Description: Learn how Payment Links works in the Shift4 Dine Customer Hub and how to use it to securely collect payments, support remote and international billing, and manage payment requests in one centralized location.
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Overview
The Payment Links feature in the Customer Hub is designed to simplify payment collection, especially for remote payments and international transactions. It allows merchants to request payments through a secure, hosted checkout experience without handling sensitive cardholder data directly. Payment Links is widely used in European markets and supports a consistent payment experience for international customers.
What is Payment Links?
Payment Links allows you to generate a secure, unique payment URL for a specific transaction. The link can be shared with customers via email, SMS, or other messaging platforms, directing them to a secure, Shift4-hosted payment portal to complete their transaction. All payment data is processed through Shift4's secure environment, keeping sensitive cardholder information off your local systems.
Getting Started
Generate a Payment Link
To generate a link, select + Add Payment Link. Alternatively, select a template to create a link with relevant options pre-toggled based on common use cases.
Once in the configuration screen, define the payment details:
- Payment title
- Amount
You can also configure the following optional settings:
- Include Description: A description for the payment link that displays to the customer on the payment form.
- Collect Customer's Billing Address: Adds billing address fields to the payment form.
- Include Company Name: Adds a company name field to the payment form.
- Allow Multiple Payments: Allows the same payment link to be used more than once. Once toggled, enter the number of times the link may be used. The link remains active until all payments have been submitted.
- Set Expiration Date: Sets an expiration date and time for the payment link. Once toggled, fields to select the date and time will appear.
- Send a Payment Link via Email: Automatically emails the payment link to the customer. Once toggled, a field will appear for the recipient's email address.
As you configure options, a live preview of the payment link form updates on the right side of the screen. When shared, customers are taken to a secure, Shift4-hosted payment form displaying the details configured during setup.
Generate a QR Code
Any active payment link can be converted into a QR code. To generate one, append /qr to the end of the payment link URL (e.g., https://pay.shift4.com/.../qr). Navigating to this URL automatically downloads the QR code image, which can then be embedded in digital materials or printed.
Templates
The following templates are available:
- Email: For payments sent directly to a customer via email. Pre-configures the link to include a description, collect the customer's billing address, and automatically email the link to the recipient.
- Social Media: For payments shared through social media channels or messaging platforms. Pre-configures the link to include a description and collect the customer's billing address.
- Phone Order: For payments taken over the phone. Pre-configures the link to include a description and collect the customer's billing address.
- Invoice/Bill: For payments tied to an invoice or bill. Pre-configures the link to include a description and collect the customer's billing address.
Customize the Payment Link
Select Customize Links from the top of the Payment Links main page or at the bottom of the preview form to configure visual settings for the payment link form.
Customization options include:
- Header: Upload a brand logo or icon using Select Files, and enter a Headline Text and Caption to display at the top of the payment form.
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Style: Configure the visual appearance of the payment form using the following dropdowns:
- Font: Select the font displayed on the payment form.
- Button Color: Select the color of the payment button.
- Background Color: Select the background color of the Payment Links page.
- After the Payment: Enter the URL customers should be redirected to after their payment is complete.
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Options: Configure the following toggles:
- Allow payments with digital wallets: Enable Apple Pay and Google Pay as payment options on the form.
- Show the amount on the 'Pay' button: Displays the payment amount directly on the payment button.
- Require customers to approve your terms & conditions: Adds a terms and conditions checkbox to the form. Once toggled, enter the URL for your terms and conditions.
- Enable Link expiration: Sets a default expiration window for payment links. Once toggled, select the expiration period from the Expire In dropdown.
Under Templates, check Show Templates on the Payment Links page to display template options when creating a new payment link.
Track and Manage Payments
Once a link is created, it can be copied and shared immediately.
Use the Payment Links page to monitor payment status, manage active links, and support reconciliation.
Use the Search field to locate specific payment links, or use the Status dropdown to filter results by All, Active, Scheduled, Deactivated, Expired, or Completed. Individual links can also be copied at any time for re-sending to customers.
Payment Details
Select any payment link to open the Payment Details page. This page provides a detailed overview of the payment link, including its current status and URL.
From this view, you can also review all transaction attempts associated with the link, including both successful and declined charges.
Summary
By using Payment Links, you can offer a flexible and secure way for customers to pay remotely or internationally while maintaining strong security practices and operational efficiency within the Customer Hub.
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