With Corporate PayLink you send your corporate clients an offer or a payment request as a link. The client opens the link and pays directly through Corporate Checkout®. You start the process in the Merchant portal via New Contract, which guides you through six steps.
You choose the transaction type (Proposal, Payment or Proposal payment), the transaction provider and your transaction widget. A live preview on the right always shows what the recipient will see.
Then you have two options: With Create Contract using AI you simply upload a PDF (invoice, booking confirmation, quotation or itinerary) and the AI extracts all contract details automatically. Or you fill in the fields manually: transaction name, currency, recipient e-mail, an optional attachment, internal notes and, via Set Link Expire, due dates for the proposal and the checkout.
Here you add the line items. Each item has a category (for example flight, accommodation, rental car, parking, rail, event & conferences or other), a title, an optional description and CO2 value, a price with price type (flat fee, per hour, per day, per night, per week, per month) and a quantity. Please be aware that for each category certain extra fields are available - some of them mandatory. For taxes you select the tax charge base (for example VAT, bed tax, city tax or country tax) and enter the amount or percentage, the other field is calculated automatically. Optionally you attach a cancellation policy to the item. Use Add item for additional items.
How to continue with payment methods, payment schedule, summary and sending is covered in the article Corporate PayLink: configuring payment and sending.
