Editing and importing pay link lists
Managing the status of Pay Links is essential, especially when handling pending or canceled transactions. Here’s how you can enable or disable Pay Links based on their transaction status:
- Identify the Pay Link Locate the Pay Link associated with the pending or canceled transaction you want to edit.
- Click the Edit Icon On the top-right corner of the screen, you will find the Edit icon. Press this to enter the edit mode.
Toggle the Status After entering edit mode, navigate to the specific Pay Link and find the status button. You can change the Pay Link status here by enabling or disabling it, depending on whether the transaction is pending or canceled.
NOTE: Once a Pay Link transaction has been completed successfully, it cannot be edited. You’ll only have the option to manage links associated with pending or canceled transactions..
To streamline offline verification or maintain a record, you can export Pay Link lists in various formats. Here’s how to export and manage the lists:
To Print the Pay Link Lists If you need a hard copy of your Pay Link lists for physical verification or documentation:
- Press the Print icon located on the top-right corner of the page.
- This will generate a printable version of the Pay Link lists.
CSV files are helpful for processing data in a structured way. To export the lists in this format:
- Press the CSV icon on the top-right corner of the page.
- The Pay Link lists will automatically download as a CSV file, which you can open with spreadsheet software or import into databases.
For users who prefer working in Excel:
- Press the Excel icon on the top-right corner.
- The Pay Link lists will be saved as an Excel (.xlsx) file, allowing you to edit and manage them directly within Microsoft Excel.
For a non-editable, easily shareable format:
- Press the PDF icon located on the top-right corner.
- This will save the Pay Link lists as a PDF file, which you can share or archive for records.
By following these steps, you can easily manage the status of Pay Links and export the lists in a format that best suits your needs.
