Pay by Link - Omni-Channel Online Payments
Customer Payments via SMS, Web Chat, Email & WhatsApp
Our Pay by Link service allows your staff to take secure payments from any location, making it ideal for homeworkers and staff in the office.
At the point a payment is required, either on a phone call or during a conversation via other media, the agent creates a unique payment link from our easy-to-use web portal and sends it to the customer for them to follow and make payment – no different to when they are making online purchases. You can send the payment link via SMS, email, web chat or any other social media communication channels.
Once the payment is complete we will notify the agent via the portal and as a business you can access full transaction reports at any time. Customer details are also stored for future use making it easy to create new payment links for them in the future.
Key Features & Benefits
Fully PCI compliant for security
No customer card details entering agent’s homes or your premises
Send the payment link via SMS, webchat, social media, WhatsApp and other media channels
Agent gets immediate notification of payment status – authorised or declined
Additional option for agent to take payment over a live phone call via softphone
Only equipment required is a screen and an internet connection, no new hardware required
Take payments from any location and at any time
How the Pay by Link service operates
You continue to communicate with your customer as you were
At the point of payment your agent creates a payment link on our portal
The agent can confirm to the customer how they will send the payment link
Agent sends the payment link to the customer
The customer follows the link and enters their payment card details
The secure platform processes the payment with your PSP
The agent is informed of the payment status and can relay this to the customer
We can send the payment details to your CRM, if required
You can continue to communicate with the customer as necessary
You can choose whether to integrate the Pay By Link solution directly into your CRM system, or use the easy to use agent interface to generate the payment links for your customers.
Search for customers that have been preloaded into the platform
Add a new customer into the platform database
Either send an SMS to the customer, or copy the link for other channels.
Once the customer receives the payment link, they just need to click the URL to be redirected through to the online payment portal to complete the transaction as they would any other ecommerce payment.
Payment Link received via SMS or any digital text channel.
Customer completes payment card details
Payment is processed and authorised code is displayed.
Once a payment has completed we can send the transaction record directly to your CRM, or if you prefer we can send you a nightly batch of transactions. We have various options available to suit your systems, including direct API integration and Secure File Transfer Protocols (SFTP).
In additional to the automated transaction reporting, and the reporting available from your Payment Service Provider (PSP), you can also use our online portal to view and download historic and up to the minute transactions.
You can search for, view all and drill down into each transaction processed, providing an invaluable resource for both finance and customer service teams.
Search transactions processed by the secure platform
View all the transactions meeting your search criteria
Drill down to view all the details and gateway responses