This interactive guide will show you how to create a Payment Link in the Merchant Portal.
Upon logging in to the Payments Portal (click here to log in), you will be directed to the payments module where you can see all of your recent payments. From the left-side navigation bar, proceed by clicking on "Payment Link." After clicking on "Payment Link," a drop-down menu will open.
From the drop-down menu, click on "Create Link."
After clicking on "Create Link," you will be directed to the Create Payment Link module where you can begin creating your custom payment link. The first field that you must fill out is the reference type from the drop-down menu at the top of the page. In this example, we will select Invoice Number from the drop-down menu. Other options for reference type are Account Number, Policy Number, Quote ID, or Other.
After selecting Invoice Number, enter the Invoice Number in the field.
After entering the Invoice Number, you will select the accepted Payment Method whether that's ACH, Card, or both. Next, you will enter the payment amount.
After entering the payment amount, you will select a validity period for the payment link. This validity period is the period of time that the payment link will be active, after this time, the payment link will be expired.
Now you will enter the Purpose of Payment, in this example we will use Errors & Omissions insurance.
For additional details, by default setting the Shopper will be asked to fill in their details. You also have the option to fill in the Shopper yourself or to waive additional shopper details.
For the last step, you will edit the Confirmation Page details to include the default message, a custom message, or to redirect to your website.
Finally, once you have confirmed all details, you will click on "Create Payment Link."
You will now see a confirmation dialogue box appear where you can copy your newly created payment link!
If you need assistance or have further questions, please refer to our self-service Knowledge Base!