---
title: "PCI Digital / Pay by Link"
slug: "pci-digital-pay-by-link"
updated: 2025-12-12T18:34:55Z
published: 2024-12-13T16:06:06Z
canonical: "docs.natterbox.com/pci-digital-pay-by-link"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.natterbox.com/llms.txt
> Use this file to discover all available pages before exploring further.

# PCI Digital / Pay by Link

PCI Digital is a payment workflow which allows for your customers to complete payments via a browser on their phone or desktop by simply using a link.

This is how a digital payment will flow for your customers :

1. Your agent will determine a payment is required and press **Take Payment** from Freedom or **Start Secure Payment** from Salesforce (depending on the integration you have configured)

![](https://cdn.document360.io/c81c490c-daaa-4ebd-a3c3-1a2dee8b7617/Images/Documentation/Screenshot%202024-02-07%20at%2012.31.52.png?sv=2026-02-06&spr=https&st=2026-10-12T05%3A58%3A48Z&se=2026-10-12T06%3A58%3A48Z&sr=c&sp=r&sig=lFjJClHNDvsVmmD%2FMFk1cCsJEc6xKFkNutmuDVbKICs%3D)

1a. If you're using the standard integration your agent will then need to log into the PCI portal and create a secure connection

2. Your agent will be presented with a blank payment form which is will by default be in unconnected state

![](https://cdn.document360.io/c81c490c-daaa-4ebd-a3c3-1a2dee8b7617/Images/Documentation/Screenshot%202024-02-07%20at%2012.43.30.png?sv=2026-02-06&spr=https&st=2026-10-12T05%3A58%3A48Z&se=2026-10-12T06%3A58%3A48Z&sr=c&sp=r&sig=lFjJClHNDvsVmmD%2FMFk1cCsJEc6xKFkNutmuDVbKICs%3D)

3. Your agent will need to copy the link from the UI and send this to the customer (via SMS, WhatsApp, Email etc)

![](https://cdn.document360.io/c81c490c-daaa-4ebd-a3c3-1a2dee8b7617/Images/Documentation/Screenshot%202024-02-07%20at%2012.48.34.png?sv=2026-02-06&spr=https&st=2026-10-12T05%3A58%3A48Z&se=2026-10-12T06%3A58%3A48Z&sr=c&sp=r&sig=lFjJClHNDvsVmmD%2FMFk1cCsJEc6xKFkNutmuDVbKICs%3D)

4. Once the Customer has opened the link the connection will be made secure and they will see the words **Cardholder Connected**

![](https://cdn.document360.io/c81c490c-daaa-4ebd-a3c3-1a2dee8b7617/Images/Documentation/Screenshot%202024-02-07%20at%2012.11.36.png?sv=2026-02-06&spr=https&st=2026-10-12T05%3A58%3A48Z&se=2026-10-12T06%3A58%3A48Z&sr=c&sp=r&sig=lFjJClHNDvsVmmD%2FMFk1cCsJEc6xKFkNutmuDVbKICs%3D)

5. The agent should then inform the customer to populate their payment details

![](https://cdn.document360.io/c81c490c-daaa-4ebd-a3c3-1a2dee8b7617/Images/Documentation/imageedit_4_5733521789.png?sv=2026-02-06&spr=https&st=2026-10-12T05%3A58%3A48Z&se=2026-10-12T06%3A58%3A48Z&sr=c&sp=r&sig=lFjJClHNDvsVmmD%2FMFk1cCsJEc6xKFkNutmuDVbKICs%3D)

Note the Agent will still be able to see these updates in realtime to see where the customer has got up on the form :

![](https://cdn.document360.io/c81c490c-daaa-4ebd-a3c3-1a2dee8b7617/Images/Documentation/Screenshot%202024-02-07%20at%2012.16.31.png?sv=2026-02-06&spr=https&st=2026-10-12T05%3A58%3A48Z&se=2026-10-12T06%3A58%3A48Z&sr=c&sp=r&sig=lFjJClHNDvsVmmD%2FMFk1cCsJEc6xKFkNutmuDVbKICs%3D)

6. Once the customer is happy that their details are correct from their side they can press the option **Pay** to complete the payment, at which point the agent will see whether or not the payment was successful

![](https://cdn.document360.io/c81c490c-daaa-4ebd-a3c3-1a2dee8b7617/Images/Documentation/Screenshot%202024-02-07%20at%2012.16.53.png?sv=2026-02-06&spr=https&st=2026-10-12T05%3A58%3A48Z&se=2026-10-12T06%3A58%3A48Z&sr=c&sp=r&sig=lFjJClHNDvsVmmD%2FMFk1cCsJEc6xKFkNutmuDVbKICs%3D)

7. Finally the customer has the option to forward themselves a receipt of the transaction by submitting an email address

![](https://cdn.document360.io/c81c490c-daaa-4ebd-a3c3-1a2dee8b7617/Images/Documentation/Screenshot%202024-02-07%20at%2012.17.10.png?sv=2026-02-06&spr=https&st=2026-10-12T05%3A58%3A48Z&se=2026-10-12T06%3A58%3A48Z&sr=c&sp=r&sig=lFjJClHNDvsVmmD%2FMFk1cCsJEc6xKFkNutmuDVbKICs%3D)

**How do I get PCI Digital?**

Please contact your Natterbox representative in order to arrange this.

**Does this workflow support the option to embed into Salesforce?**

Yes, just follow the Salesforce integration guide and simply use the workflow ID provided to you.