Editing a Payment Link

This guide walks you through the process of editing an existing payment link in the Customer Portal.

Accessing the Edit Page

1. Navigate to the list of payment links.

2. 

   Find the payment link you want to edit.

3. Click the "Edit link" option next to the desired payment link.

You'll be redirected to the payment link editing page.

Editing Payment Link Details

1. After clicking in a Payment Link, the Payment Link detail screen will be shown.
2. Clicking on Button Actions the option Edit will be available.
3. Click the "Edit link" option next to the desired payment link.

Payment Page Configuration

Product Information

• Product: The name of the product is displayed here. In this example, it's "Produto".
• Price: The price of the product is shown. Here, it's set to $10.50.

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Note

The product and price are pre-filled based on your product settings. To change these, you may need to edit the product details separately.

Options

You can customize the payment link with the following options:

• Limit to a specific customer: Toggle this on if you want to restrict the payment link to a particular customer.
• Collect customer's addresses: Enable this to gather customer address information.
  • Choose between "Billing address only" or "Billing and shipping addresses".
• Generate invoice: Turn this on if you want to automatically generate an invoice for each transaction.
• Allow Coupons: Enable this option to accept coupon codes on the payment page.

Payment Methods

• Limit payment methods to the Customer?: Toggle this on to restrict available payment methods.
• Available payment methods include:
  • Pix
  • Credit card
  • Boleto
  • ACH

Confirmation Page Configuration

To configure the confirmation page, switch to the "Confirmation Page" tab in the Payment Link settings.

Options

You have three main options for the confirmation page:

1. Show confirmation page: This is the default option. It displays a standard confirmation message after a successful payment.

2. Replace default with custom message: Enable this to use a personalized confirmation message.

   • If selected, a text field will appear where you can enter your custom message.

3. Don't show confirmation page: Select this if you don't want to show a confirmation page.

   • If chosen, you must provide a redirect URL in the "Redirect customer to your website" field.

Redirect Option

• Redirect customer to your website: If you choose not to show a confirmation page, enter the URL where customers should be redirected after payment.

Confirmation Page Preview

The right side of the screen shows a preview of the confirmation page. This includes:

• INSPIRE logo: Your brand logo at the top of the page.
• Language selector: Allows customers to choose their preferred language.
• Confirmation message: A standard message stating "Payment successful. Your order has been placed and is being processed."
• Confirmation icon: A green checkmark with a document icon, visually confirming the successful transaction.

Saving Your Changes

Once you've configured your payment link and confirmation page settings:

1. Review all options to ensure they meet your requirements.
2. Click the "Save" button in the top right corner to apply your changes.

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Important

If you wish to discard your changes, click the "Cancel" button instead of "Save".

Best Practices

• Use clear and concise language in your custom confirmation message if you choose to use one.
• If redirecting customers to your website, ensure the landing page provides relevant post-purchase information or next steps.
• Regularly review and update your confirmation page to align with your brand voice and customer experience goals.
• Test the payment flow, including the confirmation page, to ensure a smooth customer experience.