Payment Link Improvements
complete
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Eve.M
It would be helpful to have the option to send the link via email and SMS as a first option rather than just SMS. We have to open the customer communication and create an email template to send this via email now.
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Emma - Citrus-Lime
Hi everyone,
The changes and improvements to Payment Links have been made live in today's Cloud POS hotpatch.
This How To article has been updated to include guidance on all these new features: https://howto.citruslime.com/additional-options-and-features/how-do-i-use-citruspay-payment-links
Neil McQuillan
Information on these changes is in these release notes https://howto.citruslime.com/2024/cloud-pos-hotpatch-21st-may-2024
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Ben
Neil McQuillan Good to see this going live. We are just getting setup to use payment links now the new features are in it (removing our third party tool). Was there a reason that you only gave the option to text the payment link and not email? We do not text our customers (plus there is a charge). Now our CS will have to copy the link and create an email each time rather than a convenient "Email Link" button which would have seemed appropriate.
Have added a suggestion for this: https://citruslime.canny.io/point-of-sale/p/add-email-button-to-payment-links-feature
Neil McQuillan
Ben You can copy the links in the UI I believe and email them.
We're definitely preferring text messages in our new developments. consumers seem to prefer them (email is starting to feel old hat), and we've been able to built in two way functionality using the small revenue stream we make from text messages so it saves a load of staff time by not tying up Customer Service staff on the phones or moving to a different software platform to handle replies.
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Ben
Neil McQuillan Ok, perhaps it works for some retailers. For us this particular feature is used by our web customer service team and we have always found email to be appropriate (most other comms are email: Order Confirmation, Despatch Notification etc). Particularly as a payment link is generally sent off the back of some other communication (phone or email) so the customer is looking out for it.
For us there is no point in incurring the extra cost of a text for this. Perhaps if enough others see value in an email button it might be considered.
Neil McQuillan
Yeah for sure, we're certainly excited about SMS as we love the way it integrates into the product, we cannot confidently get email replies automatically into timelines but we could add a button if others are interested. I'm pretty sure there is a click to copy button which would break the back of this task.
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Neil McQuillan
This piece has passed testing and will be in an upcoming hotpatch.
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Paul
We were looking it to signing up to this. Thanks for sharing, we'll likely hold off until these are resolved.
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Phil Topliss
Can you advise if this system is securing using 3d secure as we just did a test transaction and it only needed the card details and number on the back
Suzy Weightman
planned
Suzy Weightman
Hi everyone,
I wanted to keep you updated with some changes & improvements we have planned for CitrusPay Payment Links.
- Add an active status to payment links - this will allow you to deactivate any historic links which are no longer required.
- Add visibility of security & risk checks on payments
- Add an "actioned" status to payment links - this will allow you to mark a payment link as actioned (i.e. the payment has been added to an order/transaction)
- We'll add the ability to create a payment link for an "adhoc" value without the requirement to add a miscellaneous item to the transaction/order.
- We'll add the ability to process refunds against payment links, and see the full history of the payment.
We'll be starting work on these changes in March, and we'll be hoping to roll these out in the first half of 2024.
Thanks!
Suzy
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