The Send Payment Link feature allows you to email customers a secure payment link so they can complete their purchase online. This is useful for remote orders, quotes, or follow-up payments.
This function is now available with Stripe and Authorize.net payments, for other payment gateways, please contact our Support Team via [email protected] for more assistance.
To configure “Send Payment Link” function:
Step 1: Login to ConnectPOS > Open Outlet/Register
Step 2: Go to Settings > Send Payment Link
Step 3: Configure your Send Payment Link function
- Enable Send Payment Link: Toggle ON to activate the feature, allowing staff to send payment links to customers.
- Enable Notify Payment Success: Toggle ON to send an automatic notification when the customer successfully completes the payment.
- Email Configuration Fields:
| Field | Description |
|---|---|
| Reply To | Email address where replies from customers will be sent. |
| Store Name | The name displayed as the sender in the email. |
| Subject | The subject line of the email containing the payment link. |
| Sender Name | The name that appears as the sender in the recipient’s inbox. |
| Sender Email | The email address from which the payment link email is sent. |
| Logo URL | The web link to your store’s logo, which will appear in the email header. |
| SMTP Server | The SMTP server address for sending emails. |
| SMTP Port | The port number used by your SMTP server. |
| SMTP Username | Username for your SMTP account (often the email address). |
| SMTP Password | Password for your SMTP account. |
Step 4: Edit Email Templates:
- Edit Template: Customize the content and layout of the payment link email.
- Edit Notification Template: Customize the notification email sent after a successful payment.
As the template is displayed in HTML code, please contact our email [email protected] if you need assistance with adjustments.
Step 5: Save.
Step 6: After setup, follow these steps to test the Send Payment Link function:
- Create a test order with the status Unpaid.
- Go to the Order List in ConnectPOS.
- Select the test order.
- Click Request Payment.
- Enter the customer’s email address.
- Click Send.
If the customer receives the payment link email and the link works as expected, your setup is complete.
