# Prebuilt Checkout links

Prebuilt Checkout links streamline the checkout process for both administrators and customer service representatives. These links integrate seamlessly with Digital River's comprehensive services, including payment processing, fraud detection, tax exemption, and disclosure services. Prebuilt Checkout links can easily connect customers to the necessary commerce systems, enhancing the overall shopping experience. This section will guide you through creating, managing, and deploying Prebuilt Checkout links to ensure optimal utilization within your workflow.

You can [configure Prebuilt Checkout](https://docs.digitalriver.com/digital-river-api/administration/dashboard/settings/prebuilt-checkout) in the Digital River Dashboard to let you [generate Prebuilt Checkout links](https://docs.digitalriver.com/digital-river-api/administration/dashboard/order-management/prebuilt-checkout-links/generate-prebuilt-checkout-links) as an administrator or customer service representative. You then can share these links to connect a customer to an upstream commerce system with Digital River's payment processing, fraud detection, tax exemption, and disclosure services.

You can [add a new or existing customer](https://docs.digitalriver.com/digital-river-api/administration/dashboard/order-management/prebuilt-checkout-links/add-a-customer-during-prebuilt-checkout) or [a new or current product](https://docs.digitalriver.com/digital-river-api/administration/dashboard/order-management/prebuilt-checkout-links/add-a-product-during-prebuilt-checkout) to the **Create Prebuilt Checkout link** page during the checkout so that that information is associated with the generated link.

You can provide additional helpful metadata for Sales or the client brand. For example, you could include data such as an opportunity ID, purchase order number, subscriber ID, or other relevant details. Use metadata to add necessary values to an order cart before emailing it to the end user.

## Work with Prebuilt Checkout links

Go to the Prebuilt Checkout links page to work with and manage Prebuilt Checkout links.

To get to the Prebuilt Checkout links page:

1. Go to the **Order Management** section in the left navigation of the Dashboard.
2. Click **Prebuilt Checkout links** to go to the **Prebuilt Checkout links** page.

   <div align="left"><figure><img src="https://334437993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LqH4RJfLVLuHPXuJyTZ%2Fuploads%2FAfYplb2tz5BDMz98FcLK%2F1%20pbco%20links%20list.png?alt=media&#x26;token=01e66024-d91b-439d-8139-cd62f1e838fe" alt=""><figcaption></figcaption></figure></div>
3. Click the Refresh icon to update the list of permanent (reusable) links displayed.

This page lists all permanent links you created and provides an ID link to each link's details page. The Prebuilt Checkout links page shows the following information for each link:

* **ID**: A unique identifier for the link. Click the link **ID** to go to that link's Link details page.
* **Link**: The actual link URL. Click the Copy to clipboard icon next to the link's row to copy the link to the clipboard for sharing.
* **Currency**: The type of currency being used in this transaction.
* **Created**: The link's creation date.

### Filter links by date and status

The Filter button lets you filter the results displayed on the **Prebuilt Checkout links** page by date and status. Use the following steps:

1. Click **Filter** on the Prebuilt Checkout links. The Filters dialog appears.\
   \
   ![](https://334437993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LqH4RJfLVLuHPXuJyTZ%2Fuploads%2FZdmwE8H6SW6CM5fQqF6h%2Fimage.png?alt=media\&token=7dee732e-2f4e-44ac-b64d-7de974f9f560)
2. Complete the **Start date**, **End date**, and **Status** fields for the links you want to view and click **Apply.** To clear the filter settings, click **Filter** and then click **Clear**. Once you navigate from the page, the default settings are restored.

### View, add, and delete Prebuilt Checkout links

You can view, add, and delete specific links on this page based on your assigned [role](https://docs.digitalriver.com/digital-river-api/administration/dashboard/settings/users-and-roles) for using the Dashboard.

If assigned a [**Customer Service**](https://docs.digitalriver.com/digital-river-api/administration/dashboard/settings/users-and-roles) role, you can do the following:

* [View](#work-with-prebuilt-checkout-links) link information and the Prebuilt Checkout link details.
* Create a Prebuilt Checkout link session by [clicking **Add link**](#add-a-link).
* [Generate](https://docs.digitalriver.com/digital-river-api/administration/dashboard/order-management/prebuilt-checkout-links/generate-prebuilt-checkout-links) a one-time Prebuilt Checkout link that expires in 24 hours.
* [Generate ](https://docs.digitalriver.com/digital-river-api/administration/dashboard/order-management/prebuilt-checkout-links/generate-prebuilt-checkout-links)a reusable Prebuilt Checkout link with no expiration.
* [Add a new or existing product](https://docs.digitalriver.com/digital-river-api/administration/dashboard/order-management/prebuilt-checkout-links/add-a-product-during-prebuilt-checkout) to a Prebuilt Checkout link.
* [Add a new or existing customer](https://docs.digitalriver.com/digital-river-api/administration/dashboard/order-management/prebuilt-checkout-links/add-a-customer-during-prebuilt-checkout) to a Prebuilt Checkout link.

