Create and share a payment link

Create and share a payment link in the Self-Care Portal.

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Create a payment link Share a payment link

You can create and share a payment link in the Self-Care Portal to collect payment for goods and services.

Create a payment link

Sign in to payments.payroc.com/merchant/selfcare/.
From the side menu, select Customers, and then select PayByLink.
Select NEW PAYMENT LINK.
Configure your link settings, and then select Save.

The following table contains the settings for a payment link:

Label	Description
Merchant Reference	Reference number that you want to assign to the payment link.
Description	Description of the payment link.
Auth Type	Indicates whether you want to run a sale or run a pre-authorization. Select one of the following options: Payment - Run a sale to immediately take funds from your customer's account. Pre-Auth - Run a pre-authorization to temporarily hold funds in your customer's account. To capture a pre-authorization, go to Capture a pre-authorization.
Payment Methods	Payment methods that your customer can use with the payment link. Select one or select both of the following: Card - The customer can pay with a debit card or a credit card. Bank Transfer - The customer can pay with ACH. Note: If you create a link to run a pre-authorization, you can accept only card payments.
Set Payment Link Amount	Indicates whether you want to specify a payment amount for the payment link. If you want to specify a payment link amount, select a currency and enter an amount.
Create Secure Token from payment details	Indicates whether you want to give your customer the option to save their payment details for future payments. If your customer saves their payment details, you must select how you want to use their details in future transactions. From the Secure Token use dropdown menu, select one of the following: Unscheduled Payments - Payments without a regular billing schedule. Recurring Payments - Recurring payments with no end date. Installment Payments - Recurring payments with an end date.
Accept Multiple Payments	Indicates whether you want to accept multiple payments through the payment link. If you create a single-use link, we create an order ID for the payment.
Expiration Date	Last date that the customer can use the payment link to make a payment.
Payment Button Text	Label for the payment button.

Note: To share the link with your customers using your own software or to embed the link on your website, you can copy the URL of the payment link or copy the HTML code.

To email the payment link to a customer:

Select SHARE.
Enter the name and email address of the recipient, and then select ADD.
(Optional) To add other recipients, enter their name and email address, and then select ADD.
From the Message box, enter a message that we include in the email.
(Optional) To receive a copy of the email, select Send a copy to myself.
(Optional) To preview the email before you send it, select PREVIEW.
Select SHARE.

Note: After you email a payment link, you can view the share history, which includes the recipient details and when you shared the payment link. For more information about how to view the share history, go to View the share history of a payment link.

Create a payment link

Share a payment link

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