Payment Links on Exly

Exly allows you to create and share universal as well as custom payment links (of any amount and/or currency). These payment links can be shared with the end-users directly through the Creator Tool page.

How to use the Payment Links tool on Exly?

Here’s a step-by-step guide on how to create and share Payment Links on Exly:

Step 1: On the Creator Tool page, scroll down to the Sales & Marketing section on the left side of the screen and click on the Payment Links card.

Step 2: On the new window, you will see three options - Create Payment Links, Manage Payment Links, and Share your Universal Payment Link.

Create a Custom Payment Link 

Click on the Create Payment Link button. Choose the link type you want: Open Link for links where customers can pay any price, and Custom Link for links where you want the customer to pay a specific price.

Name your link, choose the offering that you want to create this link for, add the amount you want to create the payment link for (only for Custom Links), and set the expiry date (if you want the link to expire on a specific date/ time).

Once you have added all the details, click on the Create Link button.

Once the link is created, you can share it by copying the invite link or you can just share it on WhatsApp, Instagram, Facebook, Twitter or just email it.

Using a Universal payment link

A Google Pay-like payment link that makes it easier to negotiate the price with a client and get paid.

This link allows users to select the item they want to purchase and pay their negotiated price. The currency in changes as per the end user's location which allows a creator to accept payments in multiple currencies.

Before using the universal link, make sure you have an offering available and the payment link is enabled. In case you don’t, click on the Create Offering option to create a new offering and publish it on the page.

Once your offering is created, you can simply copy the link or share it directly via WhatsApp by clicking on the icon.

When you share your universal payment link, the customer will be able to select the offering they want to purchase and add the amount of their choice.

If you don't want customers to use your universal payment link, you can disable it by turning the toggle off.

Step 3: You can manage all the payment links that you have created in the past by clicking on the Manage Payment Links card.

Here you can manage all the payment links you’ve created. You can view the Link Name, Link Type, Offering Name, Original Price, Link Price, Date Created, Expiry Date and Link

You can filter the payment links on the basis of Offering Name, Link Type, Start Date and End Date.

To do so, click on Search By and select the criteria. Enter the value you want to search the payment link for.

You can add more than one criteria to filter on multiple parameters.

Click Clear Filters to remove all the conditions and go back to the default view.

Step 4: You can also edit the payment link name or the expiry date/ time if you want to. Simply click on Edit Payment Link and change the name/expiry details.

Step 5: If a payment link is no more in use and you want to expire it’s offer, you can do so by clicking on Expire Link in the actions for payment links.

Viewing Transactions that have come through Payment Links

To view all the transactions that have come through payment links, go to the "See Transactions" page. Here you will be able to see all the payments that have come through open links, custom links, and universal payment links!