Create Payment Link

Payment Link can be created from 3 platforms:

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:

  1. Log in to your DOKU Dashboard

  2. Navigate to Accept Payments > Payment Link

  3. Click Create Payment Link.

  4. On Create Payment Link page, complete the following sections:

Order Details Section

Order Details section consists of 3 components:

  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: Add Item, allow merchants to add one or more items in the payment link the system will automatically calculate the total amount based on the items selected by the customer. 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. This setup ensures that the total payment amount is calculated automatically based on the selected quantity. Customers will see the breakdown of all products/services that they will purchase such as quantity and price per item.

  3. Order Number

    • 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. 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:

  1. Log in to your DOKU Dashboard

  2. Navigate to Accept Payments > Payment Link

  3. Open Bulk Payment Link tab

  4. Click Import XLSX

  1. After clicking import XLS button, merchant will have options on which template they want to download and use.

  • Amount and 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

"Amount and Description Only" Template
  • 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 and Description Only" Template
Columns Name
Template
Description

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.

  1. 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.

Error Type
Resolution

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

  1. Log in to your DOKU Dashboard

  2. Navigate to Accept Payments > Payment Link

  3. Go to Payment Link Settings by clicking the gear icon next to Create Payment Link icon

  4. On Payment Link Settings page under Bot tab, Click Add Phone Number

  1. Register your WhatsApp number

  2. Chat to DOKU Bot by clicking Use Payment Link Bot Now

If your phone number is not yet registered / linked to your account, the bot will prompt you to do so first before proceeding.

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

  1. Create Payment Link

  2. 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.


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:

  1. Log in to your Juragan DOKU app

  2. Click Buat Tagihan

  3. 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

How to check the Custom Fields that are entered by my customer?

All custom fields completed by customers during payment are recorded and can be viewed in the Transaction Report. Simply navigate to Reports > Transactions in the DOKU Dashboard, and you will find the submitted customer information associated with each transaction.

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