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Manage Payment Links

This section explains how you can manage payment links in Zoho Books.

Status of a Payment Link

A payment link in Zoho Books can have any one of the following statuses.

FieldsDescription
GeneratedA payment link will be in the Generated status when it has been created.
ViewedThe payment link has been viewed by the customer.
PaidThe amount mentioned in the payment link has been paid by the customer.
ExpiredThe payment link is invalid as it has expired.
CanceledThe payment link is invalid as it has been canceled.

Filter Payment Links

You can filter payment links based on their statuses. Here’s how:

  • Go to the Payment Links module in the left sidebar.
  • Click the All Payment Links dropdown above the list.
  • Select the type of payment links that you want to view.
Filter Payment Links

Sort Payment Links

To sort the payment links based on their different columns:

  • Go to the Payment Links module in the left sidebar.
  • Click the column which you want to sort.
  • The sorting can be done based on ascending or descending order (indicated by the arrow). Click the field again to change the sorting order.
Sort Payment Links
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