SBPay.me integration: Difference between revisions

From SimplyBook.me
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See video tutorial <p><youtube>XPX7Xnsp5aM</youtube></p>
See video tutorial <p><youtube>XPX7Xnsp5aM</youtube></p>
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:6. Set the prices for your services, <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;">[[Coupons and Gift Cards custom feature|gift cards]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Products for Sale custom feature|products]]</span> or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service Add-Ons custom feature|service add-ons]]</span> in your [https://simplybook.me/ SimplyBook.me] account and you are ready to get payments online.
:6. Set the prices for your services, <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;">[[Coupons and Gift Cards custom feature|gift cards]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Products for Sale custom feature|products]]</span> or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service Add-Ons custom feature|service add-ons]]</span> in your [https://simplybook.me/ SimplyBook.me] account and you are ready to get payments online.
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==Using PRO version features==
==Using PRO version features==
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In case you do not plan to use the additional options listed below you can easily disable the "PRO" version by turning the switch off.
In case you do not plan to use the additional options listed below you can easily disable the "PRO" version by turning the switch off.
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[[File:Use saved payment method pos.png|1200px|center|link=https://help.simplybook.me/images/e/e8/Use_saved_payment_method_pos.png]]
[[File:Use saved payment method pos.png|1200px|center|link=https://help.simplybook.me/images/e/e8/Use_saved_payment_method_pos.png]]
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===Payment links===
===Payment links===
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:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send payment link on Delay payment method</span> in the settings of Accept payments custom feature, inside the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email template settings</span> block and adjust the template to your needs.<br>
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send payment link on Delay payment method</span> in the settings of Accept payments custom feature, inside the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email template settings</span> block and adjust the template to your needs.<br>
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'''Easy mobile payments from the app''': video tutorial <p><youtube>CSI-gWjKtm8</youtube</p>
'''Easy mobile payments from the app''': video tutorial <p><youtube>CSI-gWjKtm8</youtube</p>
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===Refunds===
===Refunds===


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[[File:Send refund confirmation redesigned.png|1200px|center|link=https://help.simplybook.me/images/a/a9/Send_refund_confirmation_redesigned.png]]
[[File:Send refund confirmation redesigned.png|1200px|center|link=https://help.simplybook.me/images/a/a9/Send_refund_confirmation_redesigned.png]]
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==SBPay.me Invoices==
==SBPay.me Invoices==


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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Importing invoices from external platforms directly into the system is not supported. However, SimplyBook.me offers integration options with various accounting software, including [[Xero_integration| Xero]], [[QuickBooks_integration| QuickBooks]], and [[FreshBooks_integration| FreshBooks]]. You can efficiently manage your invoices within your preferred accounting system.</span>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Importing invoices from external platforms directly into the system is not supported. However, SimplyBook.me offers integration options with various accounting software, including [[Xero_integration| Xero]], [[QuickBooks_integration| QuickBooks]], and [[FreshBooks_integration| FreshBooks]]. You can efficiently manage your invoices within your preferred accounting system.</span>
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==SBPay.me Reports==
==SBPay.me Reports==


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:11. ''Subscription Metrics'' - allows to track the trends of your recurring subscription customers. View graphs showing active customers, monthly sales trends, and a comparison of new customers versus those who have left.
:11. ''Subscription Metrics'' - allows to track the trends of your recurring subscription customers. View graphs showing active customers, monthly sales trends, and a comparison of new customers versus those who have left.
:12. ''Snowball MRR Report'' - is a detailed table showing trends in your recurring revenue. Easily see the number of active customers, new sign-ups, cancellations, and the total active recurring customers at the end of each period.
:12. ''Snowball MRR Report'' - is a detailed table showing trends in your recurring revenue. Easily see the number of active customers, new sign-ups, cancellations, and the total active recurring customers at the end of each period.
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==Create payment requests==  
==Create payment requests==  


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With just a few clicks, users can easily generate payment links that can be shared with their clients via email, sending the direct link or QR code. This feature enables business owners and individuals to easily collect payments for their goods or services, without the need for a website or an online store.
With just a few clicks, users can easily generate payment links that can be shared with their clients via email, sending the direct link or QR code. This feature enables business owners and individuals to easily collect payments for their goods or services, without the need for a website or an online store.
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Revision as of 12:03, 15 July 2025


SBPay.me is the payment management feature by SimplyBook.me that lets you accept and manage payments via multiple payment providers, whilst simplifying online and offline payments, sending payment links, charging saved cards and making refunds.

