Delete Payment Links

June 06, 20241 min read

A small business owner can utilize the Payment Link Deletion feature to remove outdated payment links associated with expired promotions or services, ensuring that customers only have access to active and relevant payment options, thereby enhancing customer satisfaction and trust.

Delete Payment Links: This feature enables businesses to easily delete payment links, providing a seamless way to manage and control their payment processes directly within the CRM.

⭐️ Why Does It Matter To Your Business?

  • Streamlined Payment Management: Efficiently manage payment links within the CRM, enhancing ability to organize and control their payment processes.

  • Improved Security: Deleting payment links ensures that obsolete or unwanted links are removed from circulation, enhancing security and preventing unauthorized access.

  • Enhanced Experience: With the ability to delete payment links effortlessly, businesses can maintain a clean and organized payment link repository, resulting in a smoother and more intuitive experience.

⭐️ How To Delete Payment Links:

  1. Access the “payments” tab from the left navigation menu, then click on “Payment links” from the upper navigation menu, select the link you want to delete, then click on three dots and click on delete.

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  1. Click on Delete Button.

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  1. Once the link is deleted, the preview of that link will look like this:. (i.e Payment link not found)

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  1. Access the settings in your account.

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  1. Access the “Audit Logs”. From the left navigation menu, select Filters > Payment link and here you can check the deleted payment links.

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This new feature within the CRM empowers businesses to efficiently manage their payment processes, enhance security, and improve the overall experience by providing a simple and effective way to delete outdated payment links, ultimately contributing to better business operations and customer satisfaction.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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