The Pay By Link feature allows payments to be initiated directly from Microsoft Dynamics 365 Business Central and sends the customer a payment link via email. The customer can complete the payment through this link without logging into the shop. After successful payment, the sales order can be processed as usual.
Currently, Pay By Link is supported via collana pay by the following Payment Service Providers: Adyen, Mollie, and Computop.
Activation and Setup
To use Pay by Link, a provider account must first be set up in copal.
Afterwards, the payment method is configured in Business Central within the collana pay setup. Here, the function Start Payment in Business Central needs to be activated.
Generating a Payment Link
Once the feature is active, a payment will automatically start when a sales order with the corresponding payment method code is released without an existing collana pay transaction GUID.
Clicking on the collana pay status will take you to the collana pay transaction card.
There, by clicking the Process relevant Notifications button, notifications for the interaction steps (Create, Prepare, Reserve) can be processed directly. Alternatively, the notifications can be processed via a scheduled job.
Once the notifications for Reserve are processed, the payment link is written to the transaction card.
Sending the Payment Link
The payment link can be sent to the customer via the Send Payment Link by Email... button.
Sending the email is not automatic. This gives full control over the timing and content of customer communication.
Available Fields After Payment Completion
On the collana pay transaction card, additional fields are available after the customer completes the payment via link. These fields are used for tracking and analyzing the Pay By Link payment.
| Field Name | Meaning / Information |
|---|---|
| Pay by Link | Contains the URL through which the customer completes the payment. |
| Actual Payment Method | The payment method actually chosen by the customer during payment. |
| Actual Provider Protocol Subtype | The specific provider subtype identified at payment completion. |
| External Payment Method | The external payment type used via the payment link. |
| Brand | The brand selected by the customer (e.g., Visa, Mastercard). |
Customizable Email Reports
Pay By Link has its own report selection available in collana pay.
In new installations, the Cronus template is used by default. In existing installations, a custom report layout must be created.
The report layout with ID 71759575 can be exported and customized as a Word template.
The variable PaybyLink_PAYTransaction is available in the report for the payment link.
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