# Create Payment Link

Payment Link can be created from 3 different platforms:

* [#doku-dashboard](#doku-dashboard "mention") (via Web Browser)
* [#juragan-doku](#juragan-doku "mention") (via Mobile App)
* [#whatsapp](#whatsapp "mention") (via Messaging App)

## DOKU Dashboard

Merchant can create Payment Link in 2 ways from DOKU Dashboard:

1. [#single-creation](#single-creation "mention")
2. [#bulk-creation](#bulk-creation "mention")

### Single Creation

You can generate a Payment Link via DOKU Dashboard by following the steps below:

1. Log in to your [DOKU Dashboard](https://dashboard.doku.com/bo/login?utm_source=docs), and then access the side navigation bar
2. Navigate to **Accept Payments** > **Payment Link**
3. Click **Create Payment Link**
4. On **Create Payment Link** page, complete the following sections:

{% tabs %}
{% tab title="Order Details" %}

<figure><img src="https://1457116080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWIsxU2UGMS7iidoMSuyz%2Fuploads%2FnWg8htV0CSVLhP6b0waD%2Fimage.png?alt=media&#x26;token=3755413c-23c4-4a06-b7c2-2e0830443f9d" alt="" width="563"><figcaption><p>Order Details Section</p></figcaption></figure>

**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:** \
      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.&#x20;
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.&#x20;
   * 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.
     {% endtab %}

{% tab title="Customer Details" %}

<figure><img src="https://1457116080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWIsxU2UGMS7iidoMSuyz%2Fuploads%2FhZEqdw2eeGGrz7iEhk2P%2Fimage.png?alt=media&#x26;token=b2d5fb8f-bdf7-48b2-b054-bc1fc3cd9d03" alt="" width="563"><figcaption><p>Customer Details</p></figcaption></figure>

**Customer Details** section consists of 2 components:

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.&#x20;

> **Additional Option:**
>
> Merchants can also **add a new customer** if the customer does not yet exist in the list.&#x20;
> {% endtab %}

{% tab title="Payment Details" %}

<figure><img src="https://1457116080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWIsxU2UGMS7iidoMSuyz%2Fuploads%2FhqKv2nKjxxqrnVuDQTVA%2Fimage.png?alt=media&#x26;token=398c7334-602c-40fa-a15e-ea12593bcc6d" alt=""><figcaption></figcaption></figure>

**Payment Details** section consists of 4 components:

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.&#x20;
   * 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.&#x20;
   * 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.

<table><thead><tr><th width="226.33074951171875">Active</th><th>Disabled</th></tr></thead><tbody><tr><td>Allow Multiple Payment</td><td><ul><li>Enable Expiry Extension</li><li>Allow Partial Payments</li></ul></td></tr><tr><td>Allow Partial Payments</td><td><ul><li>Enable Expiry Extension</li><li>Allow Multiple Payments</li></ul></td></tr></tbody></table>
{% endtab %}

{% tab title="Additional Details" %}

<figure><img src="https://1457116080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWIsxU2UGMS7iidoMSuyz%2Fuploads%2Ff4ywDG19t8AhiAf64CXV%2Fimage.png?alt=media&#x26;token=977cafcd-c6f2-45a0-8098-85b0d8a9a54f" alt=""><figcaption></figcaption></figure>

**Additional Details** consist of 5 components:

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.

3. **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*)

4. **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

5. **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).
     {% endtab %}
     {% endtabs %}

6. **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](https://dashboard.doku.com/bo/login?utm_source=docs), and then access the side navigation bar
2. Navigate to **Accept Payments** > **Payment Link**
3. Open **Bulk Payment Link** tab
4. Click **Import XLSX**

