Create Payment Link

1. Order Type (Amount Type)

   1. Set Amount or Product: Customers must pay the amount that you have set, suitable for invoice payments.
   2. Accept Any Amount: Customers are free to enter any amount they wish to pay, suitable for donations or flexible billing.
2. Details Type

   1. Payment Description: Allows merchants to specify a fixed amount and a short description to describe the purpose of the payment. This is useful for general payments (e.g., service fees, consultation charges, invoices). Customers will only see amount and description on the Payment Link page.
   2. Add Item: Allows merchants to add one or more items in the payment link. This is useful for quick payment with items/services. Merchants can configure item details for the payment link by specifying the item name, quantity, and price per item. They can also set a minimum and maximum quantity to control how many units a customer can purchase.
3. Order Number

   • Allows merchants to set a custom invoice or reference number for each payment link. This identifier helps merchants track transactions more easily inside the dashboard.
   • It is optional and can be left blank if not needed when it is used it can be any unique value meaningful to the merchant, such as booking number, or customer reference.

1. Collect Customer Information

   • Allows merchants to collect customer details at the time of payment, where merchants can set which information to collect from the customer.
   • Merchant can collect the following information

     1. Name (Required)
     2. Email
     3. Phone Number
     4. Address
2. Select Customer

   • Allows merchants to link the transaction to an existing customer from the customer list. This is ideal for repeat customer or when the merchant already has the customer profile.

Additional Option:

Merchants can also add a new customer if the customer does not yet exist in the list.

1. Expiry Date

   • Allows merchants to set an expiration date and time for the payment link. Once expired, the link becomes inactive and cannot be used for payment.
   • Expiry date can be set to the following options: Tomorrow, 7 Days, 14 Days, Custom (Set the Date and Time manually).
2. Expiry Extension

   • Allows merchants to enable customers to extend the validity of a payment link after it expires. When the payment link reaches its expiry date, the customer will receive an email with the option to extend the link’s validity based on the settings configured by the merchant.
3. Allow Multiple Payments

   • Enables merchants to collect multiple payments using the same payment link. This is useful for scenarios such as receiving payments from different customers (e.g., event fees) or repeated transactions from the same customer.
   • Merchants can set a limit on how many times the payment link can be used. When this feature is active, certain features will be disabled as indicated in the table below.
4. Allow Partial Payments

   • Enables merchants to accept payments in installments through a single payment link. This is useful for flexible billing arrangement or customer that needs more time to complete their payment.
   • Merchants can set a minimum payment amount based on their preferences. When this feature is active, certain features will be disabled as indicated in the table below.

1. Custom Payment Link

   • Allows merchants to personalize the URL of a payment link to make it more recognizable, branded, or easier to share. Instead of using a system-generated link, merchants can define the custom suffix of the payment link (e.g., pay.doku.com/p-link/p/myLink10).
   • Merchants are allowed to create up to 10 custom links per month. Quota resets on the first day of every month.
2. Custom Note

   • Allows merchants to add a personalized footnote at the bottom of the payment page. This section supports rich text formatting, enabling merchants to include styled messages, or instructions as needed.
   • Custom notes can be used to include a thank-you message and contact information for customer assistance. This message will be visible to the customer during the payment process, at the bottom of the payment page.

Thank you for your payment! For support, contact us at support@yourbrand.com or visit our Help Center.

1. Custom Fields

   • Allows merchants to add personalized input fields to the payment page, enabling them to collect specific information from customers during the payment process. Merchants can define the type, label, and options for each field based on their business needs.
   • Merchants can create up to two custom fields, which can be configured as optional or mandatory for customers to fill in during the payment process.
   • Supported field types are as follows:

     • Text – use case examples: Recipient Name, Member Code
     • Number – use case examples: Membership Number, Student Number
     • Email – accepts entries in email format
     • URL – use case examples: Portfolio Website
     • Single Selection – dropdown with one selectable option (e.g., Choose Package Tier, Choose Time Slot)
     • Multiple Selection – dropdown with multiple selectable options (e.g., Select Add-ons or Preferences)
2. Attachments

   • Attachment feature allows merchants to upload one or more files that will be displayed and made available for download on the customer’s payment page. This is useful for sharing documents, instructions, invoices or reference materials related to the payment.
   • Attachment guidelines are as follows:

     1. Maximum file size : 15MB
     2. File Format : PDF, JPG, JPEG, PNG
3. Success Page URL (Success Redirect URL)

   • Allows merchants to define a custom web page where customers will be redirected after completing a successful payment. This page can be used to confirm the transaction, thank the customer, or provide next steps (e.g., access to a service, download link, or order tracking).