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| | <span style="background-color:#e7e3f9; padding:5px; border-radius:5px;"><span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SBPay.me integration|SBPay.me PRO]]</span> integration video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=XPX7Xnsp5aM]]</span> | | <span style="background-color:#e7e3f9; padding:5px; border-radius:5px;"><span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[SBPay.me integration|SBPay.me PRO]]</span> integration video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=XPX7Xnsp5aM]]</span> |
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| − | '''How to use''' | + | :::'''Read full tutorial <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Tips Custom Feature|...>]]</span>''' |
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| − | :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.
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| − | [[File:Accept payments enable path new cf.png| border | center]]
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| − | <br><br>
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| − | :2. To add your payment processor details please go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> for this feature.
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| − | [[File:Accept payments settings path new cf.png | border| center]]
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| − | <br><br>
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| − | :3. On the right side you will see the list of processors available. Please find the desired one and add your credentials.
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| − | [[File:Payment processors list1.png | border| center]]
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| − | <br><br>
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| − | ::3.1 (Optional) Set your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment timeout</span> in the left-side section of this feature, we recommend not less than 20-30 minutes.
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| − | <br><br>
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| − | :4. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> -> (select the service to edit) -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service details</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Price</span> set the price of your service.
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| − | [[File:Set service price.png | border| center]]
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| − | <br><br>
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| − | :5. Add invoice information to the corresponding block and your clients will receive invoices about any purchase made within your system. You can also disable sending invoices to your clients if necessary.
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| − | [[File:Invoice settings1.png| border| center]]
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| − | <br><br>
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| − | '''How Accept Payments custom feature works'''
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| − | <br><br>
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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.<br><br>
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| − | :2. He is directed to payment system and unconfirmed booking appears in the admin calendar marked red as ''not paid'' to reserve this time so that no other person can accidentally book the same slot and there will be no double-bookings. <br>
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| − | [[File: Non-paid booking view.png | border | center]]<br><br>
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| − | :3. After that, the client has 2 options:
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| − | ::3.1. pay and the payment processor will send us confirmation that client has paid and we will automatically approve it on our side (booking will be marked with green color). <br>
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| − | [[File: Paid booking view.png | border| center]]<br><br>
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| − | ::3.2. do 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 <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments | Accept payments]]</span> custom feature will end and will cancel the non-paid booking 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. <br>
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| − | ::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 but as it was too late you can go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment transactions</span> and approve this booking manually.<br>
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| − | [[File:Approve timeout booking v3.png | border|center]]<br><br>
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| − | <!--T:7-->
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| − | '''What is "Allow delay payment" option'''
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| − | <br><br>
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| − | [[File:Allow delay payment option.png | border | center]]
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| − | 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> 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>. If you want to disable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Pay later</span> option, set the switcher to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Off</span> position for <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow delay payment</span> in the settings of <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments | Accept payments]]</span> custom feature.
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| − | <br><br>
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| − | '''How to change the currency for payments'''
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| − | <br><br>
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| − | You can change the currency in the settings of <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments | Accept payments]]</span> custom feature. <br><br>
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| − | <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Some payment processors do not support all currencies. Before setting the currency, check if the selected payment processor supports it.</span>
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| − | [[File:Select company currency.png|1200px|border|center]]
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| − | <br><br>
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| − | '''How to add tax to services'''
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| − | <br><br>
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| − | :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>
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| − | :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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| − | [[File:Creating_tax.png| border| center]]
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| − | <br><br>
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| − | :2. 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</span> and select the tax option per each service.
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| − | :If you have other items like <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|Classes]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Packages_custom_feature|Packages]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership_custom_feature|Memberships]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Products_for_Sale_custom_feature|Products for sale]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service_Add-Ons_custom_feature|Service add-ons]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons_and_Gift_Cards_custom_feature|Gift cards]]</span> 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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| − | [[File:Add tax to service.png | border| center]]
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| − | <br><br>
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| − | :3. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accept payments</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> choose whether the tax amount should be added to the price that you have set per service(or other item) or it is already included by using the switcher <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Prices include tax.</span><br>
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| − | :If you enable the switcher it will mean that the amount that you have set per service is already with taxes.<br>
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| − | :In case you disable the switcher the system will automatically add the selected tax percentage to the items prices<br>
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| − | [[File:Prices include tax new.png|1200px|border|center]]
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| − | <br><br>
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| − | '''Can I use another payment processor that is not listed in the Accept payments custom feature'''
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| − | <br><br>
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| − | In that case please contact support and we will gladly check the possibilities of adding it to our system. Support may ask you to provide technical documentation related to this payment processor to check if there is a possibility of such an integration.
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| − | <br><br>
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| − | '''How to customize the client invoices'''
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| − | 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>
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| − | You can adjust the following items:
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| − | <br><br>
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| − | <!--T:8-->
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| − | 1. '''Company address.'''<br>
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| − | If it is added in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Company information</span> and set to be displayed on the booking website it will also be shown in the invoices.
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| − | [[File:Company address for invoices.png|1200px|border|center]]
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| − | <br><br>
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| − | [[File:Company address in invoice example.png|1200px|border|center]]
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| − | <br><br>
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| − | If you need to hide it simply check <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Don't show email on booking website</span> there, save settings and it will not appear neither on the website nor in the invoices.
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| − | <br><br>
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| − |
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| − | <!--T:9-->
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| − | 2. '''Company VAT number.'''<br>
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| − | If it is added in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Company information</span> it will also be present in the invoices.
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| − | [[File:Company vat number for invoices.png|1200px|border|center]]
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| − | <br><br>
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| − | [[File:Company vat number in invoice example.png|1200px|border|center]]
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| − | <br><br>
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| − |
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| − | <!--T:10-->
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| − | 3. '''Client address.'''<br>
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| − | For the client address to be displayed please enable [[Client_Login_custom_feature|Client Login]] custom feature, enable both <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Display address on the booking page</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Make address mandatory registration field</span> in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accessibility</span> section. Save settings.
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| − | [[File:Client login address settings.png|1200px|border|center]]
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| − | <br><br>
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| − | [[File:Client address in invoice example.png|1200px|border|center]]
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| − | <br><br>
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| − |
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| − | <!--T:11-->
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| − | 4. '''<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Intake_Forms_custom_feature|Intake forms]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature|Client Fields]]</span>'''<br>
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| − | You can add certain forms to be displayed in the client information block.<br>
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| − | If it is an intake form please go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Intake forms</span> -> click on the necessary form to select -> enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add field to invoice,</span> save settings.<br>
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| − | [[File:Intake forms for invoices.png|1200px|border|center]]
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| − | <br><br>
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| − | Or if you wish to add a client form then navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client fields</span> -> click on the desired field to edit it -> enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add field to invoice,</span> save.<br>
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| − | [[File:Client fields for invoices.png|1200px|border|center]]
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| − | <br><br>
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| − | As the result both the form title and the client response will be reflected in the invoice.
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| − | [[File:Intake forms and client fields in invoice example.png|1200px|border|center]]
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| − | <br><br>
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| − |
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| − | <!--T:12-->
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| − | 5. '''Invoice design.'''<br>
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| − | You can select one of the three invoice designs we have available.<br>
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| − | Please choose default, white or dark template in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accept payments</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Select invoice template</span> -> choose the desired look and save settings.
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| − | [[File:Select invoice template.png|1200px|border|center]]
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| − | <br><br><br><br>
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