Create a Bulk Payment Request

How to create a payment link via bulk payment request plugin.

Creating bulk payment requests with Ottu's platform is a streamlined process that simplifies managing multiple transactions. This guide provides a step-by-step overview, from accessing the necessary tools in the dashboard to finalizing the payment requests, ensuring efficient handling of bulk payments for your business needs.

1- Navigate to Bulk Payment Request Section:

Navigate to the Bulk Payment Request section in the Ottu dashboard.

2- Import Customer Information File

Go to Uploads section to initiate the process.

To ensure accuracy, we provide sample files that you can download (i.e., the example file). They contain the required format for your convenience. We offer various formats to choose from.

Available Formats:

• Required fields.

• All fields.

• [Recurrence] required fields.

• [Recurrence] all fields.

Once you've selected the appropriate format, it's time to enter customer details in the provided list CSV file. The figure below serves as a helpful reference for the required information, including the amount, currency code, language, customer email, and SMS notification preferences (enable SMS notification by setting it to TRUE).

If you are using the recurring file format, make sure to specify the start and end dates.

3- Importing and Verifying the Customer List:

Once you have created a CSVfile with the list of customers, click the IMPORT button and choose a predefined list.

4- Checking Errors

To ensure accuracy, click on the imported file and carefully review the generated list to ensure there are no errors. In case any errors are detected, don't worry. Ottu provides an error report and allows you to download the error file for easy rectification. Simply make the necessary corrections and import the file again.

5-Dispatching Payment Links

Once you're satisfied with your file; from the files window, click on the three dots in the top-right corner, and select the Dispatch button. This action will automatically generate payment links and schedule recurring payments, simplifying your workflow.