. You can track attempts and the paid amount on the link.
Who can use this. You need payment_links.index, or super admin.
Before you start. Know the amount, the customer, and whether the payment is Single, Split, or Partial. 3D Secure and fraud prevention checkboxes appear when the business allows them.
Steps
- Open Payment Links.
- Choose Create Payment Link.
- Select the customer, amount, due date, and payment type: Single, Split, or Partial.
- Set Enable 3D Secure and Enable Fraud Prevention when you want those checks.
- Save. The toast says Payment link created successfully.
- Use Copy Link or Share Link. You can paste that URL into an email or a message. The dashboard does not add a separate social-network button.
- Filter the list by Pending, Partially Paid, Paid, Auth Only, or Expired.
- Open the link and use Payment Attempts to see tries that did not become a transaction.
| What you see | Meaning | What happens next |
|---|---|---|
| Pending | The stored status for a new link is CREATED. The filter label is Pending. | The customer has not finished paying. |
| Partially Paid | Some of a split or partial amount is paid. | The screen can show paid and remaining amounts. |
| Paid | Paid in full. | Fulfill the order. The card row is in Transaction History. |
| Auth Only | Authorized, not captured as a final sale. | Do not treat it as a captured sale until the later capture exists. |
| Expired | The link will not take payment. | Send a new link if you still need the money and there is no APPROVAL. |
| One-time use and Multiple use | Labels for how the link can be reused. | An expired or paid link still will not take another full payment. |
After you save or submit. Copy Link does not collect money. The customer payment does. You can delete a link only after you confirm the delete prompt. Deleting does not refund a payment that already succeeded.
Example. Example only: Example Cafe creates a Single link for 42.00, copies it, and sends it to fictional customer Casey Lee. The list shows Pending until Casey pays. Then it shows Paid, and Transaction History shows Payment Link and APPROVAL.
Troubleshooting
- The customer says the link will not open. Confirm it is not Expired and that you copied the latest URL.
- 3D Secure failed. See the 3D Secure article. Check attempts before you create another link.
- You turned 3D Secure off but it stays on. The business may be forced. The banner says the setting cannot be changed.
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