> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/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/sales-features/projects/payments.md).

# Payments

> *Handling payments has never been easier!*

OrderEazi lets you handle payments with ease, but before we get started, you'll need to install at least one of our [*Payment Provider App Integrations*](/apps/payment-provider-integrations.md)*.*&#x20;

Once your Payment Provider App Integration is ready to go, you will gain access to OrderEazi's payment features!

{% hint style="info" %}
Each Payment Link is linked to a specific document, which determines how much your customer needs to pay. This setup keeps payments organized and specific to each document.
{% endhint %}

## **Managing Payments for a Project**

Keeping track of payments is a breeze! Here’s how to manage payments linked to any project:

1. Head to the project you'd like to manage payments for.
2. Click **Project Actions** > **Manage Payments**.

   <figure><img src="/files/sIYc6LUThdvYnZxdFmVs" alt=""><figcaption></figcaption></figure>
3. You'll see a list of all Payment Links for that project, along with their current status (Pending, Voided, Expired, Succeed, or Fail).<br>

   <figure><img src="/files/EbZ0OGXhxW8GvKlvQqBE" alt=""><figcaption></figcaption></figure>

## **Embedding Payment Links on Documents**

You can now include a **Pay Online Now** button directly on **Quotes**, **Sales Orders** and **Invoices**.

When creating a document which supports payments links, you will now have access to a new **Document Setting** which allows you to include a payment link directly on the document - making it easier than ever for customers to complete payments without extra steps!

<figure><img src="/files/OdQ6C09hDtKzqNrNV8xe" alt=""><figcaption><p>If you have multiple Payment Provider Integrations installed, you are able to override the default provider on a per-document basis. </p></figcaption></figure>

<figure><img src="/files/YJhEVvZZ0NQ0Qf7CUDlu" alt=""><figcaption><p>The Payment Link will appear as a <strong>Pay Online Now</strong> button on your documents.</p></figcaption></figure>

{% hint style="info" %}
Please note that your OrderEazi Organization must contain Bank Details in order to display payment links on documents.
{% endhint %}

## Sending Payment Links via WhatsApp

If you'd prefer to send payment links via WhatsApp rather than embedding them directly on a document, here’s how:

1. After creating a document, navigate to the **Payments List** for the project.
2. Click **Create Payment Link** and complete the required fields.
3. Select **Send Payment Link** to share it via WhatsApp.

<figure><img src="/files/aDCLyjyIfiiU6Yd9NWzf" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
To create a custom payment, you may fill in the Payment Details without selecting a document - but it is advised link all payments to a document to keep payments organized and properly documented.
{% endhint %}

## **Cancelling a Payment Link**

Need to cancel a payment link? No problem. If you’d like to make sure a specific link can’t be used, just:

1. Locate the payment in the list.
2. Click the dropdown arrow next to it.
3. Select **Void Payment Link**.

<figure><img src="/files/rc5z8FPAfoP76qJr811n" alt=""><figcaption></figcaption></figure>

And that’s it – the payment link will no longer be valid for the customer to use.

With OrderEazi and your Payment Provider App, taking payments is straightforward, organized, and easy to manage on a per-project basis.
