Configuration

Configure Pay by Link email details, your address, and link settings by transaction type in the Merchant Portal.

Open Pay by Link Configuration

1. Ask your administrator for access to Settings → Payment configuration if you cannot open it.
2. Open Settings → Payment configuration and select Pay by Link Configuration.

The screen offers Update email addresses, Update Address, and Edit Configurations. Each form has its own save control.

Edit email details

1. Select Update email addresses to open Edit email details.

2. Review or update the fields you need:

   Field	What to enter	Labelled optional?
   Email subject	Subject for Pay by Link emails	No
   From email address	Sender email address	No
   CC email	Address to copy	Yes
   BCC email	Address to blind-copy	Yes
   Reply to email	Address for replies	Yes
   Email display name	Sender name shown to customers	Yes
   Success URL	Destination after a successful payment	No
   From payment link logo URL	URL of the payment-link logo	No

   “No” means the Portal does not label the field optional; it does not establish that the field is required.

3. Click Save Changes to apply your edits, or Cancel to leave the form without saving.

Update Address

1. Select Update Address.

2. Review or update the address fields:

   Field	Labelled optional?
   Address 1	No
   Address 2	Yes
   City	No
   P.O. Box	Yes
   State	No
   Country	No

   “No” means the Portal does not label the field optional; it does not establish that the field is required.

3. Click Save Changes to apply your edits, or Cancel to leave without saving.

Edit Configurations

1. Select Edit Configurations.
2. Choose a Transaction type shown for your account: Auth, Purchase, Sale, Instalment, Unscheduled Auth, Unscheduled Purchase, Recurring Auth, or Recurring Purchase.
3. Set Link expiry (days) and Payment attempts for that transaction type. Enter a Terms and conditions URL if you use one; the Portal labels it optional.
4. Click Save Changes to apply your edits, or Cancel to leave without saving.

Repeat the steps for each transaction type you need to configure. The available transaction types depend on your account; this guide does not specify default expiry values or a maximum number of attempts.

Optional: Check a new link

Create a test link using Create New Pay By Link and review its email details and expiry before sharing it with a customer. To update the message body, see Email Templates Configuration.

Related

• How Pay by Link works
• Create and send a payment link
• Email templates
• Invoicing via API for Developers