Payment Links - BNPL Instore

Modified on Tue, 20 Oct at 5:38 PM

TABLE OF CONTENTS


BNPL Instore payment links let your in-store customers pay with a buy now, pay later option. You create a payment link at the point of sale and share it with your customer, for example as a QR code. The customer opens the link on their own device and completes the payment on a checkout page hosted by Unzer.

Note: Users with the Administrator, Operations Manager and Sales roles can view and create payment links and change the payment link settings. Users with the Sales role cannot see linked orders.

  • Go to Orders > Payment links.
  • The list shows all payment links you have created. For each link, you can see:
    • Created at and Last updated
    • Branch name
    • Type
    • Created by
    • Description
    • Amount
    • Customer email
    • Status
    • Linked order

Note: A payment link can have these statuses:

  • Link created: the link is active and waiting for payment.
  • Order created: the customer completed checkout and the payment succeeded.
  • Link Expired: the expiration date has passed and the link can no longer be used.

Note: You cannot edit or delete a payment link after you create it.

Note: Users with the Sales role cannot see the Linked order column.

1. Open the create form

  • Go to Orders > Payment links.
  • Click + NEW.
  • The Create payment link form opens.
  • Select the Branch and keypair for your store. BNPL Instore keypairs are shown as [branch name] / pos.
  • The icons below the field show the payment methods available for your selection.
  • Click Advanced optionsto change the default settings:
    • Payment methods: clear the checkbox of any payment method you do not want to offer.
    • Expiration date: the date and time the link stops working.
    • Link alias: enter a unique custom name to personalise the link address your customer sees.

Note: BNPL Instore payment links are always single-use. 

3. Add the order details

  • Under Order details, select one of these options:
    • ITEMS SALE: enter the Item, Qty, Unit price and VAT rate, and select the currency. Click + Add item to add more items, or click the bin icon to remove one. Optionally, click + Add delivery method or + Add discount. Check the Total (incl. VAT).
    • QUICK CHARGE: enter the Amount and select the currency. Use this when you do not need to list individual items.
  • Under Additional details, optionally enter an External order ID, or click + Add invoice ID or + Add payment link description.
  • Under Customer, optionally click + Add customer or + Add external customer ID.
  • To add the customer's ID document, click + Add ID document.
  •  The Add customerform opens with ID Document section expanded
    • Select the Document type (ID Card, Residence permit or Passport)
    • Enter the last 5 characters of the document number in Document number (last 5 characters).
  • Click ADD. 
  • click CREATE and continue to create a payment link.
  • A pop-up opens with these options:
    • Copy the link
    • Send the link by SMS
    • Send the link by email
    • Show a QR code for the customer to scan
  • Choose the option you need.
  • Click Close to close the pop-up.
  • The new link appears in the list with the status Link created.

Note: The link expires when the expiration date has passed. After that, your customer can no longer pay with it and the status changes to Link Expired.

  • Go to Orders > Payment links.
  • In the row of the link, click the three-dot icon in the Actions column.
  • Choose Copy link, Share via SMS, Share via Email or Share via QR code.
  • Go to Orders > Payment links.
  • If the customer has not paid yet and the link has not expired, the Linked order column shows a refresh button. Click it to update the link status and check for new payments.
  • When the customer has paid, the status changes to Order created and the Linked order column shows the order ID.

Open the linked order

Open the order

  • Click the order ID in the Linked order column.
  • The All orders page opens, filtered to show the order paid with this payment link.
  • Open the order to capture, refund or cancel the payment.

Open and edit the default settings

  • Go to Settings > Payment links.
  • On the General tab, under Defaults, set the values used for every new payment link:
    • Link validity period: enter the number of days a new link stays valid. The default is 7 days.
    • Link usage: select Single-use or Multi-use. (This setting does not affect BNPL instore Payment links as it always is single use)
  • Click SAVE. To undo your changes, click DISCARD CHANGES.
  • The message Setting has been updated appears.

Note: You can still change the expiration date for each link when you create it. The new defaults apply to all branches. The Link usage setting does not apply to BNPL Instore links, which are always single-use.

Customise your checkout page

Open and edit the checkout settings

  • Go to Settings > Payment links.
  • Click the Checkout tab.
  • Under Checkout branding, set how your checkout page looks:
    • Shop name: the name shown on the checkout page.
    • Shop logo: click Add image to upload your logo. Use a JPG or PNG file smaller than 500 KB, with a minimum height of 48 px.
    • Brand color and Background color: click the colour box to pick a colour.
    • Background image: click Add image to upload an image. Use a JPG or PNG file smaller than 500 KB, with a minimum height of 1024 px.
    • Font style and Form style: select an option from the list.
    • Favicon URL: enter the web address of the small icon shown in the browser tab.

  • Click Advanced optionsto set more details:
    • Text color, Link color, Payment form background color and Basket background color: click the colour box to pick a colour.
    • Shadows: switch on to show shadows on the checkout page.
    • Unzer logo in footer: switch on to show the Unzer logo at the bottom of the checkout page.
  • Under Checkout links, enter the web addresses of your Terms & conditions, Privacy policy, Imprint, Help and Contact pages. Customers can open these from the checkout page.
  • Under Return URL's, enter the web addresses of the pages your customer is sent to after checkout:
    • Success page: the payment succeeded.
    • Failure page: the payment failed.
    • Pending page: the payment is still being processed.
    • Cancel page: the customer cancelled the checkout.
  • Click SAVE. To undo your changes, click DISCARD CHANGES.

Note: The checkout settings apply to all branches.

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