How It Works

Charge Transaction

When you create a Transaction, a unique PayLink is generated.
This link can be emailed manually or automatically to your customer for payment. See our Use Cases for specific examples.

• PayLink Configuration field
  Either set manually or if you have a default PayLink configuration record, it will be set automatically.
  

• There are five fields that populate onto the PayLink Screen: Amount, Currency, Contact or Account, Due Date, and Description from the Transaction record.

Payment Process

When your customer receives the PayLink, they will:

• Select "Pay" in the top right corner.
• Enter their Payment Method and click Pay. (By default, a postal code is only required for users from the USA and Canada. It is optional for all other countries.)
• Review and accept the Terms and Conditions.
• Download their receipt (printer icon).
  If you enabled Email Receipts, they will receive a receipt too.

Next Steps

• Completed Card Transaction
• Completed ACH Payment