In the New Contract wizard of the Merchant portal, steps 1 and 2 (see Creating a Corporate PayLink: general and items (steps 1 to 2)) are followed by steps 3 to 6: payment methods, payment schedule, summary and sending your Corporate PayLink™.
3. Payment Config
You see the payment methods from your Payments Acceptance and decide per payment method whether it is available for this PayLink. If the recipient already has a Corporate Wallet®, their preferred or individually adjusted payment method is highlighted. Via drag and drop you determine the order and thus the preference of the payment methods in the checkout.
4. Payment Schedule
In the Payment Schedule you define how payment happens (e.g. once, recurring, with a deposit or with a payment plan) and until when the checkout link is valid.
5. Summary
The Summary shows everything at a glance: acquirer, currency, items with net, taxes and total, payment schedule and payment methods. You can edit each section directly via the pencil icon. Confirm creates the contract.
6. Sending
Finally you receive the checkout URL, your PayLink. You can copy it and share it yourself, or enable Send by email: you then choose additional recipients (with Cc/Bcc), a subject and one of your e-mail templates, and can adjust the text before sending. Optionally you enable Client Interaction Tracking to see whether your client has used the link.
The recipient pays the PayLink with their Corporate Wallet. What they see when opening the link is described in I received a Corporate PayLink™.
Tip: With Save for Later you can save an unfinished contract and complete it later. You can find all contracts and their status under Proposal & Contract.