Generating One-Time Payment Links for MONOBANK and LiqPay
To meet the needs of online traders, there is a tool available that allows accepting card payments through the MONOBANK or LiqPay app. One-time payment links are generated for each sales order.
A one-time payment link is a single-use invoice with the necessary data that can be sent to the customer via messenger, email, or any other convenient method. When the customer follows the link, they will see the order details and only need to enter their card information and confirm the transaction. The user receives confirmation from the bank that the payment has been successfully processed, allowing them to ship the goods without waiting for the bank statement to be reconciled by the finance department.
Configuration
Before using the one-time payment link functionality, you need to perform several system configurations:
- Create a corresponding entry in the Payment Services.
The system will prompt you to choose the Payment Service Type - LiqPay Payment Service or Monobank Payment Service.
| Field Name | Explanation |
|---|---|
| Name, Description | Specify a brief name and description for the payment service. |
| Public Key (for LiqPay setup) | The identifier of the company created in LiqPay. |
| Private Key (for LiqPay setup) | The digital key used for encrypting data in LiqPay setup. |
| Token from personal account (for MONOBANK setup) | The identifier of the company created in MONOBANK. |
| Enabled | Check this box to make the payment service available for use. |
| Always include in documents | Check this box if you want this payment service to be automatically added to sales orders. |
| ISO digital code of local currency | Specify the ISO code of the local currency. |
| Payment Type | Choose Debit or Withholding depending on how the payment amount should be deducted from the payer's card - either immediately or withheld by the bank until user finalization. |
| Payment validity (sec.) | Set the validity period for the one-time payment order. |
| Logo | Optionally, you can add a logo. |
Creating Payment Links and Working with Transactions
After configuring the Payment Services, you can create a payment link for a sales order.
- Create a sales order.
- Select the Payment Service through which the payment will be processed.
- Choose either Prepayment % or Fixed Prepayment Amount (SMART Pay) in the sales order to be paid before the order is shipped.
- Release the sales order.
- When the Create SMART Pay event occurs, a transaction record is created (MonoBank Transactions, LiqPay Transactions). A payment service link is generated, allowing the customer to pay the full amount of the sales order or a percentage/fixed amount based on the order setup.
- The following information is available in the Factbox of the sales order regarding the created transaction:
- Status: The payment status.
- Amount: The amount for which the payment link is generated.
- Payment Link: The link itself, which can be copied or visited for payment.
- Expiry DateTime: The expiration date of the payment link based on the API setup for data exchange with payment services.
- The following actions can be performed from the Factbox:
- Show more information: Navigate to the transaction page.
- Update status: Manually update the status and payment information by communicating with the payment service.
- Cancel invoice: Cancel the payment if it hasn't been paid yet (not in a Successful or Withholding status).
- Delete invoice: Delete the transaction record.
- Finalize Amount: Finalize the payment amount if it is in the Withholding status.
- After successful payment, the transaction status changes to Successful (or Withholding), and a shipment can be created for the sales order.
Updating Status for Payment Service Transactions
Every 20 minutes, the periodic task Manage Payment Links updates the status and other payment information for the payment service transactions.
Until payment is made through the payment link and it transitions to the Successful or Withholding status, it is not possible to invoice or create a Shipment for the sales order.
For a Payment Service where the Payment Type is Withholding, the transaction initially enters the Withholding status. The amount can be finalized in the following ways:
- Automatically during Sales Order Invoicing.
- Manually using the Finalize Amount function in the sales order Factbox.
- From the payment service transaction page (MonoBank Transactions, LiqPay Transactions) using the Finalize Amount function.
If the sales order has an Prepayment % or Fixed Prepayment Amount (SMART Payment), the sales order status is also updated from Pending Prepayment to Release when the payment service transaction status changes to Successful or Withholding.
When the sales order becomes ready for further processing, the Payment Accepted (SMART Payment) field on the Sales Orders - List page will be set to "Yes".