From the side menu, select Customers, and then select PayByLink.
(Optional) Use the filter to locate a payment link. You can select SAVE to save your filter for future use.
The Self-Care Portal displays the following information about each payment link:
Heading
Description
Merchant Reference
Reference number that you assigned to the payment link.
Creation Date
Date that you created the payment link.
Expiration Date
Last date that the customer can use the payment link to make a payment.
Auth Type
Indicates whether the payment link is for a sale or a pre-authorization. The value is one of the following options:
Payment - Run a sale to immediately take payment 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.
Status
Status of the payment link. The value is one of the following statuses:
Open - Link is active.
Complete - A customer has used the single-use link to make a payment.
Expired - Link has expired.
Cancelled - You have deactivated the link.
Amount
Amount of the link. If there isn't an amount for a payment link, customers must enter the amount when they pay.
Tokenize Payments
Indicates whether you gave your customer the option to save their payment details for future payments.
Action
Use the action menu to manage your payment link. Select one of the following options:
Link Details - View and change your link settings. For more information about how to change the settings of a payment link, go to Change the settings of a payment link.
Link Assets - View and copy the URL or HTML code of the link. For more information about how to view your link assets, go to Share a payment link.
Share History - View the link's share history when you email a payment link using the Self-Care Portal. For more information about how to view the share history, go to View the share history of a payment link.
Share Payment Link - Email the link to one or more customers using the Self-Care Portal. For more information about how to share a payment link, go to Share a payment link.
Deactivate Payment Link - Deactivate the link. For more information about how to deactivate a payment link, go to Deactivate a payment link.
