There are several ways to create a payment link in Twikey:

• From the payment links overview: Navigate to Payment links in the left-hand navigation menu and click New payment link.
• From the customer details: Open a customer record and click the plus icon in the payment links section.
• Via CSV import: Create multiple payment links at once by importing a CSV file. See Import payment links.
• Via API: See API Documentation.

For detailed steps, see How to create a payment link.

• Created — the payment link has been generated but not yet opened by the customer.
• Clicked — the customer has opened the link but not yet completed the payment.
• Paid — the payment has been successfully completed.
• Expired — the link's expiry date has passed without a payment being received.
• Declined — the payment was unsuccessful: the customer declined to pay, or a problem occurred during the payment process.

No, payment links cannot be manually marked as paid in Twikey.

However, you can manually update the status of the associated invoice. For further information, see Mark invoice as paid.

Refunds can be processed from the payment link's details page. Open the payment link and navigate to the Refunds tab — this tab is only available once the payment link has the Paid status.

For more information, see Refund payment links.

1. Navigate to Payment links in the left-hand navigation menu.
2. Select one or more payment links using the checkbox.
3. Click ⋮ and select Archive.
4. Confirm.

Important: if a payment link has the status Created, archiving it will permanently delete it instead — except if it was generated by a dunning workflow, in which case it is archived as normal.

For more details, see How to archive payment links.