To send a customer a link to pay with SumUp, you need to create a payment request. You can do this in several places.
1. Open the desired order, go to the Payments & Invoices tab and click the + Payment link button. Or go to the Finance > Payment links page and click the “+ Payment link” button.
All successful payments via the created links go to the account set in the integration settings.
2. Fill in the payment details.
Merchant — select a merchant (legal entity) to which the funds will be credited.
Important: this field is displayed only if you have added 2 or more merchants, and if these merchants are available for the location where the payment request is created.
Payer — select an existing contact from the database or create a new contact. If you create a request in an order, the payer, or client of the work order is automatically added.
Amount — specify the amount to be paid by this client.
Payment comment — write a comment that will be displayed to the client during the payment (e.g. “Payment for work order A123”).
Important: you can create an unlimited number of requests for both one client and one work order.
3. Click the “Create” button.
