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Change the settings of a payment link

Self-Care Portal

You can use the Self-Care Portal to change the settings of a payment link. The changes you can make depend on the type of link you want to make changes to.

You can change the following settings of a multi-use link:

  • Expiration Date – Last date that the customer can use the link to make a payment. If you don't provide an expiration date, the default expiration period applies. To change the default expiration period, go to Change the default expiration period for payment links on the Self-Care Portal.
  • Create Secure Token from payment details – Indicates if you want to give your customer the option to save their payment details for future payments.
  • Payment Button Text – Label for the payment button.

You can change the following settings of a single-use link:

  • Description – Description for the payment.
  • Expiration Date - Last date that the customer can use the link to make a payment.
  • Auth Type – Indicates whether the payment link is for a pre-authorization or a sale transaction.
  • Amount – Amount of the payment.
  • Create Secure Token from payment details – Indicates if you want to give your customer the option to save their payment details for future payments.
  • Payment Button Text – Label for the payment button.
  1. From the side menu, select Customers, and then select PayByLink.
  2. Locate the payment link you want to update.
  3. From the Action column, select More options , and then select Link Details.
  4. Make your changes to the settings.
  5. Select SAVE.
  6. (Optional) If you are making changes to a single-use link, the Self-Care Portal asks you to confirm that you understand the URL of the link will change. Select OK.