Accept payments custom feature: Difference between revisions
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{{#seo: | |||
|title=Accept Payments Custom Feature - SimplyBook.me | |||
<translate> | <translate> | ||
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|description=Enable payment options with SimplyBook.me. Offer clients a variety of ways to pay. Set up this feature today! | |||
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|titlemode=append | |titlemode=append | ||
|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 | |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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<span style="background-color:#e7e3f9; padding:5px; border-radius:5px;">Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=iN-Yjaayvp4]]</span> | <span style="background-color:#e7e3f9; padding:5px; border-radius:5px;">Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=iN-Yjaayvp4]]</span> | ||
<br><br> | <br><br> | ||
<span style="background-color:#e7e3f9; padding:5px; border-radius:5px;"><span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/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;">[[Special:MyLanguage/SBPay.me integration|SBPay.me PRO]]</span> integration video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=XPX7Xnsp5aM]]</span><br> | ||
<span style="background-color:#e7e3f9; padding:5px; border-radius:5px;">Video tutorial "How to issue refunds"[[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=tF54j3S4PbU]] | |||
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<br><br> | <br><br> | ||
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">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.</span> | <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">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.</span> | ||
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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. | ||
[[File:Payment timeout | [[File:Payment timeout redesigned.png|1200px|center|link=https://help.simplybook.me/images/f/f6/Payment_timeout_redesigned.png]] | ||
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*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Some payment processors do not support all currencies. Before setting the currency, check if the selected payment processor supports it.</span> | *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Some payment processors do not support all currencies. Before setting the currency, check if the selected payment processor supports it.</span> | ||
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">There is no option to select multiple company currencies. The currency you choose will be the same for all your offerings.</span> | *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">There is no option to select multiple company currencies. The currency you choose will be the same for all your offerings.</span> | ||
[[File: | [[File:Currency settings path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/a/a9/Currency_settings_path_redesigned.png]] | ||
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In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Currency settings</span>, you can enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom formatting company currency</span> to adjust the following: | In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Currency settings</span>, you can enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom formatting company currency</span> to adjust the following: | ||
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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> | ||
:2. He is directed to summary step to choose a payment method. At this stage 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. As well an order with the ''New'' status appears in '''Payment transactions''' report.<br> | :2. He is directed to summary step to choose a payment method. At this stage 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. As well an order with the ''New'' status appears in '''Payment transactions''' report.<br> | ||
[[File: | [[File:Payment status not paid redesigned.png|1200px | border | center|link=https://help.simplybook.me/images/5/5a/Payment_status_not_paid_redesigned.png]]<br><br> | ||
:3. After that, the client has 2 options: | :3. After that, the client has 2 options: | ||
::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). <br> | ::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). <br> | ||
[[File: | [[File:Booking paid status redesigned.png|1200px | border| center|link=https://help.simplybook.me/images/8/88/Booking_paid_status_redesigned.png]]<br><br> | ||
::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 <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Custom_Features#Accept_Payments | Accept payments]]</span> 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. <br> | ::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 <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Custom_Features#Accept_Payments | Accept payments]]</span> 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. <br> | ||
::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 <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Transactions</span> or <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> within SimplyBook.me interface and approve this booking manually.<br> | ::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 <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Transactions</span> or <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> within SimplyBook.me interface and approve this booking manually.<br> | ||
[[File: | [[File:Receive payment path redesigned.png|1200px | border|center|link=https://help.simplybook.me/images/0/06/Receive_payment_path_redesigned.png]]<br><br> | ||
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