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Accept payments custom feature (view source)

Revision as of 12:54, 12 January 2024

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{{#seo:

|title=Accept Payments Custom Feature - SimplyBook.me

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|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content, accept payments, accept payments online, online payments, sbpay, sbpay.me

}}

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Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=iN-Yjaayvp4]]

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[[SBPay.me integration|SBPay.me PRO]] integration video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=XPX7Xnsp5aM]]

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[[Special:MyLanguage/SBPay.me integration|SBPay.me PRO]] integration video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=XPX7Xnsp5aM]]

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Please note! [[Membership custom feature|Membership]], [[Packages custom feature|Packages]], [[Service Add-Ons custom feature|Service Add-Ons]], [[Products for Sale custom feature|Products for Sale]], [[Coupons and Gift Cards custom feature|Coupons and Gift Cards]] Custom Features will not work if the Accept Payments Custom Feature is not activated.

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Please note! [[Special:MyLanguage/Membership custom feature|Membership]], [[Special:MyLanguage/Packages custom feature|Packages]], [[Special:MyLanguage/Service Add-Ons custom feature|Service Add-Ons]], [[Special:MyLanguage/Products for Sale custom feature|Products for Sale]], [[Special:MyLanguage/Coupons and Gift Cards custom feature|Coupons and Gift Cards]] Custom Features will not work if the Accept Payments Custom Feature is not activated.

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:4. Click on the Activate SBPay.me button.

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:'''Please note!''' The majority of your payment-related settings and configurations will be managed through SBPay.me, which becomes accessible upon enabling the Accept Payments feature through '''Payments''' item in the navigation menu. Please check more information [[SBPay.me integration|here]].

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:'''Please note!''' The majority of your payment-related settings and configurations will be managed through SBPay.me, which becomes accessible upon enabling the Accept Payments feature through '''Payments''' item in the navigation menu. Please check more information [[Special:MyLanguage/SBPay.me integration|here]].

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* Go to Manage -> Memberships.

* Access Membership Details and locate First Payment to set the initial price.

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* If the Membership is recurring, also set the price in the Recurring Price field. Further details on setting up Memberships can be found [[Membership custom feature|here]].

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* If the Membership is recurring, also set the price in the Recurring Price field. Further details on setting up Memberships can be found [[Special:MyLanguage/Membership custom feature|here]].

4. Service Add-ons:

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:2. Navigate to Manage -> Services and select the tax option per each service.

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:If you have other items like [[Classes_custom_feature|Classes]], [[Packages_custom_feature|Packages]], [[Membership_custom_feature|Memberships]], [[Products_for_Sale_custom_feature|Products for sale]], [[Service_Add-Ons_custom_feature|Service add-ons]], [[Coupons_and_Gift_Cards_custom_feature|Gift cards]] and need taxes to be applied there as well please go to the corresponding management page and select from the pre-created taxes for each item.

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:If you have other items like [[Special:MyLanguage/Classes_custom_feature|Classes]], [[Special:MyLanguage/Packages_custom_feature|Packages]], [[Special:MyLanguage/Membership_custom_feature|Memberships]], [[Special:MyLanguage/Products_for_Sale_custom_feature|Products for sale]], [[Special:MyLanguage/Service_Add-Ons_custom_feature|Service add-ons]], [[Special:MyLanguage/Coupons_and_Gift_Cards_custom_feature|Gift cards]] and need taxes to be applied there as well please go to the corresponding management page and select from the pre-created taxes for each item.

[[File:Add tax to service.png | border| center|link=https://help.simplybook.me/images/1/1c/Add_tax_to_service.png]]

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=How to change currency=

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You can adjust the currency in the settings of [[Custom_Features#Accept_Payments | Accept payments]] custom feature.

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You can adjust the currency in the settings of [[Special:MyLanguage/Custom_Features#Accept_Payments | Accept payments]] custom feature.

'''Please note!''' Some payment processors do not support all currencies. Before setting the currency, check if the selected payment processor supports it.

[[File:Select company currency.png|1200px|border|center|link=https://help.simplybook.me/images/5/56/Select_company_currency.png]]

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With this option you can now easily send payment links via emails or sms to your clients to pay onsite or offsite for some order/booking or unpaid remainder amount when deposits were used.

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Check more details on how to use it [[SBPay.me_integration#Payment_links|here]]

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Check more details on how to use it [[Special:MyLanguage/SBPay.me_integration#Payment_links|here]]

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This option enables clients to securely store their card details as a preferred payment method. With vaulted payments, clients can seamlessly pay for future orders without re-entering their payment information, enhancing convenience and expediting transactions. From the admin side, you will be able to charge the saved payment method of your clients.

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Check more details on how it works [[SBPay.me_integration#Vaulted_payments|here]]

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Check more details on how it works [[Special:MyLanguage/SBPay.me_integration#Vaulted_payments|here]]

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It may happen that you need to give the money back to your customer due to some reason and now it is possible to easily manage such cases with SBPay.me Pro integration.

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Check more details on how it works [[SBPay.me_integration#Refunds|here]]

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Check more details on how it works [[Special:MyLanguage/SBPay.me_integration#Refunds|here]]

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Using SBPay.me Invoices feature can adjust the following items:

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Check more details here [[SBPay.me_integration#SBPay.me_Invoices|here]]

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Check more details here [[Special:MyLanguage/SBPay.me_integration#SBPay.me_Invoices|here]]

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::3.1. to pay and the payment processor will send us confirmation that client has paid and we will automatically approve the transaction on our side (booking will be marked with green color and the order with ''paid'' status).

[[File: Paid booking view.png | border| center|link=https://help.simplybook.me/images/2/29/Paid_booking_view.png]]

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::3.2. to not finish paying: the client is directed to the payment system, but then he closes the page, closes the browser, or simply leaves it open without any actions for a long period of time. In this case, the system will wait until timeout you set up in the settings of [[Custom_Features#Accept_Payments | Accept payments]] custom feature will end and will cancel the non-paid booking/transaction because it was never finished. You can set the emails to be sent to client and/or you to be notified about the timed out bookings.

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::3.2. to not finish paying: the client is directed to the payment system, but then he closes the page, closes the browser, or simply leaves it open without any actions for a long period of time. In this case, the system will wait until timeout you set up in the settings of [[Special:MyLanguage/Custom_Features#Accept_Payments | Accept payments]] custom feature will end and will cancel the non-paid booking/transaction because it was never finished. You can set the emails to be sent to client and/or you to be notified about the timed out bookings.

::Same happens if the client paid, but paid later than timeout. In this case, if you receive a notification from PayPal/Stripe/etc. that client paid for the booking/order but as it was too late you can go to Payments -> Transactions or Reports -> Payment transactions within SimplyBook.me interface and approve this booking manually.

[[File:Approve timeout booking v3.png | border|center|link=https://help.simplybook.me/images/c/c8/Approve_timeout_booking_v3.png]]

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Accept payments custom feature (view source)

Revision as of 12:54, 12 January 2024

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