How to Send a Secure Link Order (SLO)
Introduction
The Secure Link Orders (SLO) feature allows users to send payment links directly to customers via email, SMS, or both. This is a convenient way to request payment for a specific product or a custom amount (e.g. a total balance).
Getting Started
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Ensure the Secure Link Orders feature is enabled – please contact MYPOS Connect Support to activate permissions for portal users.
Before Sending a Secure Link Order
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Ensure a customer is set up with both an email address and mobile number (so they can receive SLOs via SMS).
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Customers can also be added directly from the SLS page.
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Ensure the product is set up – you can send individual products to a customer or create a custom product (e.g. “Total Balance”) to request full or outstanding payment.
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Customise the communication – users can:
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Amend the email template (written in HTML) to match your preferred layout or wording.
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Edit the SMS message to include a personalised tone or specific instructions.
Sending a Secure Link Order
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Click on SLO in the portal.
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You will see a list of previously sent SLOs, including their status and amounts.
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Click Add New.
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Either select an existing customer (fields will auto-fill), or manually enter the customer’s details to create a new one.
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Select a product to send. This can be a regular item or a custom one such as "Total Balance" with a variable value.
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Choose how you would like to send the SLO: Email, SMS, or both.
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Proceed to Finalise & Send:
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Either click Finalise to send the SLO immediately, or schedule it to be sent at a later date.
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Add an External Reference, if required.
After Sending
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Once sent, you can monitor the SLO’s status:
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Viewed – the customer has opened the link.
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Paid – the payment has been successfully made.