Create Payment Link
Generate payment links from a web dashboard, mobile app, or WhatsApp
Payment Link can be created from 3 different platforms:
DOKU Dashboard (via Web Browser)
Juragan DOKU (via Mobile App)
WhatsApp (via Messaging App)
DOKU Dashboard
Merchant can create Payment Link in 2 ways from DOKU Dashboard:
Single Creation
You can generate a Payment Link via DOKU Dashboard by following the steps below:
Log in to your DOKU Dashboard, and then access the side navigation bar
Navigate to Accept Payments > Payment Link
Click Create Payment Link
On Create Payment Link page, complete the following sections:
Order Details section consists of 3 components:
Order Type (Amount Type)
Set Amount or Product: Customers must pay the amount that you have set, suitable for invoice payments.
Accept Any Amount: Customers are free to enter any amount they wish to pay, suitable for donations or flexible billing.
Details Type
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.
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.
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.
Customer Details section consists of 2 components:
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
Name (Required)
Email
Phone Number
Address
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.
Payment Details section consists of 4 components:
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).
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.
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.
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.
Allow Multiple Payment
Enable Expiry Extension
Allow Partial Payments
Allow Partial Payments
Enable Expiry Extension
Allow Multiple Payments
Additional Details consist of 5 components:
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.
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 [email protected] or visit our Help Center.
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)
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:
Maximum file size : 15MB
File Format : PDF,JPG,JPEG,PNG
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).
Click Create Payment Link.
Once created, copy the Payment Link and share it with your customers via WhatsApp, Email, or other preferred channels.
Bulk Creation
Bulk Payment Link enables merchants to generate multiple Payment Links at once by uploading a spreadsheet. This is ideal for handling large batches of payments, such as billing multiple customers or sending out mass invoices. Bulk payment link use cases, mass billing for invoices, event registration for multiple attendees, invoice generation for customers. You can generate bulk Payment Links via DOKU Dashboard by following the steps below:
Log in to your DOKU Dashboard, and then access the side navigation bar
Navigate to Accept Payments > Payment Link
Open Bulk Payment Link tab
Click Import XLSX
After clicking import XLS button, merchant will have options on which template they want to download and use.
Amount & Description only
This template format is used when merchants want to create bulk payment links using only the amount and description, along with basic customer information and link settings. It is suitable for simpler payment scenarios where item details are not needed.
with required value
Include Product Information
This template is used when merchants want to create bulk payment links that include product-level details such as item name , item price and item qty. It is suitable for payment that have items on it, it does not have to be physical items it also suitable for list of services.
with required value
Amount
Amount and Description Only
Total amount to be paid
Description
Amount and Description Only
Description of payment purpose
Item Name
Include Product Information
Input the item name to be displayed in the payment link. To add multiple items, separate each item name using a semicolon ( ; )
Item Price
Include Product Information
Input the price of each item to be displayed in the payment link. Use a semicolon ( ; ) to separate multiple prices. The number of prices entered must match the number of item names provided in the Item Name field
Item Quantity
Include Product Information
Input the quantity of item, use semicolon ( ; ) to seperate multiple quantity. The numbers of quantity entered must match the number of item names provided in the Item Name field
Order Number
Both Templates
Set a custom invoice or reference number for each payment link
Customer Name
Both Templates
-
Customer Email
Both Templates
-
Customer Phone
Both Templates
-
Customer Address
Both Templates
-
Customer Address - State
Both Templates
-
Customer Address - City
Both Templates
-
Customer Address - Postal Code
Both Templates
-
Partial Min. Amount
Both Templates
When merchant fill this columns, Partial Payments will be enabled
Success Redirect URL
Both Templates
When merchants fill this columns after customer paid, it will redirect to URL set by the merchants
Expiry Date
Both Templates
Set the expiry date of the payment link
Custom URL
Both Templates
Set custom URL, where merchants can custom the suffix URL
Enable Pay Later
Both Templates
When merchants fill the column with "Yes", the system will verify whether the Phone Number, Address, State, City, and Postal Code columns have been completed.
If any of these columns are left blank, the customer will first be redirected to a payment page where they must complete the missing details before proceeding to the checkout page.
After filling out the template, return to the Import XLS page and upload your file. The processing time will depend on the number of rows:
For files with under 200 rows, the upload will be processed instantly
For files with more than 200 rows, the upload will be processed within 5 minutes
The maximum number of rows supported per upload is 300
After uploading the file, the system will return a success or fail status. If the upload fails, merchants can view detailed error messages for each affected row, indicating what needs to be corrected before reuploading. This helps ensure accurate data submission and faster resolution of issues.
Date Format Error
Make sure the date format is DD/MM/YYYY HH:MM:SS
(e.g. 30/06/2023 23:59:59)
Duplicate Custom Link
Make sure each Custom Link is unique across other Payment Links that you are creating
Custom Link Already Used
Choose a new Custom Link if one has already been registered
Partial Payments Missing Customer Info
If partial_min_amount column is used, stomer_name and customer_email columns become mandatory
WhatsApp
Create Payment Link with a WhatsApp bot powered by WhatsApp Flow. This provides a convenient, conversational interface where merchants can generate payment links directly within WhatsApp, streamlining the creation process without needing to access the dashboard. Ideal for business owner or field agent that need to create link to accept payment that does not required laptop or PC. You can generate a Payment Link via WhatsApp app by following the steps below:
Step 1: Register WhatsApp Number
Log in to your DOKU Dashboard, and then access the side navigation bar
Navigate to Accept Payments > Payment Link
Access Payment Link Settings by clicking the gear icon (⚙️) next to Create Payment Link icon
On Payment Link Settings page under Bot tab, Click Add Phone Number
Register your WhatsApp number
Chat to DOKU Bot by clicking Use Payment Link Bot Now
Step 2: Chat with DOKU Bot
On WhatsApp app, merchants can chat with the bot and complete the following actions:
Merchants with Multi-brand activated will be prompted to select the brand they want to use before proceding. Otherwise, merchants can choose to
Create Payment Link
Check Payment Status
By selecting Create Payment Link, a form will open where the merchant can choose between creating a Single Payment Link or Multiple Payment Link. By selecting Check Payment Status, the merchant will receive data regarding the transaction status of their existing payment links, making it easy to track which payments have been completed or are still pending.
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
Select Single Payment link in Payment Link Type
Fill the Amount and short description
Fill expiry Date,
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.
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
Select Multiple Payment Link in Payment Link Type
Fill the Amount and short description
Fill expiry date
Fill the limit payments
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.
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.
Juragan DOKU
Create Payment Link with Juragan DOKU app that are available on Android and iOS. This provides flexibility and convenience, allowing business owners to generate and share payment links anytime and anywhere. The app is especially beneficial for merchants who are often on the move or working in the field, as it eliminates the need for a laptop or desktop to manage payments. You can generate a Payment Link via Juragan DOKU app by following the steps below:
Log in to your Juragan DOKU app
Click Buat Tagihan
Merchants can input the desired amount and a short description for the purpose of the payment,these are the required fields. Additionally, merchants can set a due date and select a customer from the customer section. There are also optional fields where merchants can enter a reference order ID and a custom payment link URL.
FAQ
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