Multi Use Links

Multi-use payment links is a single URL that many people can use to pay. This is ideal for:

A link from your website
A link embedded in a invoice template / PDF
A printed QR code

Each payment will have:

Amount
Reference
Customer Note (if you enable it)
Customer Email
(Optional) Customer Phone
(Optional) Customer Name
(Optional) Customer Company

You can configure the payment link to:

Allow a user to enter an amount and reference: e.g. the invoice amount and reference
Fixed amount, user-entered reference: e.g. payment for a $20 event, and the customer can enter their reference
Fixed reference, user-entered amount: e.g. donation of a flexible amount toward a certain appeal
Fixed amount and reference: e.g. $20 ticket purchase for event ABC123

Creating a Multi-use Payment Link

On the "Payment Links" menu option, "Create Multi-Use Payment Link".

Where:

Name: Will appear at the top of the payment page
Currency: The currency of the payment
Action: Either "Payment" or "Authorise Only". A "payment" will move money immediately, an "authorisation" will reserve the funds on the customer's card, which can be drawn down against within 6 working days. This must be done manually via our "Activity" view.
Allow note on payment: Whether to allow a note to be added to the payment

Once you have configured the payment link, you will be taken to the payment link list:

Here you can:

Open: Select the URL to open the payment link or click "Customer Link" to copy the linkto clipboard
Dropdown → Edit: Apply further customisation
Dropdown → QR Code: Download a QR code that will open the link
Dropdown → Pause: Temporarily disable the payment link
Dropdown → Delete: Delete the payment link
Staff Payment: Enter a payment on behalf of a customer

Tip! The page linked to via a Payment Link is designed for the customer to pay, NOT a staff member to enter a payment on behalf of a customer. Staff must use the "Staff Payment" option on this page which marks the transaction appropriately and ensures you will not get a 3D Secure challenge.

Editing a Multi-use Payment Link

Multi-use payment links support the folloing configurations in addition to those in create:

Fixed Amount: This will lock the amount of payment to a specific amount
Default Amount: This will set a default value when amount is editable
Fixed Reference: This will lock the reference of payment to a specific reference
Default Reference: This will set a default value when reference is editable
Page Intro: This will add a message to the top of the payment page, below "Name"
Custom Message on Successful Payment: This will add a message to the receipt page when the payment is successful, for example, details of next steps, or an redemption code. Note, the customer will be informed the payment was a success, this is just additional information.
Custom Message on Pending Payment: This will add a message to the receipt page when the payment is pending, for example, that the customer will receive their next steps when payment is successful.

Multi-use Payment Link User Journey

A multi-use payment link consists of up to 4 steps:

Instruction: Amount, reference and note entry, skipped if amount and reference are fixed or defaulted
Customer Identity: The user can enter their name, email, phone, and company. They must enter an email, if the user validates they own the email (eg Google Login, email security code), they will be able to access any saved payment methods they have previously savedd.
Payment Method: The user will be prompted to select a saved payment method or enter a new one.
Receipt: The user will be taken to a receipt page, where they can review the payment details.

Amount Entry

Payment Method

Payment Receipt

Multi-use Payment Link Customisation

Multi-use payment links that allow editable amount and reference, support defaults to be overridden via URL parameters.

amount: Set the default "amount"
alt_key: Set the default "reference"

If both "amount" and "reference" are defaulted (via URL or configuration) the user will progress directly to "identity" as such: