If you're using the CitrusPay integration to accept credit and debit cards in-store, or to take payment on your ecommerce site, you can make use of the functionality to send a Payment Link to your customers.

This allows you to generate a link from the Point of Sale for the partial or full value of a transaction (or customer order) and share this link with your customer by SMS or email.

Your customer can then follow the link and make the payment. You will receive an SMS / text message in the Point of Sale to notify you that payment has been made. You will also be able to see the payment status in the CitrusPay Payment Link History page in the Cloud POS Back Office. 

You can then tender that payment against the transaction/order, using a Tender Type of your choice.

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• Creating and sending Payment Links
• Checking if Payment Links have been paid
• Tendering payments against customer orders/transactions
• Deactivating unwanted Payment Links
• Viewing security information for payments
• Refunding Payment Link payments

Creating a Payment Link in the Point of Sale

You must set a customer on a transaction/customer order if you would like to use a Payment Link.

You will then see the option to Share a Payment Link, just above the Tender/Save Order button:

If the customer isn't due to pay the full value of the transaction now, we'd recommend saving the transaction as a Special Order or Layaway, so you can recall the order in future and take the remaining payment. We would also recommend setting the transaction as a Special Order or Layaway if the customer isn't likely to pay via the Payment Link straight away.

Clicking Share a Payment Link will open a window where you can select the items for the Payment Link. Use the Include Line to indicate the items you'd like to include. For example, here we are asking the customer to pay for the baselayer but not the shorts:

You can also use Payment Links to ask the customer to pay an ad hoc amount against the transaction/order. For example, if the customer is going to pay a deposit on their order. To do this, click Add Ad Hoc Payment:

This will add a new line to the screen, where you can enter the Price for your ad hoc amount. The default Description will be ‘Ad Hoc Payment’, but you can rename this if you like so that it's clear to the customer when they open the Payment Link. The maximum number of characters is 250. Make sure that Include Line is ticked: 

When you're ready to proceed, click Create Payment Link:

A new window will open. From here, you can either copy your Payment Link URL and share this with the customer via email, or you can click the button to Share with SMS. If you are sending via SMS / text message, you can also edit the message Prefix if you wish:

We would recommend that you don't tender that amount against the customer's order unless they are going to pay via the link straight away. You can save the order and then recall it to record the payment once you have received confirmation that the payment has been made. 

What will my customer see?

The customer can open the Payment Link in their browser. On the left, they'll see details of the items they are paying for. If the payment is for an ad hoc amount, they will see the Description from the Point of Sale.

On the right, they will see the fields where they can enter their card details:

Once the customer has submitted their payment information and clicked Pay, they'll see confirmation on screen if the payment has been successful.

Receiving payment notifications and tendering the amounts

There are two ways to see that a Payment Link has been paid.

a) You will receive an SMS / text message notification in the Point of Sale:

Click on this notification to see the customer that the message relates to. Click on that customer's name and you will see the confirmation message (this will also set that customer in the Point of Sale):

To quickly recall the customer's order and tender this Payment Link, click the button to the left of the 'Scan to recall open order' field:

Once you've recalled the customer's order, you can tender their payment against it. If the Payment Link was for one or more items on the order, select those items for Pick Up. If the Payment Link was for a deposit, click into the Customer Orders menu and then Manage Deposits to add it to the order:

We would recommend creating a Tender Type for Payment Links, so that you can account for these separately in Cloud Reports.

Once you have tendered the payment against the order, you can click on the notification message text to change it from ‘Unread’ to ‘Read’. You should also mark the Payment Link as complete in the Back Office — please see the next section for further guidance on this.

b) You can see when Payment Links have been paid by customers from the CitrusPay Payment Link History page in the Cloud POS Back Office:

From here, you can see if a Payment Link is ‘Paid' or ‘Not paid’:

Once you can see that the payment has been made, you can now return to or recall the corresponding transaction/customer order in the Point of Sale and tender the value against the transaction. If the Payment Link was for one or more items on the order, select those items for Pick Up. If the Payment Link was for a deposit, click into the Customer Orders menu and then Manage Deposits to add it to the order:

We would recommend creating a Tender Type for Payment Links, so that you can account for these separately to other cash/card payments in Cloud Reports.

Managing Payment Links in the Cloud POS Back Office

The CitrusPay Payment Link History page in the Cloud POS Back Office has lots of useful features to help you to manage your Payment Links.

1) Once you have tendered a paid Payment Link against a customer transaction/order, you can click Mark as complete. This will let everyone in the business know that the Payment Link has now been tendered in the Point of Sale. 

Clicking ‘Mark as complete’ will also change the ‘Requires Action?’ box to unchecked. You can filter this column to view Payment Links that do/do not require action in the Point of Sale. You could also click ‘Mark as requiring attention’ to reverse this status.

2) If needed, you can copy the Payment Link from this page and resend it to the customer:

3) You can deactivate any Payment Links that are no longer needed. For example, if you created a Payment Link for a customer, but then they decided to come into the store to pay instead. To deactivate a Payment Link, click the Deactivate button. Please note that this status is not reversible — once a Payment Link has been deactivated, it cannot be used again.

Any deactivated Payment Links are hidden from the page by default. To show deactivated links, select the Display Inactive Payment Links check box above the main grid.

4) You can click View Security Info for any completed payments:

This will open a new window providing more information about the security checks that were carried out for your customer's card:

5) You can process refunds for payments made via Payment Links. Click Manage Refunds to begin this process:

This will open a new window. Here, you can set the amount to refund. The minimum refund amount is 0.01. The maximum amount will reflect the amount remaining against that payment. For example, if the customer paid 50.00, but you have already refunded 20.00, the maximum amount you can refund today will be 30.00.

Enter your chosen refund amount and click Issue Refund:

Once the refund has been processed, you will see a success message at the top of the page. The Payment Status will change to either ‘Partially Refunded’ or ‘Refunded’, depending on the amount chosen. The Value Refunded column will also be updated.

You will then need to record that refund in the Point of Sale. If you have created a new Tender Type in Cloud POS to tender these payments initially, we would suggest using the same Tender Type to record the refund. That will mean your overall Payment Link totals are correct within Cloud POS and Cloud Reports.

Once a refund has been issued, clicking Manage Refunds will also show any refunds that have been issued previously:

Frequently Asked Questions