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Create Payment Link via Dashboard

Payment Link Creation Documentation#

Creating payment links on PortOne is a straightforward and flexible process. Payment links can be created manually through the Merchant Portal Dashboard or automatically via APIs. This document provides detailed instructions for both methods.

Creating a Payment Link via PortOne Console (Manual)#

To create a Payment Link in the PortOne Dashboard, follow these steps:

  1. Log in to the PortOne Dashboard.
  2. Navigate to the PAYMENT LINKS section via the Left Navigation bar.
  3. Click on + Create Payment Link.

Enter Payment Link Details In the Payment Link modal, fill in the required details:

  • Amount (Mandatory) : Enter the amount.
  • Currency (Mandatory): Select the currency for the Payment Link. Note: Payments can be accepted in international currencies.
  • Description (Optional) : Provide a description for the payment. Example: "School fees for Nyugen Phan - Class XII B".
  • Customer Email ID (Optional): Enter the customer's email. Example: nyugen.phan@example.com.
  • Customer Phone Number (Optional): Enter the customer's phone number. Example: 9876543210.
  • Notify via Email (Optional): Select this option to send the Payment Link to the customer via email. (Available only if the customer's email is provided).
  • Notify via SMS (Optional): Select this option to send the Payment Link to the customer via SMS. (Available only if the customer's phone number is provided).
  • Send Immediately (Optional): Select this option to send the Payment Link to the customer via SMS. (Available only if the customer's phone number is provided).
  • Schedule Link (Optional) Set Set the date and time when the Payment Link should be sent to the customer through configured email or SMS.
  • Custom Link Reference (Optional): Provide a unique reference number for the link. Example: mypaylink_Adbb001.
  • Link Expiry (Optional) Set the date and time when the Payment Link should expire, By default link does not expire.
  • Notes (Optional): Provide multiple internal notes for the Payment Link. Example: Title (key) - Acme Corp.

Review and Create#

Review all the entered details. Click Create Payment Link to finalize the process.

Copy and Share#

Copy the generated payment link and send it to your customers through their preferred communication channels.

By following these steps, you can easily create a Payment Link in the PortOne Dashboard. For additional support or queries, please refer to the PortOne support resources or contact customer support.