If you are assigned an [**Administrator**](https://docs.digitalriver.com/digital-river-api/administration/dashboard/settings/users-and-roles) role, you can do the following with this feature:

* [Create, save, update, and manage Prebuilt Checkout scoped configurations](https://docs.digitalriver.com/digital-river-api/administration/dashboard/settings/prebuilt-checkout).
* Create a Prebuilt Checkout link session by [clicking **Add link**](#add-a-link).
* [Generate](https://docs.digitalriver.com/digital-river-api/administration/dashboard/order-management/prebuilt-checkout-links/generate-prebuilt-checkout-links) a one-time Prebuilt Checkout link that expires in either 24 hours or once it is used.
* [Generate ](https://docs.digitalriver.com/digital-river-api/administration/dashboard/order-management/prebuilt-checkout-links/generate-prebuilt-checkout-links)a *reusable (permanent)* Prebuilt Checkout link with no expiration period.
* [Delete any reusable Prebuilt Checkout links](#delete-a-link) you no longer want active.
* [Add a new or an existing customer to the Create Prebuilt Checkout links page during a session.](https://docs.digitalriver.com/digital-river-api/administration/dashboard/order-management/prebuilt-checkout-links/add-a-customer-during-prebuilt-checkout)
* [Add a new or current product to the Create Prebuilt Checkout links page during a session.](https://docs.digitalriver.com/digital-river-api/administration/dashboard/order-management/prebuilt-checkout-links/add-a-product-during-prebuilt-checkout)

For more information on roles, refer to [Users and roles](https://docs.digitalriver.com/digital-river-api/administration/dashboard/settings/users-and-roles).

#### View a link and its details

To view a link and its [details](#work-with-prebuilt-checkout-links):

1. Go to the [**Order Management**](https://docs.digitalriver.com/digital-river-api/administration/dashboard/order-management) section in the left navigation of the Dashboard.
2. Click **Prebuilt Checkout links** to go to the **Prebuilt Checkout links** page. This page lists all links you have created and provides an **ID** link to [each link's details page](https://docs.digitalriver.com/digital-river-api/administration/dashboard/order-management/prebuilt-checkout-links/view-and-work-with-prebuilt-checkout-link-details) to view that additional information.
3. Click the **More** icon (vertical ellipses) at the end of a link row to view the link details.

   <figure><img src="https://334437993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LqH4RJfLVLuHPXuJyTZ%2Fuploads%2FCLwz8zQapXOFTsRcc9Um%2F3%20pbco%20links%20view%20list.png?alt=media&#x26;token=8f181d9c-51e0-4b5d-983f-9a01581d49b0" alt=""><figcaption></figcaption></figure>
4. Click **View** to see the Prebuilt Checkout link details.

   <figure><img src="https://334437993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LqH4RJfLVLuHPXuJyTZ%2Fuploads%2FLRdD5eiI4Q0lrZAKCQdU%2F1%20PBCO%20links%20details.png?alt=media&#x26;token=2c7d104d-3902-491a-8ebc-124f05999e47" alt=""><figcaption></figcaption></figure>

#### Add a link

To add a link:

1. Go to the [**Order Management**](https://docs.digitalriver.com/digital-river-api/administration/dashboard/order-management) section in the left navigation of the Dashboard.
2. Click **Prebuilt Checkout links** to go to the **Prebuilt Checkout links** page.
3. Click the **Add link** button at the top of the page. The **Create Prebuilt Checkout link** page appears.

   <figure><img src="https://334437993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LqH4RJfLVLuHPXuJyTZ%2Fuploads%2FAfYplb2tz5BDMz98FcLK%2F1%20pbco%20links%20list.png?alt=media&#x26;token=01e66024-d91b-439d-8139-cd62f1e838fe" alt=""><figcaption></figcaption></figure>
4. Follow the instructions in [Generate Prebuilt Checkout links](https://docs.digitalriver.com/digital-river-api/administration/dashboard/order-management/prebuilt-checkout-links/generate-prebuilt-checkout-links) to finish adding a link on this page.

#### Delete a link

To delete a link:

1. Go to the [**Order Management**](https://docs.digitalriver.com/digital-river-api/administration/dashboard/order-management) section in the left navigation of the Dashboard. Click **Prebuilt Checkout links** to go to the **Prebuilt Checkout links** page. This page lists all permanent links you have created and provides an ID link to each link's details page.
2. Click the **More** icon (vertical ellipses) at the link row's end.

   <figure><img src="https://334437993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LqH4RJfLVLuHPXuJyTZ%2Fuploads%2Fvbgcm0BgH9oX2gB1Krh8%2F4%20pbco%20links%20delete%20list.png?alt=media&#x26;token=bcdb69dd-245c-4a66-a0d2-d8d320b15afb" alt=""><figcaption></figcaption></figure>
3. Click **Delete** to delete that Prebuilt Checkout link and its information.\
   **Note:** Only users with an **Administrator** role can delete a link.

Refer to [Delete a link](#delete-a-link) for additional information.
