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[[File:Accept payments small2.png|left]]

[[File:Accept payments small2.png|left]]

Accept Payments Custom Feature allows you to accept payments from your clients online. You can set the price for your service/membership/package, etc. and when your clients make a booking/purchase, they will be asked to pay to confirm their purchase.

Accept Payments Custom Feature allows you to accept payments from your clients online. You can set the price for your service/membership/package, etc. and when your clients make a booking/purchase, they will be asked to pay to confirm their purchase.

You can accept payments via a variety of payment processors. All the online payments are processed by the payment gateway of your choice and if there is a need to issue a refund to a client it can be done if you have SBPay.me PRO integration or manually from the admin account of your payment processor.

You can accept payments via a variety of payment processors. All the online payments are processed by the payment gateway of your choice and if there is a need to issue a refund to a client it can be done if you have SBPay.me PRO integration or manually from the admin account of your payment processor.

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=How to enable=

=How to enable= <!--T:3-->

:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accept Payments</span> custom feature in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> section.

:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accept Payments</span> custom feature in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> section.

[[File:Accept payments enable path new cf.png| border | center|link=https://help.simplybook.me/images/8/8a/Accept_payments_enable_path_new_cf.png]]

[[File:Accept payments enable path new cf.png| border | center|link=https://help.simplybook.me/images/8/8a/Accept_payments_enable_path_new_cf.png]]

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=Where to set prices=

=Where to set prices= <!--T:5-->

With SimplyBook.me you can accept payments for service/class bookings, packages, memberships, gift cards, products and add-ons.<br>

With SimplyBook.me you can accept payments for service/class bookings, packages, memberships, gift cards, products and add-ons.<br>

Please check the following points to set prices for the desired items:

Please check the following points to set prices for the desired items:

1. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services/Classes:</span>

1. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services/Classes:</span>

* Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services/Classes.</span>

* Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services/Classes.</span>

* Click on the specific Service and access <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service/Class Details.</span>

* Click on the specific Service and access <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service/Class Details.</span>

* Scroll down to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Price</span> field to set the price for the service.

* Scroll down to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Price</span> field to set the price for the service.

2. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Packages:</span>

2. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Packages:</span>

* Head to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Packages.</span>

* Head to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Packages.</span>

* Click on the desired Package and access <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Package Details.</span>

* Click on the desired Package and access <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Package Details.</span>

* Set the price in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Price</span> field for the package.

* Set the price in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Price</span> field for the package.

3. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Memberships:</span>

3. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Memberships:</span>

* Go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Memberships.</span>

* Go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Memberships.</span>

* Access <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Membership Details</span> and locate <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">First Payment</span> to set the initial price.

* Access <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Membership Details</span> and locate <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">First Payment</span> to set the initial price.

* If the Membership is recurring, also set the price in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Recurring Price</span> field. Further details on setting up Memberships can be found [[Special:MyLanguage/Membership custom feature|here]].

* If the Membership is recurring, also set the price in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Recurring Price</span> field. Further details on setting up Memberships can be found [[Special:MyLanguage/Membership custom feature|here]].

4. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Add-ons:</span>

4. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Add-ons:</span>

* Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Add-ons.</span>

* Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Add-ons.</span>

* Click on the specific Service Add-on and access <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Add-on Details.</span>

* Click on the specific Service Add-on and access <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Add-on Details.</span>

* Adjust the price in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add-on Price</span> field.

* Adjust the price in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add-on Price</span> field.

5. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Products for Sale:</span>

5. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Products for Sale:</span>

* Go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Products for Sale.</span>

* Go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Products for Sale.</span>

* Click on the desired Product for Sale and access <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Product Details.</span>

* Click on the desired Product for Sale and access <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Product Details.</span>

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=How to add taxes=

=How to add taxes= <!--T:17-->

:1. Add the necessary taxes options in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Taxes</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span>

:1. Add the necessary taxes options in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Taxes</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span>

:Choose the default one if necessary - it will be automatically set for each new sale item that you will create in the system.

