> For the complete documentation index, see [llms.txt](https://docs.xplorpay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xplorpay.com/merchant-portal/guides/paylink/generate-payment-link-using-the-merchant-portal.md).

# Generate Payment Link using the Merchant Portal

{% hint style="success" %}
Ensure you have access to the **Merchant Portal**. For more information, see [Accessing the Merchant portal](/merchant-portal/merchant-portal/accessing-the-merchant-portal.md).
{% endhint %}

To generate Payment Link using the Merchant Portal:

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

<div align="left"><figure><img src="/files/4VE0apz81D0HlXqGzpRT" alt=""><figcaption><p>Screenshot: Merchant Portal homepage</p></figcaption></figure></div>

The sale transaction card fields appear in the **Sale** tab.

<div align="left"><figure><img src="/files/TUNbZFLZUTevkFDAQl0z" alt=""><figcaption><p>Screenshot: Sale tab</p></figcaption></figure></div>

2. Select the **Request Payment** tab to open the Payment Link settings.

<figure><img src="/files/vDNxHzW6BFLnV5YhKEcD" alt=""><figcaption><p>Screenshot: Sale transaction card fields</p></figcaption></figure>

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

<figure><img src="/files/2SD9bB9CjWbVf8CoWZsK" alt=""><figcaption><p>Screenshot: Request Payment tab</p></figcaption></figure>

The following table describes the fields used to enter information.

<table><thead><tr><th width="164.33331298828125" valign="top">Field</th><th width="446" valign="top">Description</th><th valign="top">Editable?</th></tr></thead><tbody><tr><td valign="top"><strong>Amount of payment request</strong></td><td valign="top">Enter the <em>amount</em> in the <strong>Amount</strong> field for it to appear on the payment page hosted on the Xplor Pay site.<br>If the <strong>Amount</strong> field left blank, it remains editable for customers to enter an <em>amount</em>.</td><td valign="top">Editable</td></tr><tr><td valign="top"><strong>Show tip field on payment scree</strong>n</td><td valign="top">Select the checkbox to display the <strong>Tip</strong> field on the payment page hosted on the Xplor Pay site. When enabled, customers can enter a <em>tip amount</em> in this field.</td><td valign="top">Editable</td></tr><tr><td valign="top"><strong>Additional Information</strong></td><td valign="top"><p>Use the following fields to enter the information that appears on the payment page hosted on the Xplor Pay site:<br></p><ul><li><strong>Invoice</strong>: Payment invoice reference.</li><li><strong>Purchase Order</strong>: Payment purchase order reference.</li><li><strong>Order ID</strong>: Identifier for the payment order.</li><li><strong>Customer ID</strong>: Identifier for the customer receiving the payment request link.</li><li><strong>Transaction email address</strong>: Customer’s email address used to send the payment request link.</li><li><strong>Description</strong>: Description of the transaction.</li><li><strong>Comment</strong>: Additional comments related to the transaction.</li></ul></td><td valign="top">Editable</td></tr></tbody></table>

3. Click the **Generate Payment Link** button to generate Payment link.

<figure><img src="/files/knyBvCNiE1aqQsRBj5vO" alt=""><figcaption><p>Screenshot: Request Payment Link fields</p></figcaption></figure>

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

<figure><img src="/files/4erHscl8WG2cbfB6HwJV" alt=""><figcaption><p>Screenshot: REQUEST PAYMENT dialog</p></figcaption></figure>

{% hint style="warning" %}
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.
{% endhint %}

The following table describes the fields in the sections.

<table><thead><tr><th width="141" valign="top">Section</th><th width="486" valign="top">Description</th><th valign="top">Editable?</th></tr></thead><tbody><tr><td valign="top"><strong>Copy Payment Link</strong></td><td valign="top"><p>This section displays a default link. The URL directs customers to the payment page hosted on the Xplor Pay site when they click it.</p><p></p><p>A hosted <a href="https://gateway.clearent.net/paylink/q9nOFVPNmD3">payment page</a> on the Xplor Pay site displays the payment form using default Paylink settings configured through <a href="/pages/DnCVa4mocUbAdechwSiI">Hosted Payments Properties</a>.</p><p><br>Click the <img src="https://docs.xplorpay.com/~gitbook/image?url=https%3A%2F%2F1017892202-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FJsJzPs3wr61OB091sy0z%252Fuploads%252FBX3TMEVzm8mOq2a6xPiU%252Fimage.png%3Falt%3Dmedia%26token%3D4157fed5-bd2c-4523-b443-f76b412d16c1&#x26;width=25&#x26;dpr=4&#x26;quality=100&#x26;sign=260ba831&#x26;sv=2" alt=""> icon near the <strong>URL</strong> to copy the link to clipboard.</p></td><td valign="top">Not editable</td></tr><tr><td valign="top"><strong>Send link via SMS</strong></td><td valign="top"><p>This section has the following fields:<br></p><ul><li><strong>Customer Phone</strong>: Enter the <em>customer’s phone number</em> to send the payment link via message.</li><li><strong>Message Preview</strong>: 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.</li></ul></td><td valign="top">Editable</td></tr></tbody></table>

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

<div align="left"><figure><img src="/files/jtxB02cQhKRC4FYHZXRv" alt=""><figcaption><p>Screenshot: REQUEST PAYMENT dialog sections</p></figcaption></figure></div>

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.

<figure><img src="/files/EwAQccF5hMpz2ifMb3Vy" alt=""><figcaption><p>Screenshot: Message successfully sent notification</p></figcaption></figure>

{% hint style="warning" %}
The button label changes to **Re-send Message** when the message is successfully sent to the recipient.
{% endhint %}


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