Viewing and Managing PayLinks

Learn how to view and manage previously created PayLinks

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# Viewing PayLinks

There are two ways to view PayLinks that have been sent:

## Recently Sent PayLinks

The five most recently sent PayLinks will appear on the **Send Paylinks** tab within the **PayLinks** page

<Image alt="Image showing the location of the five most recently sent PayLinks" align="center" className="border" border={true} src="https://files.readme.io/d1155e6-RecentlySentPayLinks.png" />

## View All PayLinks

The **View all PayLinks** tab within the **PayLinks** page offers a more detailed view with options to search and filter.

<Image alt="Image of the View All PayLinks page within the Merchant Portal" align="center" className="border" border={true} src="https://files.readme.io/c085ee6-image.png" />

### Search

The search bar allows you to search for PayLinks using the following:

* Customer details
* Merchant name
* Skipify OrderID
* Amount

<Image alt="Image showing the search bar" align="center" className="border" border={true} src="https://files.readme.io/fdc5f44-image.png" />

### Filters

Filters allow you to further refine your search by:

* Status
* Date Range
* Amount
* Customer(s)

<Image alt="Image showing the filter options" align="center" className="border" border={true} src="https://files.readme.io/fdb44b5-image.png" />

# Managing PayLinks

## PayLinks Status

The options available for managing PayLinks depend on the link's current status:

**Sent** - The PayLink has been delivered but not opened

**Opened** - The PayLink was opened but payment has not been submitted

**Paid** - The PayLink has been paid in full

**Canceled** - The PayLink was canceled by the merchant

**Expired** - The PayLink expired before payment was submitted

**Failed** - The PayLink was not delivered

## Where to Manage PayLinks

PayLinks may be managed from two locations:

### Recently Sent PayLinks

From the **Send Paylinks** tab within the **PayLinks** page, you can manage the five most recently sent PayLinks.

Expanding the PayLink frame by clicking the down-arrow allows you to view the available [management options](https://docs.skipify.com/docs/hosted-paylinks-view-and-manage#manage-options) and more details such as the:

**Merchant Name** - The name of the merchant who created the PayLink

**Description** - A message or identifiers such as invoice or order numbers

**Skipify OrderID** - Skipify's unique identifier for the PayLink

**History** - Displays all changes in the PayLink's status

<Image align="center" className="border" border={true} src="https://files.readme.io/3aef7dd-ExpandFrame.gif" />

### View all PayLinks

You may also manage PayLinks from the **View all PayLinks** tab within the **PayLinks** by clicking on the *more horizontal* menu.

<Image align="center" className="border" border={true} src="https://files.readme.io/5c7e75f-UpdatedMoreHorizontalDetails.gif" />

## Manage Options

Depending on the status, the following options are available when managing sent PayLinks:

### Edit

The edit option allows you to update the PayLink's description and expiration date. Any additional changes require you to cancel the PayLink and create a new one.

*Example* : There was a mistake in the invoice number that was added to the description field.

### Resend

This option allows you to resend the PayLink. This option is not available for PayLinks which have already been paid.

*Example* : The customer accidentally deleted the text or email before they could submit payment. 

### Cancel

Canceling a PayLink will prevent the recipient from making a payment using that specific link. This action voids the PayLink and can only be used if payment has not been collected.

*Example* : The incorrect amount was entered when the PayLink was created.

### Refund

Refunds may be processed in full or partially. When processing a refund, you will see the following information:

**Available amount to refund** - This is the remaining balance that has been paid by the customer.

*Example* : If the paid amount totaled $5.00 and a refund had previously been issued for $2.50, the current *Available amount to refund* would show a remaining balance of $2.50.

**Refund amount** - This is the amount you will be refunding on this transaction based on the amount entered in the *Refund Amount* field.

<Image alt="Video showing how to submit a partial refund on a PayLink" align="center" className="border" border={true} src="https://files.readme.io/ca64699-UpdatedPartialRefund.gif" />

If a PayLink has been fully refunded, a banner will be displayed and you will be unable to refund any additional amounts.

![Image of a banner that alerts users that the PayLink has been fully refunded](https://files.readme.io/a81d025-image.png)

> 📘 Note
>
> All transactions may be refunded in whole or partially regardless of the customer's enrollment to Skipify

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