{"id":103693,"date":"2025-08-19T03:24:42","date_gmt":"2025-08-18T20:24:42","guid":{"rendered":"https:\/\/www.connectpos.com\/?post_type=docs&p=103693"},"modified":"2025-08-19T03:24:43","modified_gmt":"2025-08-18T20:24:43","password":"","slug":"send-payment-link","status":"publish","type":"docs","link":"https:\/\/www.connectpos.com\/knowledgebase\/send-payment-link\/","title":{"rendered":"Send Payment Link\u00a0"},"content":{"rendered":"\n

The Send Payment Link feature allows you to email customers a secure payment link so they can complete their purchase online. This is useful for remote orders, quotes, or follow-up payments.<\/p>\n\n\n\n

This function is now available with Stripe<\/strong> and Authorize.net<\/a> payments, for other payment gateways, please contact our Support Team via support@connectpos.com<\/a> for more assistance.<\/p>\n\n\n\n

To configure \u201cSend Payment Link\u201d function:<\/p>\n\n\n\n

Step 1<\/em>: Login to ConnectPOS > Open Outlet\/Register<\/p>\n\n\n\n

Step 2<\/em>: Go to Settings > Send Payment Link<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Step 3<\/em>: Configure your Send Payment Link function<\/p>\n\n\n\n

    \n
  • Enable Send Payment Link: Toggle ON<\/strong> to activate the feature, allowing staff to send payment links to customers.<\/li>\n\n\n\n
  • Enable Notify Payment Success: Toggle ON<\/strong> to send an automatic notification when the customer successfully completes the payment.<\/li>\n\n\n\n
  • Email Configuration Fields:
    <\/li>\n<\/ul>\n\n\n\n
    Field<\/strong><\/th>Description<\/strong><\/th><\/tr><\/thead>
    Reply To<\/strong><\/td>Email address where replies from customers will be sent.<\/td><\/tr>
    Store Name<\/strong><\/td>The name displayed as the sender in the email.<\/td><\/tr>
    Subject<\/strong><\/td>The subject line of the email containing the payment link.<\/td><\/tr>
    Sender Name<\/strong><\/td>The name that appears as the sender in the recipient\u2019s inbox.<\/td><\/tr>
    Sender Email<\/strong><\/td>The email address from which the payment link email is sent.<\/td><\/tr>
    Logo URL<\/strong><\/td>The web link to your store\u2019s logo, which will appear in the email header.<\/td><\/tr>
    SMTP Server<\/strong><\/td>The SMTP server address for sending emails.<\/td><\/tr>
    SMTP Port<\/strong><\/td>The port number used by your SMTP server.<\/td><\/tr>
    SMTP Username<\/strong><\/td>Username for your SMTP account (often the email address).<\/td><\/tr>
    SMTP Password<\/strong><\/td>Password for your SMTP account.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

    Step 4<\/em>: Edit Email Templates:<\/p>\n\n\n\n

      \n
    • Edit Template<\/strong>: Customize the content and layout of the payment link email.<\/li>\n\n\n\n
    • Edit Notification Template<\/strong>: Customize the notification email sent after a successful payment.<\/li>\n<\/ul>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      As the template is displayed in HTML code, please contact our email support@connectpos.com<\/strong> if you need assistance with adjustments.<\/p>\n\n\n\n

      Step 5<\/em>: Save.<\/p>\n\n\n\n

      Step 6<\/em>: After setup, follow these steps to test the Send Payment Link function:<\/p>\n\n\n\n

        \n
      • Create a test order with the status Unpaid.<\/li>\n<\/ul>\n\n\n\n
        \"\"<\/figure>\n\n\n\n
          \n
        • Go to the Order List in ConnectPOS.<\/li>\n<\/ul>\n\n\n\n
          \"\"<\/figure>\n\n\n\n
            \n
          • Select the test order.<\/li>\n<\/ul>\n\n\n\n
            \"\"<\/figure>\n\n\n\n
              \n
            • Click Request Payment.<\/li>\n<\/ul>\n\n\n\n
              \"\"<\/figure>\n\n\n\n
                \n
              • Enter the customer\u2019s email address.<\/li>\n<\/ul>\n\n\n\n
                \"\"<\/figure>\n\n\n\n
                  \n
                • Click Send.<\/li>\n<\/ul>\n\n\n\n

                  If the customer receives the payment link email and the link works as expected, your setup is complete.<\/p>\n","protected":false},"excerpt":{"rendered":"

                  The Send Payment Link feature allows you to email customers a secure payment link so they can complete their purchase online. This is useful for remote orders, quotes, or follow-up payments. This function is now available with Stripe and Authorize.net payments, for other payment gateways, please contact our Support Team via support@connectpos.com for more assistance. 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