Clone an existing Payment Link
Navigate to the Payment Links view by clicking on Sales (top menu bar), then Payments, and then Payment Links.
Search for the name of the existing payment link that you want to clone, hover over its name, click the Actions dropdown, and then click Clone.
Name your new Payment Link with a name that is easily recognizable as this will show up on Finance’s reconciliation reports.
Create a new Payment Link from scratch
Navigate to the Payment Links view by clicking on Sales (top menu bar), then Payments, and then Payment Links.
Click Create a payment link.
Click on the name at the top to edit it. Replace it with a name that is easily recognizable as this will show up on Finance’s reconciliation reports.
In the top right, click the Add line item dropdown and then Create custom line item.
Add a name for the line item in the Name box. This will be displayed on the checkout page and the receipt. Be sure to give sufficient detail such that the registrant can turn this in for expenses at his/her ministry if needed.
If you would like to add a description or help text for this line item, enter that in the Description box.
Fill in the Unit price box (must be at least $0.50).
Leave the Quantity value set to ‘1’ unless this is a unique situation.
If this is an add-on where it makes sense to allow the user to add multiples, check the box named Allow customers to edit quantity.
Leave the Billing frequency set to ‘One-time’.
If you do not need to add any more line items, click Save. Otherwise, click Save and add another. Continue with step 5 to additional line items.
Click on the Settings tab under the payment name and verify that all of the settings are as you desire.
Click on the Preview tab under the payment name to verify that everything looks correct.
Click Create or Save in the top right corner.
Refund Payments
Open the contact record for the contact needing a refund.
In the right column, locate the Payments sections and find the specific payment that needs to be refunded.
Hover over the payment and click Preview
In the Actions dropdown, select Refund
Enter the Refund Amount and Refund Reason and hit Refund.
This will refund the entered amount back to the original payment method.