Generate Payment Link using the Merchant Portal

Ensure you have access to the Merchant Portal. For more information, go to .

To generate Payment Link using the Merchant Portal:

1. Select Virtual Terminal > Take a Payment from the menu.

Screenshot: Merchant Portal homepage

The sale transaction card fields appear in the Sale tab.

Screenshot: Sale tab

1. Select the Request Payment tab to open the Payment Link settings.

Screenshot: Sale transaction card fields

The Request Payment tab displays fields for entering information that appears on the payment form hosted on the Xplor Pay site.

Screenshot: Request Payment tab

The following table describes the fields used to enter information.

Field	Description	Editable?
Amount of payment request	Enter the amount in the Amount field for it to appear on the payment page hosted on the Xplor Pay site. If the Amount field left blank, it remains editable for customers to enter an amount.	Editable
Show tip field on payment screen	Select the checkbox to display the Tip field on the payment page hosted on the Xplor Pay site. When enabled, customers can enter a tip amount in this field.	Editable
Additional Information	Use the following fields to enter the information that appears on the payment page hosted on the Xplor Pay site: Invoice: Payment invoice reference. Purchase Order: Payment purchase order reference. Order ID: Identifier for the payment order. Customer ID: Identifier for the customer receiving the payment request link. Transaction email address: Customer’s email address used to send the payment request link. Description: Description of the transaction. Comment: Additional comments related to the transaction.	Editable

1. Click the Generate Payment Link button to generate Payment link.

Screenshot: Request Payment Link fields

A REQUEST PAYMENT dialog appears and displays the fields in two sections.

Screenshot: REQUEST PAYMENT dialog

To view the payment page hosted on the Xplor Pay site, select the Click here to see the payment page link in the dialog. This is the same page customers see when they click the Payment Link.

The following table describes the fields in the sections.

Section	Description	Editable?
Copy Payment Link	This section displays a default link. The URL directs customers to the payment page hosted on the Xplor Pay site when they click it. A hosted payment page on the Xplor Pay site displays the payment form using default Paylink settings configured through Hosted Payments Properties. Click the icon near the URL to copy the link to clipboard.	Not editable
Send link via SMS	This section has the following fields: Customer Phone: Enter the customer’s phone number to send the payment link via message. Message Preview: Displays a preview of the message shown to the customer. Clicking the link directs the customer to the payment page hosted on the Xplor Pay site.	Editable

1. Click the Send Message button in the Send link via SMS section to send the message to the entered recipient.

Screenshot: REQUEST PAYMENT dialog sections

A notification appears in the Send link via SMS section of the REQUEST PAYMENT dialog when the message is successfully sent to the entered recipient.

Screenshot: Message successfully sent notification

The button label changes to Re-send Message when the message is successfully sent to the recipient.