Create Payment Link

Customer Details section consists of 3 components:

1. Collect Customer Information

   1. Enable merchants to collect customer details at the time of payment, where merchants can set which information to collect from the customer. This flexibility helps merchants gather the necessary customer data for communication, order fulfillment, or record-keeping purposes based on their business needs.

   2. Merchant can collect this following information

      • Name (Required)

      • Email

      • Phone Number

      • Address

2. Select Customer

   1. Allow Merchants to link the payment to an existing customer from customer list, this is ideal for repeat customer or when the merchant already has the customer profile. This will also automatically fills in known information to speed up the payment process.

Additional Option:

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

Payment Details section includes configuration options that define how long the payment link remains valid and how payments are handled. Payment Details section consists of 3 components:

1. Expiry Date: allow Merchants to set an expiration date and time for the payment link. Once expired, the link becomes inactive and cannot be used for payment. Tomorrow, 7 Days, 14 Days, Custom (Set the Date and Time manually).

2. Expiry Extension

   1. Enable Expiriy Extension allows merchants to let customers 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. Tomorrow, 7 Days, 14 Days, 30 Days, Custom

3. Allow Multiple Payments

   1. When Allow Multiple Payments is enabled, merchants can collect multiple payments using the same payment link. It is useful for scenarios such as receiving payments from different customers (e.g., event fees) or repeated transactions from the same customer.

      Merchants can also set a limit on how many times the payment link can be used. Note that when this feature is active, certain other features will be disabled to ensure proper link behavior as indicated in the table below.

4. Allow Partial Payments

   1. Allow Partial Payments enables merchant to accept payments in installments through a single payment link, this features allow customers to pay in multiple transaction with minimum amount that is set by merchant. This is useful for flexible billing arrangement or customer that needs more time to complete their payment.

      To use this features merchant need to select the customer first in customer detail section.When this features is enable some features will be disable shown on the table below.

SD

Additional Details section allow merchant to customize the payment experience by accommodate merchant business needs. Additional Details consist of 5 components:

1. Custom Payment Link

   1. The Custom Payment Link feature 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).

   2. Merchants will have 10 quota per month to generate custom payment link, after reaching the limit it will resets on the first day of next month.

2. Custom Note

   1. The Custom Note feature 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.

   2. Example of usage of custom notes are thank you message, contact information and terms. 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 [email protected] or visit our Help Center.

1. Custom Fields

   1. The Custom Field feature enable 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.

   2. Each merchant will have quota of 2 custom field, and this field can be configure to an optional or mandatory field for customer to fill during the payment process.

   3. Supported Field type

      • Text - use case for (e.g., Recipient Name, member code)

      • Number - use case for (e.g., membership number, student number)

      • Email - email format

      • Url - use case for (e.g., portfolio website)

      • Single Selection - Dropdown with one selectable option (e.g., choose package tier, choose time slot)

      • Multiple Selection - Dropdown with multiple selectable option (e.g., select add-ons or preferences)

Field Name : Name of the field this is only visible to merchant

Label : Label of the field this will be visible to the customer when viewing the field in the payment page

1. Attachments

   1. 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.

   2. Attachment guideline

      1. Maximum file size : 15MB

      2. File Format : PDF,JPG,JPEG,PNG

      3. Multiple Attachment allowed

2. Success Page URL (Success Redirect URL)

   1. Success Page 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).

By selecting Create Payment Link, a form will open where the merchant can choose between creating a Single Payment Link or Multiple Payment Link.

Single Payment Link

1. Select Single Payment link in Payment Link Type

2. Fill the Amount and short description

3. Fill expiry Date,

4. In the Additional Details section, merchants have optional fields such as Order Number, Customer Name, and Collect Customer Information. If the Customer Name is not provided, DOKU will prompt the customer to fill it in on the payment page before continuing to checkout. This behavior differs from the Collect Customer Information setting. If merchants do not enable collection for fields like Email, Phone Number, or Address, DOKU will not request this information from the customer. Merchants can choose which of these fields to collect based on their needs.

5. After completing the Payment Link form, the merchant will receive a message from the bot containing the payment link along with a summary of the payment details. This allows the merchant to easily review and share the link with customers directly from WhatsApp.

Multiple Payment Link

1. Select Multiple Payment Link in Payment Link Type

2. Fill the Amount and short description

3. Fill expiry date

4. Fill the limit payments

5. In the Additional Details section, merchants have optional fields such as Order Number, Customer Name, and Collect Customer Information. If the Customer Name is not provided, DOKU will prompt the customer to fill it in on the payment page before continuing to checkout. This behavior differs from the Collect Customer Information setting. If merchants do not enable collection for fields like Email, Phone Number, or Address, DOKU will not request this information from the customer. Merchants can choose which of these fields to collect based on their needs.

6. After completing the Payment Link form, the merchant will receive a message from the bot containing the payment link along with a summary of the payment details. This allows the merchant to easily review and share the link with customers directly from WhatsApp.

Merchants can check the status of their payments by selecting "Check Payment Status" in the WhatsApp bot. The bot will ask whether they want to view all transactions related to a specific brand or only transactions created using their phone number. This means merchants can check transactions across different brands, as long as the transactions were created using the same phone number.