<figure><img src="https://1457116080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWIsxU2UGMS7iidoMSuyz%2Fuploads%2F1aTs9fUbV4GtsIzAKcU8%2Fimage.png?alt=media&#x26;token=46fd4ae2-441a-4c91-9cc1-20599ba71417" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1457116080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWIsxU2UGMS7iidoMSuyz%2Fuploads%2F9ZI433SmobqNBOVfzVTQ%2Fimage.png?alt=media&#x26;token=6f9a05ff-cd37-4e44-aa8a-0b819fb5c5fd" alt=""><figcaption></figcaption></figure>

* **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&#x20;

<figure><img src="https://1457116080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWIsxU2UGMS7iidoMSuyz%2Fuploads%2FEtLuqOjNBzE61d4L1CXU%2Fimage.png?alt=media&#x26;token=a2d58fad-3844-4732-b5f9-c58803d3d2f6" alt=""><figcaption><p><strong>"Amount and Description Only"</strong> Template</p></figcaption></figure>

* **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

<figure><img src="https://1457116080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWIsxU2UGMS7iidoMSuyz%2Fuploads%2F09cvV0XQnq3T96WB5h27%2Fimage.png?alt=media&#x26;token=5503a467-1a71-48af-85bd-7869f121d927" alt=""><figcaption><p><strong>"Amount and Description Only"</strong> Template</p></figcaption></figure>

<table><thead><tr><th width="262.56854248046875">Columns Name</th><th>Template</th><th>Description</th></tr></thead><tbody><tr><td>Amount</td><td>Amount and Description Only</td><td>Total amount to be paid</td></tr><tr><td>Description</td><td>Amount and Description Only</td><td>Description of payment purpose</td></tr><tr><td>Item Name</td><td>Include Product Information</td><td>Input the item name to be displayed in the payment link. To add multiple items, separate each item name using a semicolon ( ; )</td></tr><tr><td>Item Price</td><td>Include Product Information</td><td>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</td></tr><tr><td>Item Quantity</td><td>Include Product Information</td><td>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</td></tr><tr><td>Order Number</td><td>Both Templates</td><td>Set a custom invoice or reference number for each payment link</td></tr><tr><td>Customer Name</td><td>Both Templates</td><td>-</td></tr><tr><td>Customer Email</td><td>Both Templates</td><td>-</td></tr><tr><td>Customer Phone</td><td>Both Templates</td><td>-</td></tr><tr><td>Customer Address</td><td>Both Templates</td><td>-</td></tr><tr><td>Customer Address - State</td><td>Both Templates</td><td>-</td></tr><tr><td>Customer Address - City</td><td>Both Templates</td><td>-</td></tr><tr><td>Customer Address - Postal Code</td><td>Both Templates</td><td>-</td></tr><tr><td>Partial Min. Amount</td><td>Both Templates</td><td>When merchant fill this columns, Partial Payments will be enabled</td></tr><tr><td>Success Redirect URL</td><td>Both Templates</td><td>When merchants fill this columns after customer paid, it will redirect to URL set by the merchants</td></tr><tr><td>Expiry Date</td><td>Both Templates</td><td>Set the expiry date of the payment link</td></tr><tr><td>Custom URL</td><td>Both Templates</td><td>Set custom URL, where merchants can custom the suffix URL</td></tr><tr><td>Enable Pay Later</td><td>Both Templates</td><td><p>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.</p><p><br>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.</p></td></tr></tbody></table>

6. 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.

<table><thead><tr><th width="197">Error Type</th><th>Resolution</th></tr></thead><tbody><tr><td>Date Format Error</td><td>Make sure the date format is <code>DD/MM/YYYY HH:MM:SS</code><br>(e.g. <code>30/06/2023 23:59:59</code>)</td></tr><tr><td>Duplicate Custom Link</td><td>Make sure each Custom Link is unique across other Payment Links that you are creating</td></tr><tr><td>Custom Link Already Used</td><td>Choose a new Custom Link if one has already been registered</td></tr><tr><td>Partial Payments Missing Customer Info</td><td>If <code>partial_min_amount</code> column is used, <code>stomer_name</code> and <code>customer_email</code> columns become mandatory</td></tr></tbody></table>

