---
title: Payments
slug: payments
icon: 💰
docTags: 
createdAt: 2024-12-20T09:05:58.835Z
---

The **Payment Module** in Sanoflow provides an efficient and user-friendly way to manage transactions, create payment links, and track payment statuses. This module is designed to streamline financial operations, ensuring smooth handling of payments and records.

# Getting Here

:::hint{type="danger"}
If you do not have the payment integration, then the **Payment Module** will **not** be visible.
:::

1. **Accessing Payments:**
   - From the left-side navigation menu, click on **Payments**.
   - This will lead you to the **Payment Links** page, displaying all the payment transactions and their details.

# Key Features of the Payment Module

## Payment Links Table

The **Payment Links Table** is the core of the payment module, presenting an organized list of all payment transactions. Each row provides the following details:

| **Name**             | **Description**                                                                                                                                  |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Date**             | Displays the transaction creation date and time.<br />*Format: DD MMM YYYY, HH\:MM.*                                                             |
| **Contact**          | The name of the customer linked to the payment.                                                                                                  |
| **Product/Service**  | The associated product or service for which the payment is being processed.                                                                      |
| **Amount**           | Displays the transaction amount along with the currency (e.g., USD, AED, SAR).                                                                   |
| **Channel**          | Indicates the payment gateway or channel used, such as Stripe or ClickPay.                                                                       |
| **Reference Number** | A unique identifier for the transaction.<br />Includes a **copy button** to quickly copy the reference number to the clipboard.                  |
| **Link**             | Displays the payment link with an Open button.<br /><br />Clicking the Open button redirects you to the payment page (e.g., Stripe’s interface). |
| **Status**           | Indicates the payment status (e.g., Pending, Paid).                                                                                              |
| **Transaction Time** | Displays the timestamp of when the transaction was initiated.                                                                                    |
| **Created By**       | Identifies the user or system agent responsible for creating the transaction (e.g., System, Flow Agent, Agent).                                  |
|                      |                                                                                                                                                  |

## Payment Pages

When a payment link is opened:

1. The **Payment Page** (e.g., Stripe) displays the product/service, amount, and payment fields.
2. Input fields include:
   - Email address.
   - Card information (Card Number, Expiry Date, CVC).
   - Cardholder name.
   - Country/region selector.
3. Options for **saving card information** for quicker future checkouts are available.
4. A **Pay Button** completes the transaction securely.

## Search & Filter Options

1. **Search Bar:**
   - Located at the top of the table.
   - Allows searching by channel or partial details of the customer or payment.
2. **Sorting Options:**
   - Columns such as Date, Contact, and Amount can be sorted to find specific transactions quickly.

# Practical Use Cases

1. **Sending Payment Links:**
   - Quickly generate payment links for customers via Stripe or ClickPay for specific services or products.
2. **Tracking Payments:**
   - Monitor the payment status for pending or completed transactions directly from the table.
3. **Streamlined Customer Management:**
   - Link payments to customers for a seamless financial overview in the CRM.
4. **Automation with Flows:**
   - Payment links created by system agents can be integrated into customer workflows, enabling automated reminders or follow-ups.

# Best Practices

1. **Keep Records Organized:**
   - Regularly monitor and update payment statuses to maintain accurate records.
2. **Secure Payment Details:**
   - Ensure all payment pages and channels are secured and compliant with standard regulations.
3. **Efficient Search and Filtering:**
   - Use the search bar and sorting features to quickly locate specific transactions.
4. **Use Recognizable References:**
   - Ensure each reference number or product/service name is descriptive for easier identification.

# FAQs

1. **What payment integrations are supported?**
   - Currently, **Stripe** and **ClickPay** are the primary supported channels.
2. **Can I customize the payment page?**
   - Customization options are limited to what is offered by the payment gateway (e.g., Stripe).
3. **How do I track a failed payment?**
   - Use the status column to identify failed transactions and reach out to customers for resolution.
4. **Is there a way to resend payment links?**
   - Yes, you can copy the link using the copy button in the reference number column and resend it manually.
5. **What does the 'Created By' column signify?**
   - It indicates whether the payment link was generated by a system agent, a specific user, or a workflow.
6. **Can I integrate this module with automated workflows?**
   - Yes, payment links can be integrated into workflows for automated communication and follow-ups.
7. **What currencies are supported?**
   - The supported currencies depend on the payment channel. Most common currencies like USD, AED, and SAR are supported.
8. **How do I edit a payment link?**
   - Once created, payment links cannot be edited. You may need to create a new link for any changes.
9. **What security measures are in place for payments?**
   - Payments are processed through secure gateways like Stripe, ensuring compliance with industry standards.
10. **Can I see detailed analytics for payment trends?**
    - Currently, detailed analytics are not available directly in the module. However, payment data can be exported for analysis.