Payment links
A payment link lets a customer pay for an order from a link you send them by SMS, email or WhatsApp. Payments > Payment links lists every link with its status, and each link's page shows who opened it, how they paid and what you received.
Payment links need Zid Payments to be active, or a payment provider connected from Other payment providers, and a Zid plan that includes payment links. Viewing links needs the staff permissions to view Zid Payments and payment links. Copying, sharing, cancelling and reactivating links need the permission to manage payment links.
Create a payment link
You create a payment link from a manual order: choose Payment link as the order's payment method, set the link's options, then place the order.
Go to Orders > Manual orders and create an order, or select Create order on the empty Payment links page.
Add the customer and products, then choose Payment link as the payment method.
Under Link details, set:
Used language: Arabic or English, the language of the payment page.
Link expiry date: after this date the customer can no longer pay.
Customers must agree to the terms and conditions.: tick it to make the customer accept your terms before paying.
Payment methods supported: turn on the online payment networks and BNPL services the customer can use, or turn on All Payment Methods.
Sample data from a demo store.
Under Send by, choose to send the link by SMS, by email, or both. WhatsApp sharing is available after you place the order.
Select Save, then place the order.
Manual orders explains the rest of the order form.
Sending links by SMS needs the SMS option turned on in Zid Payments settings and a balance of order notification messages.
What your customer sees
The customer receives the link in the language you chose, by the channels you picked.
Opening the link takes them to a secure payment page for the order. The link's status changes to Viewed, and Link opening count on its page goes up.
The page shows the link number with its creation and expiry dates, the customer's name, mobile number and email, each product with its quantity and price, and the total with shipping and any discount code applied. It offers only the payment methods you turned on for the link, and if you required it, the customer must accept your terms and conditions before paying.
Once the payment goes through, the link's payment status becomes Completed and the order is paid. A failed attempt is recorded in Payment history with its reason. 5. After the expiry date, or after you cancel the link, the customer can no longer pay with it.
Payment links list
| Column | What it shows |
|---|---|
| Id | The link number. Select it to open the link |
| Order id | The order the link belongs to. Opens the order in a new tab |
| Customer / Mobile | Who the link was sent to |
| Price / Currency | The amount to pay |
| Link status | Where the link is in its life cycle |
| Payment status | Whether the customer has paid |
| Created date | When the link was created |
| Expiry date | When the link stops working |
Use the copy icon on a row to copy the link, and View to open it. Search finds a link by its details, and the filter icon filters by Payment link status, Payment status, date range, From amount and To amount, and Country.
Link statuses
| Status | Meaning |
|---|---|
| Created | The link exists but has not been sent yet |
| Sent | The link was sent to the customer |
| Viewed | The customer opened the link |
| Expired | The expiry date passed before the customer paid |
| Canceled | You cancelled the link |
Payment statuses
| Status in the filter | Meaning |
|---|---|
| Pending | The customer has not paid yet. The list shows it as Not Paid |
| Completed | The customer paid |
| Failed | The last payment attempt failed. Payment history shows the reason |
Open a payment link
Select a link to open Payment link details.
Payment link info shows the Reference id, Order id, Created date, Expiry date, Price, Payment status, the payment method used, Operation status (the link status), Link opening count and Link sending method.
The tabs below it:
| Tab | What it shows |
|---|---|
| Operation details | Available once the customer has paid: payment number, order or abandoned cart number, payment provider, network, fee rate, fixed fees, VAT, total fees and the net amount you receive |
| Customer details | Name, Mobile, Card number, Email, Country, City and Bank name |
| Payment history | Every payment attempt with its date, network, status and Failure reason. Available after a payment succeeds or fails |
| Refunded operations | Refunds made on the payment, when there are any |
Share or copy a link
Open the link from Payment links, or select View in the Payment method card on the order's page.
Sample data from a demo store. Select Copy link to copy it, or Share via WhatsApp to send it from WhatsApp.
Both buttons are hidden once the link has expired or been cancelled.
Share via WhatsApp opens WhatsApp with a ready message that you can edit before you send it: it tells the customer the invoice amount and your store name, followed by the link. You can also paste a copied link into any other messaging app.
Cancel a payment link
Open the link.
Open the more menu (⋮) next to the buttons at the top and select Cancel.
Sample data from a demo store. Confirm in Cancel payment link. The link status becomes Canceled and the customer can no longer pay with it.
You can cancel a link only before its expiry date.
Reactivate an expired or cancelled link
Open the link and select Reactivate link.
Sample data from a demo store. In Reactivate the payment link, choose a new expiry date in the future.
Confirm. The expiry date has been updated and the link has been successfully reactivated. appears, and the customer can use the same link again.
Refund a payment made by link
Open a paid link and select Refund. The refund works the same way as for any transaction: see Refund a payment.
Export payment links
Select Export at the top of the list. The file is prepared in the background, and you download it from Export requests.
To tell link payments apart from payments made in your store, filter Transactions by Transaction type > Payment link.
Related
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