> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/projects/payments.md).

# Payments

Waiting for a client to pay by EFT, then matching the payment to the order, slows down every sale. With a payment app installed, OrderEazi creates a payment link for a project, so your client can pay online, and keeps each link and its status on the project.

### Before you start

You'll need at least one payment app installed from the App gallery. See [Payment gateways](/central/apps/payment-gateways.md). **Manage Payments** only appears in **Project Actions** once one is installed.

To send links by WhatsApp, your organisation also needs [WhatsApp set up](/central/order-management/integrations/messaging/whatsapp/setting-up-whatsapp-for-ordereazi.md).

### How to create a payment link

1. On the project, select **Project Actions**, then **Manage Payments**.
2. Select **Create Payment Link**.
3. In **Select Document**, choose the document the client is paying, such as the quote or invoice. The amount and reference fill in for you.
4. If you have more than one payment app, choose one in **Select Payment Provider**.
5. Check the **Payment Amount** and **Reference Number**.
6. Select **Create Payment Link**.

You see "Payment was successfully created." To make a payment that isn't for a document, leave **Select Document** empty and type the amount and reference yourself. Linking every payment to a document keeps your records easier to follow.

**Example:** You've sent a quote for R12 500. You create a payment link, choose the quote in **Select Document**, and the amount fills in as R12 500 with the quote number as the reference. You send the link to your client, and follow its status in **Manage Payments**.

### How to send a payment link by WhatsApp

With WhatsApp set up, the create popup also has **Send via WhatsApp** and **Contact Number**, and the button changes to **Create and Send Payment Link**. To send a link you've already created, open the menu on the payment and select **Send Payment Link** or **Resend Payment Link**.

Enter the number in international format. If it isn't valid for the project's country, you see "Contact number: \[number] is invalid for country code: \[code]", with the number and country code in place of \[number] and \[code].

### How to see and manage payments

**Manage Payments** lists every payment link on the project, with its **Date Created**, **Reference**, **Amount**, **Payment Provider**, and **Payment Status**, such as Pending, Voided, or Expired. Open the menu on a payment to:

* **View Payment Link:** See the link and copy it to send yourself.
* **Send Payment Link / Resend Payment Link:** Send it by WhatsApp.
* **Void Payment Link:** Stop the link from being used.

> **Warning:** **Void Payment Link** cancels the link straight away, without asking you to confirm. Your client can't pay with it after that.

### Payment links on documents

Quotes, sales orders, and invoices can show a **Pay Online Now** button, so your client can pay straight from the document. Your administrator turns this on for each document type in the [Workflow Manager](/central/order-management/settings/workflow-manager.md). They turn on the payment integration and choose the payment app on the document's **Payments** settings, then tick **Display Payment Link** on its **Display Settings**. See [Payment gateways](/central/apps/payment-gateways.md).

The button shows whether or not the document shows your banking details. A paid link doesn't mark the document paid, so record the payment yourself.

### When a link can't be created

* **"Payment amount must be greater than 0.":** Enter an amount, or choose a document that has one.
* **"Please select an existing client for the project.":** Choose a saved client on the project first.
* **"Client first name is required":** Add the contact's name on the project's client details.

### Related pages

* [Payment gateways](/central/apps/payment-gateways.md): the payment apps you can install
* [Quotes](/central/order-management/documents/sales-documents/quotes.md): create the document your client pays
* [Project Actions](/central/order-management/projects/project-actions.md): everything else on the **Project Actions** menu