Requesting PayEngine Payment Links from within Flex

• Introduction
• Requesting a PayEngine Payment Link from within Flex
  • Send Payment Link
  • Generate Payment Link
• Next Steps

Introduction

This article covers requesting a PayEngine payment link from within Flex. Be sure to check out PayEngine | Overview and Key Concepts for general information. 

Requesting a PayEngine Payment Link from within Flex

On a PayEngine-enabled Flex element, click Financials in the right-hand workbench menu. There are two options: Send Payment Link and Generate Payment Link. 

Send Payment Link:

Once the popup opens, you'll see PayEngine-specific fields at the top: 

1. Merchant - the merchant this payment will be linked to
2. Amount - automatically populates with the remaining balance from the element
3. Payment option(s) dropdown - automatically populates the default set in PayEngine Integration Settings
4. Description - an optional field for you to note what the payment request is for
5. Invoice Number - automatically populates from the element, can be edited as needed
6. Unpaid payment links for this document - if there are unpaid links already sent or generated from the element, they will appear here with the ability to copy the link.

To proceed, either confirm or re-enter the Amount you would like to send in the payment link. Please note, this field cannot exceed the remaining balance, which is calculated by subtracting any outstanding active payment links and applied payments from the total price. 

The Send To field populates with email from in the Client field on the element. You can add additional emails from a Contact, User, or manually by clicking on the icons to the right of this field. You can remove the default Client email, but at least one email is required to generate and send the payment link.

Once the amount is confirmed and the recipients are selected, you can click the Send to Client button, which will tell Flex to immediately send the email with the PayEngine payment link. A toaster confirmation message will briefly appear to let you know the link was successfully sent.

Generate Payment Link: 

The popup contains PayEngine-specific fields. 

1. Merchant - the merchant this payment will be linked to
2. Amount - automatically populates with the remaining balance from the element
3. Payment option(s) dropdown - automatically populates the default set in PayEngine Integration Settings
4. Description - an optional field for you to note what the payment request is for
5. Invoice Number - automatically populates from the element, can be edited as needed
6. Unpaid payment links for this document - if there are unpaid links already sent or generated from the element, they will appear here with the ability to copy the link.

Once all fields are confirmed and you're ready, click "Generate Link."

The link will automatically be copied to your clipboard, and the popup will change to show the full ink with the option to copy it again (in case you navigate away and need to come back to reinitiate a copy), open the payment link, or close the popup. 

Both Send Payment Link and Generate Payment Link (upon button clicks to Send to Client or Generate Link) populate a row in the Transactions tab on the PayEngine page.

Note: The currency on the element MUST be set to USD or CAD. Other currencies cannot be processed by PayEngine at this time. (Updated 6/11/2025)

Next Steps

Now that you've sent a payment link you can start Viewing PayEngine Information from within Flex or, if needed, adjust additional settings as necessary.