PAYIN Mass Payment Link

The PAYIN Mass Payment Link product allows you to generate multiple payment links simultaneously, streamlining processes for those who need to collect payments from multiple clients. Below, we guide you step by step on how to use this functionality:

Steps to create mass payment links

1. Access the Mass Payment Link functionality:

   • Log into PAYIN and select the Payment Link option.
   • Then, click on the Mass Processing option.
   • Next, select Create Mass Links.

2. Download the Excel template:

   • After selecting the Create Mass Links option, a pop-up window will appear detailing the step-by-step process.
   • You will find a button labeled Download Template. Click on this button to download the Excel file.

3. Fill out the template:

   • Complete the Excel file with the required information to generate the payment links. Typically, the following details are requested:
     • Client's name
     • Client's email address
     • Amount to be collected
     • Payment description (optional)

4. Import the file:

   • Once you have completed the template with the necessary data, go back to the pop-up window in PAYIN.
   • Click on the Import File button and select the Excel template you completed.

5. Generate the payment links:

   • PAYIN will process the information from your file and generate the payment links in bulk.
   • The links will be automatically sent to the email address associated with each client.

Important notes:

• Data validation: Ensure that the information in the template is accurate. Errors may prevent the generation of the links.
• Receipt by clients: The end clients will receive an email containing the payment link. This email will include the payment details to facilitate the transaction.

Having trouble uploading CSV file? We recommend you check this article for more information:  Problems with CSV file import in mass payment links