:Choose the default one if necessary - it will be automatically set for each new sale item that you will create in the system.

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=Payment Timeout=

=Payment Timeout= <!--T:19-->

This setting allows to determine the duration within which a payment transaction must be completed before it expires. If not paid within the defined period, the associated transaction and booking/s will be canceled automatically.<br>

This setting allows to determine the duration within which a payment transaction must be completed before it expires. If not paid within the defined period, the associated transaction and booking/s will be canceled automatically.<br>

The recommended period is at least 1 hour to give clients enough time to complete the payment and for the payment system to send us the confirmation.

The recommended period is at least 1 hour to give clients enough time to complete the payment and for the payment system to send us the confirmation.

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=How to change currency=

=How to change currency= <!--T:21-->

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You can adjust the currency in the settings of  <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Custom_Features#Accept_Payments | Accept payments]]</span> custom feature. <br><br>

You can adjust the currency in the settings of  <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Custom_Features#Accept_Payments | Accept payments]]</span> custom feature. <br><br>

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=What is "Pay later" option=

=What is "Pay later" option= <!--T:22-->

When your clients are transferred to the payment page after <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Details</span> tab, they usually have several options: your payment processor (one or several) and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Pay Later</span>. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Pay Later</span> in most cases means that client will pay right on the place when he/she arrives to the appointment. In your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Dashboard</span>, when you click on the appointment, such booking in the service price field will have a note <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">"Pay Later"</span>.  

When your clients are transferred to the payment page after <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Details</span> tab, they usually have several options: your payment processor (one or several) and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Pay Later</span>. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Pay Later</span> in most cases means that client will pay right on the place when he/she arrives to the appointment. In your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Dashboard</span>, when you click on the appointment, such booking in the service price field will have a note <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">"Pay Later"</span>.  

Additionally, you can enable the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Auto process payment for Pay Later payment processor</span> to automatically set the Paid status for the service bookings where Pay Later was chosen as the payment method. Note that this option does not apply to memberships, gift cards, or packages.<br>

Additionally, you can enable the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Auto process payment for Pay Later payment processor</span> to automatically set the Paid status for the service bookings where Pay Later was chosen as the payment method. Note that this option does not apply to memberships, gift cards, or packages.<br>

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=Payment links=

=Payment links= <!--T:24-->

(available with Premium subscription (i.e. SBPay.me PRO version)<br>

(available with Premium subscription (i.e. SBPay.me PRO version)<br>

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.

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.

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

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

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=Vaulted Payments=

=Vaulted Payments= <!--T:27-->

(available with Premium subscription (i.e. SBPay.me PRO version)<br>

(available with Premium subscription (i.e. SBPay.me PRO version)<br>

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.

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.

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

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

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=Refunds=

=Refunds= <!--T:30-->

(available with Premium subscription.<br>

(available with Premium subscription.<br>

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.

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.

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

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

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=How to customize the client invoices=

=How to customize the client invoices= <!--T:33-->

It may be necessary to show or hide some data or change the look for the invoices that the system sends to clients after they make a purchase on your booking website.<br>

It may be necessary to show or hide some data or change the look for the invoices that the system sends to clients after they make a purchase on your booking website.<br>

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

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

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=Notifications=

=Notifications= <!--T:35-->

There are several types of the payment-related notifications that can be sent to you and/or your clients. Within the paid subscriptions you can customize notification templates using provided variables.<br>

There are several types of the payment-related notifications that can be sent to you and/or your clients. Within the paid subscriptions you can customize notification templates using provided variables.<br>

The following notifications are available:

The following notifications are available:

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=How the whole payments process works=

=How the whole payments process works= <!--T:37-->

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:1. A client goes through the booking process and presses <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book Now</span> at the end. Or he/she selects some memberships/package/gift card, etc. to buy.<br><br>

:1. A client goes through the booking process and presses <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book Now</span> at the end. Or he/she selects some memberships/package/gift card, etc. to buy.<br><br>