How do I use Payment links to create a payment?

Using Payment Links to Create a Payment on Paytia

Step 1: Login
Ensure you are logged into the Paytia merchant portal to begin.

Starting a Payment

1. Access Payment Links:
   On the left-hand side menu of the merchant portal, click on the Payment Links category, and then select Payment Links Transaction.
   
   
   

2. Choose Payment Method:
   Decide if you want to send a Payment Link or a QR Code to your customer.

3. Fill in Transaction Details:

   • Select Gateway: Choose the payment gateway you will use.
   • Enter Email Address: Input your customer’s email address to send the link.
   • Description: Add a description of what the payment is for.
   • Customer Information: Include the customer's first name, last name, and account/reference number, if applicable.
   • Amount to Charge: Specify the payment amount in the correct currency.
     

4. Submit the Payment Request:
   Once all the transaction details are completed, click Submit Payment Request to generate the Payment Link or QR Code.
   
   

Reviewing and Sending the Payment Link

1. Preview Payment Request:
   Before sending, review the payment link details by clicking the Preview button to ensure everything is accurate.

2. Send to Customer:
   Click Send Email to Customer to dispatch the payment request. The customer will receive an email with a clickable payment link or QR code.
   
   

Managing Payment Links

1. Access Payment History:
   Navigate to the Reports and Alerts section, then select Ecommerce payment report to view all sent payment links.
   
   
   

2. Track Payment Status:
   In the Ecommerce payment report, monitor the statuses:

   • Not Open: The link has not been accessed.
   • Pending: Payment is still incomplete.
   • Complete: Payment has been successfully processed.

3. Actions:

   • View: View detailed payment information.
   • Resend Email: Resend the payment link to the customer, if needed.
     
     
     

Adjusting Payment Link Settings

1. Locate Feature Settings:
   Under the Settings menu, click on Feature Settings to access configurations for Payment Links.
   
   
   

2. Set Link Validity Period:
   Configure how long the payment link remains valid by adjusting the days, hours, and minutes. Expired links will no longer be usable by customers.
   
   
   

3. Default Format Setting:
   Choose whether payment requests are sent as hyperlinks (Payment Link) or as QR Codes by default.
   
   
   

Additional Notes

• Transaction Logs: Keep track of processing fees and statuses in the Payment Links Report.
• Customization: Personalize the email content and appearance of the payment links to align with your business branding.
• Support: If a payment link expires or encounters issues, resend the request or adjust the settings as needed.

By following these steps, you can seamlessly create and manage Payment Links to collect payments from your customers using the Paytia platform.