***

## 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](https://dashboard.doku.com/bo/login?utm_source=docs), and then access the side navigation bar
2. Navigate to **Accept Payments** > **Payment Link**
3. Access **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**

<figure><img src="https://1457116080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWIsxU2UGMS7iidoMSuyz%2Fuploads%2FrC2dHsypEsyXRUx7RjUL%2Fimage.png?alt=media&#x26;token=f40990eb-3dfa-4eb1-9a62-858c85c1a9dd" alt=""><figcaption></figcaption></figure>

5. Register your WhatsApp number
6. Chat to DOKU Bot by clicking **Use Payment Link Bot Now**

{% hint style="info" %}
If your phone number is not yet registered / linked to your account, the bot will prompt you to do so first before proceeding.
{% endhint %}

**Step 2: Chat with DOKU Bot**

On WhatsApp app, merchants can chat with the bot and complete the following actions:

{% tabs %}
{% tab title="Welcome Menu" %}

<figure><img src="https://1457116080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWIsxU2UGMS7iidoMSuyz%2Fuploads%2F4d1y860FvbDgJyA0Z2dL%2Fimage.png?alt=media&#x26;token=c77c838c-d718-4df1-a15b-f8de9a11bf18" alt="" width="188"><figcaption></figcaption></figure>

Merchants with [Multi-brand](https://docs.doku.com/accept-payments/no-integration-products/payment-link/broken-reference) 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.
{% endtab %}

{% tab title="Create Payment Link" %}

<figure><img src="https://1457116080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWIsxU2UGMS7iidoMSuyz%2Fuploads%2F6DmIUfT6VMzvaUCJjc5f%2Fimage.png?alt=media&#x26;token=b3fb6a30-8ce4-41f4-a4f4-d0cbb0b29566" alt=""><figcaption></figcaption></figure>

By selecting Create Payment Link, a form will open where the merchant can choose between creating a Single Payment Link or Multiple Payment Link.&#x20;

#### Single Payment Link

1. Select Single Payment link in Payment Link Type
2. Fill the Amount and short description
3. Fill expiry Date,&#x20;
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.
   {% endtab %}

{% tab title="Check Payment Status" %}

<figure><img src="https://1457116080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWIsxU2UGMS7iidoMSuyz%2Fuploads%2Fb9Qbpvv6pHqLTsvR2Nxp%2Fimage.png?alt=media&#x26;token=95802088-5eed-4107-9f62-5a6b6eeb88fb" alt="" width="375"><figcaption></figcaption></figure>

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.
{% endtab %}
{% endtabs %}

***

## 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](https://docs.doku.com/mobile-apps/juragan-doku#installation) 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.&#x20;

<figure><img src="https://1457116080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWIsxU2UGMS7iidoMSuyz%2Fuploads%2FVu1yuZuZKUoxMe0HblUQ%2Fimage.png?alt=media&#x26;token=599e058f-2c70-42e7-bf4e-63c36df5c928" alt="" width="375"><figcaption></figcaption></figure>

***

## FAQ

<details>

<summary>What is the maximum transaction amount that can be accepted in one Payment Link?</summary>

The maximum transaction amount that can be accepted through a single Payment Link is **999,999,999,998** (nine hundred ninety-nine billion, nine hundred ninety-nine million, nine hundred ninety-nine thousand, nine hundred ninety-eight) IDR. Please note that this limit may also be subject to additional restrictions imposed by your acquiring bank or payment service provider.

</details>

<details>

<summary>What is the limit of my Custom Link?</summary>

Merchants are allowed to have a limit of 10 Custom Links per month.

</details>

<details>

<summary>How to check the Custom Fields that are entered by my customer?</summary>

Customer inputs from Custom Fields are automatically recorded and can be viewed in the **Transaction Report** on your DOKU Dashboard. To view them, navigate to **Reports > Transactions**. The details submitted by customers will be displayed alongside each corresponding transaction.

</details>