How to use Card Link payment option

This article provides a step-by-step guide on using the Payment Link, an alternative credit card payment option. This option allows customers to pay securely via a link sent through email or text, without using a physical payment terminal.

You may refer to this video for a step-by-step guide on using the Card Link payment option: 

https://www.youtube.com/watch?v=xQJ4MMzQyNU.

Step 1: Access the Payment Link Option

• Start in the Payment Section of the Sale Checkout.

• Choose the Payment Link option to charge the customer.
  
   
  
  
  

Step 2: Confirm Sale Price

• The price dialog will display the full sale price automatically.

• Press Done to confirm and proceed.
  
  
  
  

Step 3: Choose How to Send the Payment Link

• In the Send Payment Link dialog, select how the link will be sent to the customer.

  • Type field: Choose to send via text message or email.

  • For this example, select text message.

• Customize the Message field if needed or keep the default text.
  
   
  
  
  

Step 4: Set the Payment Option

• Choose whether to wait for real-time payment confirmation or save the sale as a draft to process payment later.
  
  

  • Real-time: Wait for payment during the current interaction.

  • Deferred: Save the sale and return to it once the customer submits payment.

Step 5: Send the Payment Link

• Once the settings are finalized, press OK to send the link.

• Allow 10-20 seconds for the customer to receive the message.

Step 6: Customer Completes Payment

• The customer follows the link, reviews and signs the policy, and enters their card details.

• After inputting details, the customer presses Pay Now to submit payment.

Step 7: Verify Transaction in Sale Checkout

• Return to Sale Checkout to confirm the transaction has been applied.

• Verify the policy signature and transaction status in the payment section.

• Note that the transaction can be voided if necessary.

Step 8: Complete the Sale

• Finish the sale to complete the transaction.

• For customers using this payment option, their card is automatically saved for future purchases with permission.

Troubleshooting 

For any issues encountered when using the Payment Link option, please contact Flawless POS support for assistance.