Creating Payment Links in the Agent Portal
The AndDone Agent portal enables you to create and share payment links with your customers. You can also view details for currently active payment links. To create a Payment Link, the PaymentLink feature must be enabled for the merchant in the AndDone Admin Portal.
The AndDone Agent portal enables you to create and share payment links with your customers. You can also view details for currently active payment links. To create a Payment Link, the PaymentLink feature must be enabled for the merchant in the AndDone Admin Portal.
To create a payment link:
- In the left column of the Agent Portal, select Payment Link > Create Link. The Create Payment Link option panel is displayed.
- Select the reference type for the payment:
| Value | Description |
| Quote ID | The IPFS quote ID number associated with the payment. This reference type flags the transaction as a IPFS down payment. |
| Account Number | The IPFS account number associated with the payment. This reference number flags the transaction as an IPFS installment payment. |
| Policy Number | The unique insurance policy ID. |
| Invoice Number | The unique agent-assigned invoice number associated with the payment. |
| Other | This can be any other merchant-assigned reference number or string that is used to identify the payment. |
3. Enter the payment reference number based on the selected reference type.
4. In the Merchant Reference field, enter a unique merchant reference number for the transaction. If the Merchant Reference field is empty, AndDone automatically generates a merchant reference number.
5. In the Accepted Pay Types field, select the payment methods that will be accepted for the transaction (ACH, Card).
6. In the Amount field, enter the payment amount to be collected in U.S. Dollars.
7. In the Valid For field, enter the duration for which the Payment Link will be valid. The customer must use the payment link within this time period. The minimum expiration period is 1 hour. The maximum expiration period is 10 weeks.
8. In the Purpose of Payment field, enter a description of the payment.
9. In Additional Details, select the desired option for customer information to be displayed or collected in the payment form:
| Value | Description |
| Ask the shopper to fill in their details | The customer is prompted to enter one or more of the following based on your selection: First Name, Last Name, Email, Phone number. |
| Manually enter shopper details | Enter the customer’s First Name, Last Name, Phone Number, Email, and Billing Address. This information is displayed in the payment form and can be edited by the customer. |
| No additional details | No customer contact information is displayed or collected in the form. Only merchant and payment information is displayed. |
10. Select a Confirmation Page option:
| Value | Description |
| Use default agent message | The payment confirmation page displays the default message set in the Branding page of the Agent Portal. |
| Replace default with custom message | Enter a custom message to display on the payment confirmation page. |
| Redirect customers to your website | After the payment is completed, the customer is redirected to the webpage URL that you provide. In the Redirection Time field you can specify the delay in seconds before the customer is redirected from the payment confirmation page to the specified redirect URL. The minimum, default delay is 15 seconds. |
11. Click Create Payment Link. After the payment link is created, a dialog is displayed with the payment link URL.
Sharing Payment Links with your Customers
To share the link with the customer, you can copy the link from the dialog that displays after the payment link is created. You can also access a list of currently active payment links by selecting Links in the side menu of the the Agent Portal. From the Links page you can access the detailed information for each payment link including the link URL to be shared with the customer.