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 

• 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 

• Ensure a customer is set up with both an email address and mobile number (so they can receive SLOs via SMS). 

• Customers can also be added directly from the SLS page. 

• 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. 

• Customise the communication – users can: 

• Amend the email template (written in HTML) to match your preferred layout or wording. 

• Edit the SMS message to include a personalised tone or specific instructions. 

 

Sending a Secure Link Order 

1. Click on SLO in the portal. 

1. You will see a list of previously sent SLOs, including their status and amounts. 

2. Click Add New. 

1. Either select an existing customer (fields will auto-fill), or manually enter the customer’s details to create a new one. 

2. Select a product to send. This can be a regular item or a custom one such as "Total Balance" with a variable value. 

3. Choose how you would like to send the SLO: Email, SMS, or both. 

4. Proceed to Finalise & Send: 

1. Either click Finalise to send the SLO immediately, or schedule it to be sent at a later date. 

5. Add an External Reference, if required. 

 

After Sending 

• Once sent, you can monitor the SLO’s status: 

• Viewed – the customer has opened the link. 

• Paid – the payment has been successfully made.