{"title":"Take payment with a payment link at POS","slug":"pos-pay-by-link","url":"https://support.storeconnect.com/articles/pos-pay-by-link","url_markdown":"https://support.storeconnect.com/articles/pos-pay-by-link.md","subtitle":null,"summary":"Email a payment link or show a QR code at the POS so a customer can pay for a sale on their own device, such as for a phone order. Covers the email setup the link needs, both ways to send it, how the sale completes once the customer pays, and how to send a link for an existing order with a balance owing.","type":"Help_Documentation","video_url":"","keywords":"pay by link, POS payment link, email payment link, QR code payment, phone order payment, pay on own device, remote payment, customer pays later, payment link not received, payment link email not sending, save and exit, order payment page, POS checkout, card not present, order actions, outstanding balance, resend payment link","last_modified":"2026-10-07T05:47:34+0000","body_markdown":"Use **Pay by link** to let a customer pay for a POS sale on their own phone or computer instead of at the register. This is useful for phone orders and for customers who want to pay by card away from the counter.\n\nWhen you select **Pay by link**, the register saves the sale as an incomplete order, and the customer pays its balance on your store's order payment page. Once the balance is paid, the sale completes.\n\nYou can send the link in two ways. Email it when the customer is not at the counter. Show a QR code when they are there and want to pay on their phone.\n\n## Before you start\n\n-   The register is online. **Pay by link** is unavailable while the register is offline. See [Take payments while the POS is offline](offline-sales-at-pos).\n-   Your store has an active [payment provider](payment-providers) whose **Channels** field is blank or includes `web`. The customer pays with this provider, so a provider limited to `pos` leaves the payment page with no way to take payment.\n-   **Pay by link** has not been turned off for your store. It is available by default, and is hidden only when the store variable `pos.payment_options.pay_by_link.enabled` is set to `False`. See [Configure POS payment methods](pos-payment-methods).\n-   To email the link, your store has a transactional email that sends it. See [Set up the payment link email](#set-up-the-payment-link-email). Showing a QR code does not need this.\n\n## Set up the payment link email\n\n**Email payment link** does not send an email from the register. It marks the order for a POS email, and Salesforce sends the enabled **Transactional Email** on your store whose trigger values match the order. No transactional email for this order state is included by default, so create one before staff use **Email payment link**. Do this once per store.\n\n1.  In Salesforce, create a Classic Email Template for the email. It must include the order's **Payment Link** field (`s_c__Payment_Link__c`), which holds the full address of the order's payment page. See [Transactional emails](transactional-emails) for working with the templates. For example:\n\n    ```html\n\n    \u003cp\u003eYour order {!relatedTo.OrderReferenceNumber} is ready to pay.\u003c/p\u003e\n    \u003cp\u003e\u003ca href=\"{!relatedTo.s_c__Payment_Link__c}\"\u003ePay now\u003c/a\u003e\u003c/p\u003e\n    ```\n\n2.  Open the **Store** record.\n3.  In the **Transactional Emails** related list, select **New**.\n4.  Set **Checkout Step** to `pos-finalized`.\n5.  Leave **Cart Abandoned** unchecked.\n6.  Set **Order Status** to the status your POS orders are created with. This is `Draft` unless your org has changed the default Order status.\n7.  Set **Classic Email Template API Name** to the API name of the template you created in step 1.\n8.  Check **Enabled**.\n9.  Select **Save**.\n\nThe same email sends whenever staff email a receipt for any other incomplete POS order, such as a sale with a deposit paid, so write the template for any order with a balance owing.\n\n## Email a payment link\n\n1.  On the register, with the sale in the cart, select **Checkout**.\n2.  Select **Pay by link**.\n3.  Under **Enter customer email**, check the email address. It is filled in from the customer on the sale, if there is one. If it is blank or wrong, enter the address the customer wants to use.\n4.  Select **Email payment link**.\n\nThe register shows \"Payment link sent to\" followed by the address, and waits for the customer to pay. To serve the next customer while you wait, see [Free the register while the customer pays](#free-the-register-while-the-customer-pays).\n\nIf the register shows an error instead, confirm with the customer whether the link arrived before you send another. The link may have been sent even though the register reported a problem.\n\n## Show a QR code\n\n1.  On the register, with the sale in the cart, select **Checkout**.\n2.  Select **Pay by link**.\n3.  Select **Generate QR code**.\n4.  Turn the screen toward the customer. It reads \"Customer may scan this QR code to complete their payment\".\n5.  Ask the customer to scan the QR code with their phone's camera and pay on the page it opens.\n\nWhen the customer has scanned the code, select **Back** to close the QR code. The register keeps waiting for the payment.\n\nThe QR code opens the payment page for this order only. It is not a static code you can print and reuse.\n\n## Complete the sale\n\nThe register checks the order for payments every 10 seconds while the checkout screen is open. If the customer pays only part of the balance, the register records that payment and keeps waiting for the rest. When the customer has paid the full balance, the register shows the receipt screen and the sale is complete.\n\n### Free the register while the customer pays\n\nYou do not need to wait on the checkout screen. After you send the link or show the QR code, select **Save \u0026 Exit**. The register is cleared for the next sale, and the sale stays in the **Orders** list as an order with a balance owing.\n\nThe link keeps working. When the customer pays the full balance, StoreConnect completes the order automatically, without the register, and the order no longer shows a balance owing.\n\n## Send a payment link for an existing order\n\nUse this when the customer did not receive the email or has lost it, or when an earlier order still has a balance owing, such as a sale saved with **Save \u0026 Exit**.\n\n1.  On the register, open the **Orders** list and select the order. To search for it, see [Look up a customer's order history](order-history).\n2.  Select **Order actions**.\n3.  Select **Email payment link**. This option appears only while the order has a balance owing.\n4.  On the **Where should we email the payment link?** screen, check the email address. It is filled in from the customer on the order. If it is blank or wrong, enter the address the customer wants to use.\n5.  Select **Email payment link**.\n\nThe screen closes and the order is marked for the same payment link email as a link sent at checkout, so it relies on the same [payment link email setup](#set-up-the-payment-link-email).\n\n## What the customer sees\n\nThe email link and the QR code both open your store's order payment page for the order. The page shows the order and its balance owing, and takes payment through the store's payment providers whose **Channels** field is blank or includes `web`. The customer can pay with a method the register does not offer, as long as that provider is set up for the web.\n\nFor how that page behaves, who can use it, and how to add the same link to an order page layout or a Salesforce email template, see [Salesforce order payment link](salesforce-order-payment-link).\n\n## Limits and rules\n\nThese limits apply to **Pay by link**:\n\n-   **Refunds** — **Pay by link** is not offered for refunds.\n-   **Offline** — the option is disabled while the register is offline and returns when the connection is restored.\n-   **End of shift** — pay by link payments are not counted when you close the register, because the customer pays online. See [End a shift at POS](ending-a-shift).\n-   **Amount** — the customer pays the order's full balance. To let them pay part of it, see [Let the customer pay part of the balance](salesforce-order-payment-link#let-the-customer-pay-part-of-the-balance).\n\n## Example\n\nA customer phones to buy a planter and asks to pay by card. The sales assistant adds the planter to the cart, attaches the customer, selects **Checkout**, then **Pay by link**. The email field shows `sam.lee@example.com`, so they select **Email payment link**, then **Save \u0026 Exit** to serve the next person in line.\n\nThe customer opens the email, follows **Pay now** to `https://shop.example.com/order/payment/SC17593824000123`, and pays by card. The order completes automatically."}