Create Pay Link
This guide shows how to create a Pay Link
Step 1 - Open Pay Link view​
Click on the Pay Link main menu to show all Pay Links created for your organisation and permissions.
Step 2 - Enter articles​
- Click on the
New Pay Link
button to open a modal where you can enter articles. - Select the desired currency
- Enter as many articles as you want. These will be visible to the end customer.
- Click the
Next
button
Step 3 - Review the Pay Link details​
- Select the store where you want this purchase registered on.
- Optionally enter the order number that you later can use to track this order on.
- Select delivery method: Remote or In-store
- Click the
Create
button to create the Pay Link.
The choice that is made for delivery method will override the default behaviour for the checkout.
Step 4 - Distribute Pay Link to end customer​
Once the Pay Link is created, a view with the details and a modal is presented to distribute the Pay Link to an end customer. You can choose to either use our text message function to distribute the link via text message to the end customer, or copy the link to email it or send it through another channel.
- Enter the end customers phone number
- Click
Send
Step 5 - End customer completes the purchase​
The end customer receives the Pay Link and navigates to it in a browser on their tablet, phone or desktop. Once the customer has completed the purchase an order will be created and a link to the order is visible on the Pay Link details page.
You will manually need to refresh the page pressing F5 to see the new status.
Remote delivery​
Use this option when you sell items on distance, for example over phone or email. You will need to "Activate" the order when the items are about to be shipped to the customer.
In-store delivery​
Use this option when the customer receives the items directly, for example in your physical store. The order will later get "Activated" when the customer has completed their purchase.