Create Payment Link

Payment Link can be created from 3 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:

1. Single Creation

2. Bulk Creation

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

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.

Customer Details

Customer Details

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

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

Active	Disabled
Allow Multiple Payment	Enable Expiry Extension Allow Partial Payments
Allow Partial Payments	Enable Expiry Extension Allow Multiple Payments

Additional Details

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 [e-mail] 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).

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

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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.

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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 a Bot

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

Welcome Menu

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.

Create Payment Link

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.

Check Payment Status

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.

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FAQ

What is the limit of my Custom Link?

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

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.