--- merchant:existing_merchant:selfcare_system:einvoice [2018/12/03 10:26]
127.0.0.1 external edit
+++ merchant:existing_merchant:selfcare_system:einvoice [2019/05/17 17:02]
robinc Added Search and Manage content
@@ Line 12: / Line 12: @@
 </WRAP>
-**Create eInvoice**
+===== Search and Manage Invoice Payment Requests =====
+Each payment link generated can be found using the filter in the search. Among those filters optios, you can use:
+**Merchant Ref**\\
+**Customer Name**\\
+**Customer E-mail**\\
+**Status**\\
+ - //Open// - still not paid successfully\\
+ - //Complete// - successfully paid (or with a pending capture)\\
+ - //Cancelled// - cancelled by the merchant before payment or expiration\\
+ - //Expired// - passed the expiration date (automatically changes to expired)\\
+**Amount**\\
+**Creation Date**\\
+**Expiration Date**\\
+All of those options allow the user to choose among different comparators (ranges for quantities, values and dates, or matching types fo rnames and identifiers). Explore the filters and create your own searches. You can save your searches using the **SAVE** option, on the left side below the filters.
+Once your filters are as you need, just select the **SEARCH** option and the result is going to be paginates to your right below the search.
+{{:merchant:existing_merchant:selfcare_system:merchant_selfcare_paymentlink-search_nu.png |}}
+On the resulting list you see a few fields which are useful to identify the payment link.
+  * **Merchant Ref**
+  * **Customer**
+  * **Creation Date**
+  * **Expiration Date**
+  * **Auth Type**
+  * **Status**
+  * **Amount**
+{{:merchant:existing_merchant:selfcare_system:merchant_selfcare_paymentlink-list-actions_nu.png |}}
+If you want more details or perform a different action over an existing payment link, at the far right column of the search result you can find the **ACTIONS** list for each paymnet link. Depending on the status of the payment link, different actions are possible.
+  * **View:** Allows the user to check details but not change them. Achieved by clicking on the **ACTION** column and selecting the **VIEW** option for a specific payment link or by clicking on the MERCHANT REF (table link) of the same payment link. Applicable for COMPLETE, CANCELLED, and EXPIRED paymnent links.\\
+  * **Edit:** Allows the user to check and edit details. Achieved by clicking on the **ACTION** column and choosing the **EDIT** option for a specific payment link or by clicking on teh MERCHANT REF (table link) of the same payment link. Applicable only for OPEN payment links.\\
+  * **Cancel:** Allows the user to cancel. In the **ACTION** column, choose the** CANCEL** option for a specific payment link. Applicable only for OPEN payment links.\\
+  * **Send:** Allows the user to send (or resend). In the **ACTION** column, choose the **SEND** option for a specific payment link. Applicable only for OPEN payment links.
+  * **Copy:** Allow the user to create a new payment link from an existing one. In the **ACTION** column, choose **COPY**. Applicable for all statuses. It only opens a form copying most of the data of the selected payment link, so you can more easily create a new one from it.
+  * **Email Preview:** Allows the user to see how the e-mail sent by the platform is going to look like in the customer's email. In the **ACTION** column, choose the **EMAIL PREVIEW**. Applicable for all statuses.
+===== Create an Invoice Payment Request =====
   * __Without a list of items__.

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