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 Links
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 the PayEngine Integrations Settings, click the Payment Links subtab.
The Payment Link History 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
- 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
From within Flex's PayEngine Integration Settings page, users can see if the status of that request is displayed and color-coded: a green Paid or an orange Unpaid. This status is updated automatically with your connection to PayEngine, so it will always show the most up-to-date information.
Clicking on Payment Links 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 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 see clearly when completed payments have been made and statuses updated to Paid.
Next Steps
Start using Flex-PayEngine to send payment links to clients. If needed, adjust additional settings as necessary.