How It Works
- 08 Apr 2024
- 1 Minute to read
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How It Works
- Updated on 08 Apr 2024
- 1 Minute to read
- Print
- DarkLight
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Existing PayLink Customers
If you used PayLink prior to the upgrade, click here.
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 Configurationfield
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,ContactorAccount,Due Date, andDescriptionfrom the Transaction record.
Multiple Payment Gateways
Enter a value in Payment Gateway before saving.
PayLink will use the default Payment Gateway if that field is empty.
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.
Pay Button
Uses Stripe.js to collect card information from the user and stays PCI compliant. Learn more about Stripe.js