Configure PBL in Point of Sale CMS

Enable in-store and remote payment options with Pay by Link (PBL) to enhance customer convenience and flexibility. Streamline payment processes, reduce checkout times, and improve operational efficiency by configuring PBL in the tender display order, setting polling times, and customizing deep links and pending order confirmation layouts.

1. Add PBL as a supported tender.
   Gift cards as a tender for PBL aren’t supported for Verifone terminals.
   1. In CMS, go to Store Settings | Payment.
   2. Expand Advanced.
   3. For Supported Tenders, add these tenders seperated by commas:
   • (In Store) “PayByLink”
   • (Remote) “RemotePayByLink”
2. List PBL in the tender display order.
   1. In CMS, go to Apps | All.
   2. Edit an app config.
   3. Go to Modules | POS | Multi-Tender.
   4. Edit Tenders Display Order.
   5. Verify that Remote Pay By Link and In-Store Pay By Link are on the list.
3. Set the polling time to wait for a payment response for PBL.
   1. In CMS, go to Store Management | Store Settings | Payment.
   2. Expand HiPay.
   3. For Time to wait for payment response from Payment provider, input the time in minutes.
   4. Save your changes.
4. Configure a deep link to access PBL in the cart in the POS app.
   1. In CMS, edit a Cart Options Layout.
   2. Using the deep link picker, add the (In Store) “Start In Store Pay by Link” and (Remote) “Start Remote Pay by Link” deep links to the layout.
   3. Set and save your changes.
5. To show pending payment information to customers, set up a Pending Order Confirmation Layout.
   1. In CMS, go to Layouts | Layout Templates | Order Confirmation.
   2. Select Add From Template.
   3. Select Pending Payment Link.
   4. Edit and then publish the layout.
   5. Set the layout in an app config by going to App Config | Order Confirmation | Layout.
6. (Optional) Customize the default PBL email template.
   1. In CMS, go to Layouts | Layout Templates | Email & Print Templates.
   2. Select Add From Template.
   3. Select Share Payment Link.
   4. Edit and then publish the layout.