Creating and Managing Bridge Payment Links
Creating a Payment Link
Payment Links are created within CXP Bridge through the Process PayIn - Create Payment Link selection on the left side of the navigation. Once opened, the Enter Payment Link Information form (see screenshot below) will be presented with the available options for you to select and input the necessary details for creating the link. Once created, a window will be displayed (see screenshot below) with the payment link URL that you may quickly copy for use, otherwise you may send the link to the intended recipient or take other actions through the Payment Link management grid.
- Only the fields with red asterisks are required for creating the Payment Link.
- The link expiration can be set either for a future date or for a specific number of hours (up to 24hrs). Please note you cannot set a future date and time.
- Use of the Approval Documents section will prompt the cardholder to agree to the uploaded document(s) as a requirement to submit payment.
- Up to 10 files can be uploaded per Payment Link.
- File size limit is 10 MB.
- File name cannot exceed 200 characters.
- File type is limited to PDF.
Enter Payment Link Information screenshot
- If you did not select "Allow ACH Payment" when creating the Payment Link, only the "Pay with Credit Card" option will be shown to the recipient.
Pay with Credit Card modal for recipient to complete
If you did select "Allow ACH Payment" when creating the Payment Link, both the "Pay with Credit Card" and "Pay with ACH" options are displayed.
Pay with ACH modal for recipient to complete
- After clicking the Generate Link button, you will see an option to copy the Payment Link URL. This is useful if you are sending the Payment Link outside of the ConnexPay system.
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Payment Link URL screenshot
Managing Payment Links
Payment Links are managed through the Payment Link grid, selected on the left side of the Bridge Navigation. All Payment Links created by the organization will be shown along with their status.
You can take several actions within the grid to help manage your program.
Filtering
Options to filter the results within the Payment Link grid are straight-forward and similar to other filter criteria within CXP Bridge. The possible selections represent values that are displayed on the grid and assist in easily locating specific results based on your need. Options include: Expiration Date Range, Name, Order Number, Status (Paid, Unpaid), Customer ID, and Amount Range.
As filters are applied, the display of payment links within the grid will be updated to match the selected criteria. Blue pills will also be visible, indicating the current filter options being applied. One additional way to quickly filter the results is through right clicking a valid entry, selecting "Filter", and the grid will update accordingly.
After drilling into the detail of a specific payment link record, you can use your browser's "back" option to return to the grid with your filters still applied.
Copying
Certain data elements (Order Number, Name, and Customer ID) can be copied by right-clicking the value within the grid.
Paging
The Payment Link grid will default to displaying the 10 most recent results. You can use the arrow buttons at the bottom of the grid to navigate to the next or previous page of results, or use the numbered icons to jump to the beginning or end of the list. To increase the number of visible results on a grid page, select the dropdown next to “Show” and select one of the other pre-defined options (10, 25, 100).
Grid Data
A description of the data available in the grid is as follows:
Column Title | Column Description |
|---|---|
Order Number | Optional identifier that may be input when creating a Payment Link. |
Amount | Amount to be transacted with the successful processing of the Payment Link. |
Status | Payment Links have two possible statuses: • Paid - payment through the Payment Link has been successfully processed. • Unpaid - payment through the Payment Link has not yet been successfully processed. |
Name | Required Customer First and Last Names input during Payment Link creation, which help derive accurate risk analysis scoring. |
Customer ID | Optional identifier that may be input when creating a Payment Link. |
Optional email address for delivering the Payment Link. | |
Email Data | Reflects the most recent date a Payment Link was sent via email. |
Expiration | Date entered during creation that defines when a Payment Link expires and may no longer used to process a payment. |
Label | Optional identifier that may be entered when creating the Payment Link to associate the sale to a specific label(s) within CXP Bridge. If a sale is tied to an incorrect Label, it will not filter or display correctly. Please contact your Customer Care Consultant for a list of valid Label IDs before use. |
Payment Link Action Icons
Buttons on the right end of each record may be selected for performing actions specific to the indicated Payment Link. The available icons will vary based on the status.
Email URL
Selecting the Email URL icon will open a modal allowing you to enter an email address for delivering the Payment Link along with the specified delivery date, the email subject, and message. This action is only available when the status is Unpaid.
Copy URL
Clicking the Copy URL icon will capture the Payment Link URL in your application's clipboard, allowing you to paste that address into a browser window, email application, or any other service as necessary.
Files
Selecting the Files icon will open a modal that lists out all of the available file names that can be opened for further review. Results will only populate if an approval document(s) was attached at the time the Payment Link was created.
Edit Details
Clicking the Edit Details icon will open a modal allowing you to update the Expiration Date and Amount of the Payment Link. This option is only available if the status is Unpaid.
Payment Link Reception
When a Payment Link is delivered to a recipient through email, its sending address will show as "donotreply".
Example of received Payment Links in an email Inbox
Payment Link URL to be selected by the recipient
To see more details on the User Experience with completing the Payment Link form, please refer to Hosted Payment Page.
FAQs
Question: Should a payment link sale show a match in Bridge UI for Address Verification when the address details are entered?
Answer: No, the result showing for Address Verification for all Payment Link sale transactions will be “Unavailable”.
Question: How long will a Payment Link work if no expiration date is given?
Answer: If left blank, the Payment Link will expire at 7:59pm ET for the following calendar date.
Updated 3 months ago