Introduction
This article covers how to view information for PayEngine payment links sent from within Flex. Be sure to check out PayEngine | Overview and Key Concepts for general information.
View Sent Payment Link & Payment Status
On a PayEngine-enabled Flex element, click on Financials, then under PayEngine, click Integration Settings. Alternatively, you can navigate to Main Menu > Integrations > PayEngine. From this PayEngine Integrations Settings page, click the Transactions subtab.
The Transactions grid shows all the relevant information of your sent payment links.
- Element is the title of the Flex element (Quote, Invoice, etc...)
- Payment Link is the URL for the PayEngine payment link that was sent
- Payment Status is the current status coming from PayEngine
- Amount is the value entered on the Send Payment Link modal
- Description is the value entered on the Send Payment Link modal
- Payment Type is the specific payment used (ex. ACH, Visa, etc...)
- CC Fee* is the fee amount charged for a credit card transaction, if applicable
- Customer Name* is the first and last name taken from the payment link information
- Updated Date is the date and time the payment link was last updated
- Sent Date is the date and time the payment link was sent
- User is the logged in user who sent the payment link
- Transaction ID* is the PayEngine ID for this transaction
*These columns are not shown by default, but can be added to the view via Columns (as shown below)
From the Main Menu > Integrations > PayEngine > Transactions subtab, users can see that the status of a request is displayed and color-coded: green reflects a Paid status and orange reflects an Unpaid status. This status is updated automatically with your connection to PayEngine, so it will always show the most up-to-date information.
Clicking on a Payment Link with the status Paid will lead to a PayEngine confirmation page, while links with the status Unpaid will lead users to a PayEngine page where they can make payments with a Credit Card or Bank Account (ACH).
Notifications (located in the left-hand Resource Browser menu) will include a link back to the element the payment link(s) were sent on and are enabled with the color-coded status so users can clearly see when completed payments have been made and statuses have been updated to Paid.
Cancelling Payment Links
In Flex, navigate to Main Menu > Integrations > PayEngine > Transactions. Locate the three dot Action menu to the right of the checkboxes and click Cancel, which will trigger a popup to confirm you would like to cancel the payment.
You can also cancel a Payment Link in PayEngine by navigating to your PayEngine Merchant Portal > Hosted Payments. All the way to the right is a toggle button, which you can click to deactivate the link. This will make the link invalid to anyone who clicks on it.
If a link has been successfully Cancelled with either method, it will appear in red with the link invalidated and unusable.
Note: Only Payment Links with the status Unpaid have the ability to be cancelled.
Next Steps
Start using Flex-PayEngine to send payment links to clients. If needed, adjust additional settings as necessary.