HPay Support

Managing Links in the Payment Link Manager

Payment links you have created with our powerful HPay integration can be managed in the Payment Link Manager. Here you can cancel, extend, resend and process payment links – either individually or in batch.

Access Payment Link Manager by clicking the Select ribbon tab at the top of the screen and choosing More > Payment Link Manager.
Result: The Payment Link Manager Base Query opens. Note: If you opted at an earlier time to not see this base query, you will be taken directly into your Payment Link Manager and can skip to Step 3, below.
Note: The Payment Link Manager button can also be added to your program’s sidebar. See Using the Navigation Pane for more information.

Optionally adjust the date range or excluded link statuses on the Payment Link Manager Base Query screen and then click OK.
Result: The Payment Link Manager opens listing all links for the date range and status criteria you established in your Base Query, above.
Note: You can edit the existing base query inside the Payment Link Manager by clicking the Base Query button at the bottom right of the manager window and choosing Base Query.

[Optional] Customize the columns appearing in the manager grid or sort and filter grid data as described in Working with Grids.
[Optional] Select any link record in the grid and then click any of the three tabs along the right side of the manager to review the following information:
- Details Shows general details of the selected link and its associated event.
- Payment Breaks down the specific payment details of the select link – including the link amount, any optional tip, an associated surcharge amount and the total payment.
- Activity Lists all activity for the selected link from the date/time it was created until the date/time it was paid or expired.
[Optional] Select one or several records in the grid, click the Tools button at the right of the screen and choose one of the following options:
- Cancel Payment Link Makes the selected payment link(s) immediately invalid.
- Extend Payment Link Provides the option to extend the expiration date of the selected payment link(s).
- Resend Payment Link Resends the selected payment link(s) to its/their original recipient with its original due date and expiration date.
- Update All Links Checks for any updates in payment status of ALL links (regardless of whether or not any are currently selected). This tool is also available as a button at the top left of the Payment Links Manager window.
- Update Selected Links Checks for updates in payment status for only the selected link or links.
- View Last Update Results Opens a window listing the most recently updated link records.
- Mark Link(s) As > Sent or Unsent Marks all selected links as either Sent or Unsent. (Useful if links are emailed manually as opposed to using automatic templates.)

Tip: When displaying the Status column in the grid, you will find that payment links are assigned one of the following statuses:

Initialized	The link has been created but not used by the customer.
Paid	Payment has been made by the customer and approved by the bank .
Expired	The payment link has expired.
Rejected	The card was rejected for any number of potential reasons such as expired card, invalid card info, declined by bank, etc.
Canceled	The payment link was canceled by the sender.
Failed	The customer attempted payment but the transaction failed due to an error.
Pending	The payment has been submitted by the customer but the transaction itself is still pending .

Managing Links in the Payment Link Manager

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