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As a merchant, you can send a specific customer a payment form that already has their details filled in. Instead of sharing a generic payment form link, you generate a personalised URL from your dashboard with that customer’s name, contact, and address details embedded. When the customer opens the link, their information is pre-populated and they can proceed directly to payment.
Personalised form links can only be generated for payment forms that already exist on your account. If you have not created a payment form yet, see how to create a payment form.
Use the following steps to create and share a personalised payment form with a customer:
1

Open your payment form

Log in to the Merchant Dashboard and navigate to Payment Forms > All. Select the payment form you want to personalise from the list of created forms.
2

Select Personalise Form

On the form detail page, click the Personalise Form button. The personalize payment form panel will then open as an overlay.
3

Enter the personalised details

Enter the customer details you want pre-populated on the payment form. Fill in only the fields relevant to your customer’s requirements.
4

Copy and share the link

The Personalized Form field at the bottom of the panel shows the generated URL with your entered details as query parameters. If you want to notify the customer directly, enable Send SMS, Send Email, or both this changes the action button from Copy to Copy and Share.
  • If you enabled Send SMS or Send Email via the respective check boxes, click the Copy and Share button to copy the link and notify your customer simultaneously.
  • If neither option is enabled, click the Copy button to copy the link to your clipboard and share it manually via WhatsApp, email, SMS, or any other channel.
The pre-filled fields are editable by the customer. They can update their details on the form, if needed before completing the payment.
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