How does generating and sending multiple payment links work?
Here are the main steps of the process :
- File preparation: You must prepare a CSV file with the details of the payment links, the amount, the reference, the name and surname of the customer if it is a person or the name of the company if it is a legal entity.
- Upload the CSV file: After preparing the CSV file, you upload it to your Dashboard under the creation of multiple payment links.
- Generating the links: Once the file is uploaded, the platform automatically generates a payment link for each line of the CSV file.
- Sending the links: The payment links are sent directly to the customers via email and/or SMS using the contact details provided in the CSV file.
What types of information should be included in the CSV file?
The CSV file must contain the following information for each payment:
- Amount [required]
- Expiration date [required]
- Label [required]
- End to end id [optional]
- First name [required with last name if company name is empty]
- Last name [required with first name if company name is empty]
- Company name [required if both first and last name are empty]
- Email address [optional]
- Template id [optional]
- area code [optional]
- Phone number [optional]
If you have a payment account here is what the CSV file must contain
- Amount [required]
- Expiration date [required]
- End to end id [optional]
- First name [required with last name if company name is empty]
- Last name [required with first name if company name is empty]
- Company name [required if first and last name is empty]
- virtual iban mode [optional]
- virtual iban id [optional]
- Email address [optional]
- Template id [optional]
- Area code [optional]
- Phone number [optional]
What is the required format for the CSV file?
The CSV file must follow a defined structure to be correctly processed by the platform.
It is important to check that the CSV file is correctly formatted, with the correct headers and without syntax errors.
How can I send payment links by email and SMS?
If you have associated an email with a payment then an email will be sent directly to the email address indicated.
If you have associated a phone number then an SMS will be sent directly to the phone number indicated. The SMS sending feature must be enabled on your account, do not hesitate to contact our teams.
What to do in case of errors when uploading the CSV file?
If an error occurs when uploading the CSV file (for example, an incorrect format or missing data), the Dashboard will inform you of the problem. You will then have to correct the file and upload it again. Make sure to respect the required structure and fill in all the mandatory columns.
What are the advantages of using this system to generate multiple payment links ?
- Time saving: Automatic generation of multiple links from a single file saves you from manually creating each link.
- Simplicity: The interface simplifies the sending of links via email and SMS, eliminating the need for multiple tools or integrations.
- Efficiency: Reduce human errors and improve the efficiency of your payment and/or collection process.