# 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)*.* 

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.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.ordereazi.com/sales-features/projects/payments.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.