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      How do I create a payment link?

      This article will explain how to create a payment link to generate a new QR Code to start tracking a campaign.

      FAQ Contents

       

      How to create a payment link:

      1. Go to your dashboard (app.yoello.com)
      2. On the menu bar, click 'Payments' > 'Payment Links'
      3. Click 'Create Payment Link'
      4. Enter a Public Name for the link, this will be visible to donors on the landing page
      5. Enter an Internal Name (if required), this name will not display to donors and only display within your dashboard.
      6. Enter a Description (if required), this will be visible to donors on the landing page
      7. Add an image
      8. Confirm the Data Collection settings that you want donors to enter when they donate.
      9. Toggle if you would like to turn on Gift Aid
      10. Toggle if you would like to turn on the Processing Fee Checkbox, giving donors the option to pay for the transaction fees ontop of their donation.
      11. Click 'Create Payment Link'
      12. You will be redirected to that new payment link setting page, where the payment link QR code will be available for you to share or print.

       

       

      How to delete a payment link:

      1. Go to your dashboard (app.yoello.com)
      2. On the menu bar, click 'Payments' > 'Payment Links'
      3. Select the payment link you would like to delete
      4. Click 'Delete Link'

      Please note - Deleting a payment link will not impact your reporting, if payments have been made using a payment link and then you delete the link, the payment will still show the payment link used.

       

       

      How to disable a payment link:

      1. Go to your dashboard (app.yoello.com)
      2. On the menu bar, click 'Payments' > 'Payment Links'
      3. Select the payment link you would like to disable
      4. Click 'Edit Link'
      5. Toggle OFF the payment link 
        1. disable payment link 2
      6. Scroll down and click 'Save Changes'

       


      How to edit a payment link:

      1. Go to your dashboard (app.yoello.com)
      2. On the menu bar, click 'Payments' > 'Payment Links'
      3. Select the payment link you would like to edit
      4. Click 'Edit Link'
      5. Make the required changes
      6. Scroll down and click 'Save Changes'

       


      How to track payments made through a payment link:

      1. Go to your dashboard (app.yoello.com)
      2. On the menu bar, click 'Payments' > 'Payment History'
      3. Click 'Filter By Payment Link'
      4. Click a payment link that you would like to see the payment history for
      5. The payment history tab is now only showing you the payment made using the selected payment link

      Export functionality - If you would like to see a full list of payment history, you can click 'Export' in the payment history section, and it will download an Excel report, which will confirm each payment made, and under the heading 'Payment Link Name' it will confirm if there was an associated link used.

       

       

      If you require any further support or have any queries, please contact us at the below details: 

      Email: 
      Phone: 0330 818 0264
      WhatsApp: 07360 542 602
      Submit a support query: Contact us