How do I send a payment link?

Before getting started, please ensure Virtual Terminal is enabled for your site. Click here for information.

Send a payment link

To get started, login to your Zeller Dashboard:

  1. Select Payment Links from the navigation menu.

  2. Click on +Payment on the top corner then select Payment Link.

  3. Select the Site
  4. Enter the amount you wish to charge your customer.

  5. Add transaction notes if applicable.
  6. Select your Expiry options for this Payment Link
  7. Click Next
  8. (Optional) Type in a Contact name and select that Contact from the dropdown.

    1. If they are a new customer, select Add Person or Add Business.

  9. (Optional) Type in a message for the recipient to see

  10. Click 
  11. Enter email address or phone number and click Send Link. 

Customers will receive the link to pay immediately via email or SMS depending on your selection. 

Copy a payment link

To get started, login to your Zeller Dashboard:

  1. Select Payment Links from the navigation menu.

  2. Click on +Payment on the top corner then select Payment Link.

  3. Select the Site
  4. Enter the amount you wish to charge your customer.

  5. Add transaction notes if applicable.
  6. Select your Expiry options for this Payment Link
  7. Click Next
  8. (Optional) Type in a Contact name and select that Contact from the dropdown.

    1. If they are a new customer, select Add Person or Add Business.

  9. (Optional) Type in a message for the recipient to see

  10. Click Next
  11. Select Link and then Create

The payment link will be copied to your clipboard. You may then share the link via other platforms. You can copy the link again by click on Copy Link

Once your customers have paid, you will receive an email and the record will be updated as Paid. 

If you require further assistance with processing payments via Virtual Terminal, please get in touch with our Support team. 

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