Portal Guide

Create and Manage References

Use Referências when a customer needs payment instructions they can use later through a supported payment channel.

Create reference screen in the IZI Pay Portal — Use the create reference form to prepare the amount, customer details, validity, and reference type before sharing payment instructions.

Before you start

Confirm the amount, customer contact, and expiration date.
Decide whether the reference is dynamic, charging, or invoice-based if the portal asks.
Keep the generated entity and reference together; customers need both.

Reference fields

Entity

The payment entity shown to the customer together with the reference.

Reference

The unique number the customer uses to pay.

Amount

The amount expected for this reference.

Expiration

The last valid date and time for payment.

Status

Shows whether the reference is pending, paid, expired, or cancelled.

Step by step

Open Referências.
Choose the reference type if required.
Enter the amount and customer details.
Set or confirm the expiration date.
Create the reference.
Copy the payment instructions.
Send the instructions to the customer.
Track the reference status until it is paid or expires.

Reference creation checklist

0 of 5 complete

Amount and expiration checked.Reference created in the portal.Entity and reference copied together.Instructions sent to the customer.Status monitored in Referências or Histórico de Pagamentos.

Reference list screen in the IZI Pay Portal — The references list helps merchants check pending, paid, expired, or cancelled references after they have been created.

What the customer receives

Sample reference instructions

Payment by reference
Entity: [entity]
Reference: [reference]
Amount: [amount] AOA
Valid until: [expiration]
Please send proof only if requested. The merchant will confirm status in the portal.

How to confirm success

Success signs

The reference status is paid.
The paid date is visible.
The payment can be found in Histórico de Pagamentos.

Common fixes

If the reference expires, create a new reference.
If the customer used the wrong amount, contact Helpdesk with the payment details.
If a pending reference should no longer be used, cancel it when the portal allows cancellation.

Last modified on July 14, 2026

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