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How to Request a UPI Payment?

Learn how to send payment requests using auto-generated drafts or manual requests, and track UPI Direct payments from request to settlement.

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Written by Swathi N

Lynk makes it easy for coaches to collect payments through UPI Direct — a zero-cost payment collection flow that allows you to receive payments directly without platform transaction fees.

You can request payments in two ways:

  • Sending an auto-generated draft

  • Manually creating a new payment request

Both methods help you track collections seamlessly within the platform.


Method 1: Sending an Auto-Generated Draft

To simplify recurring collections, Lynk automatically prepares payment drafts based on active student enrollments.


When Are Drafts Created?

The system automatically creates a draft:

  • 7 days before a student’s enrollment expires, or

  • Before the final 2 sessions of the enrollment

These drafts help ensure renewal collections are not missed.


How to Send a Draft Payment Request

Step 1: Open Collections

Navigate to the Collections tab from your dashboard.


Step 2: Open Drafts

Select the Draft filter to view all auto-generated payment requests.


Step 3: Review Request Details

Check the:

  • Student name

  • Enrollment plan

  • Requested amount

You can make edits if required before sending.


Step 4: Send or Discard

Choose one of the following actions:

  • Send → Instantly sends the payment request to the student

  • Discard → Removes the draft if payment is no longer required

Once sent, the request moves to the Pending state.


Method 2: Manually Creating a Payment Request

You can also create a custom payment request anytime outside the regular enrollment cycle.

This is useful for:

  • Workshop fees

  • One-time classes

  • Material charges

  • Custom coaching sessions

  • Late fee collections


How to Create a Manual Payment Request

Step 1: Tap “Request Payment”

From your payment dashboard, tap the Request Payment button.


Step 2: Select the Student

Use the search bar to find and select the correct student from your roster.


Step 3: Enter Payment Details

Add the following information:

  • Amount → Enter the payment amount

  • Description (Optional) → Mention what the payment is for Example:

    • “June Dance Workshop”

    • “Advanced Yoga Sessions”

    • “Monthly Tuition Fee”


Step 4: Review Fee Details

You will see a payment breakdown confirming that:

  • UPI Direct payments have zero platform fees

  • You receive the full requested amount


Step 5: Generate the Request

Tap to create and send the payment request.

The request is immediately shared with the student and parent.


What Happens After Sending a Request?

Once a payment request is sent — either through a draft or manual creation — Lynk automatically manages the next steps.


Instant Delivery

The payment link is automatically shared with:

  • The student

  • The parent

via:

  • SMS

  • WhatsApp

This ensures faster visibility and quicker collections.


24-Hour Link Expiry

Each payment link remains active for 24 hours from the time it is generated.

If payment is not completed within this period:

  • The link expires automatically

  • The student can no longer use it for payment

In this case, you can generate a fresh payment request anytime.


Tracking Payment Status

After sending:

  • The request appears under the Pending section in Collections

  • You can track payment progress directly from the dashboard

The request will continue through the payment lifecycle until it reaches Settled.


Conclusion

UPI Direct makes fee collection simple, transparent, and zero-cost for coaches. With auto-generated drafts, manual payment requests, and clear payment tracking, Lynk helps you manage collections smoothly and efficiently.

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