READ MORE

See video tutorial

The list of currently supported payment processors:

Supported payment system Recurring Rebilling
Stripe(SCA)
ECPay

PayPal

SafeCharge

2Checkout

Mollie

Authorize

Squareup (Square)

Worldpay

Adyen

LiqPay

Skrill

Asiapay

Borgun

Paytabs

Rapyd

Payfast

PayULatam

Paymentasia

Newebpay

PinPayments

Swish

Braintree

TapPay

Line Pay

TwoCheckout [Verifone]

CCAvenue

Revolut

Sumup

Payrexx

JCC

Pagar.me

PayPal Checkout

Monobank

Moneris


How to set specific payment processors

Video tutorials

How to set and use it with SimplyBook.me

1. First of all, as you plan to work with online payment, you need to have Accept Payments custom feature enabled in your SimplyBook.me account.



2. Click on Settings button on the custom features page next to the Accept Payments feature.



3. Adjust your company information in the registration form if necessary.
(It will be autocompleted with the company details that you already have in your system).
Click on Activate SBPay.me button below.
Congratulations! Your SBPay.me account is created!



4. Navigate to the Payment system settings and add the credentials of the payment gateway that you plan to use for online payments.
If you had some payment system details before enabling SBPay.me integration it may have been copied to SBPay.me side, but there may be some changes in the payment flow so you will need to check if all the settings are added there for the smooth online payments operation.



5. Once you have set the payment processors up you will be able to see the active ones on the SimplyBook.me side as well.



6. Set the prices for your services, classes, packages, memberships, gift cards, products or service add-ons in your SimplyBook.me account and you are ready to get payments online.



Using PRO version features

If you have a higher subscription in your SimplyBook.me account then the PRO version of SBPay.me is enabled by default so you can get access to the list of additional options like vaulted payments, refunds and payment links.



In case you do not plan to use the additional options listed below you can easily disable the "PRO" version by turning the switch off.

Vaulted payments

Please note!

  • It requires Client login custom feature to be enabled to use this functionality.
  • Not all the payment gateways support this feature. Please check the availability of such an option in the table and/or by contacting your payment gateway support as it may require some adjustments on their side.


1. Enable the option Allow vaulted payments on your Accept payments settings page.



2. As the result the client will be able to tick the checkbox Save my payment method for easy charging in my future purchases at checkout on the booking website and his/her payment details will be attached to the client profile.



3. During the next purchase or booking on the client side he/she can decide whether to confirm the order with the already saved payment method or to choose the new option.



4. During the payment approval on the admin side Payment transactions report or sale management inside the POS interface you will also be able to use the client's saved payment method.





Payment links

1. Enable Send payment link on Delay payment method in the settings of Accept payments custom feature, inside the Email template settings block and adjust the template to your needs.
Please do not forget to add [payment_link] variable for the client to easily navigate to the payment.



2. After you create the order from admin side or from POS interface with Pay later selected as the payment method, or if the client selects Pay later at the checkout step on the booking website, the system will automatically send the email/SMS with the link to pay for the sale (saved payment methods can also be used in this case).



3. You can also trigger sending payment link from Payment transactions report or POS interface or simply copy the payment link per the specific order there and send it to your client using own communication channels.
As well, if the client is at your place, you can show him/her the QR code to scan with his/her phone camera and be redirected to the payment page to complete the order. It can be found in Reports -> Payment transactions -> Receive payment.



Easy mobile payments from the app: video tutorial

With just a few clicks, users can easily generate payment links that can be shared with their clients via email, sending the direct link or QR code. This feature enables business owners and individuals to easily collect payments for their goods or services, without the need for a website or an online store.

In addition, it allows users to set up recurring payments, so that they can automatically charge their clients on a regular basis. This is a useful feature for businesses that offer subscription-based services or recurring billing.

Users can also choose from a wide selection of payment processors to be used for payments or to choose previously saved payment method, making it easy for returning customers to pay for their purchases quickly and securely.

For businesses that need to keep track of their payments, SBPay.me offers the ability to list detailed descriptions of sale items, including any additional taxes or discounts. This feature ensures that users can easily monitor their sales and keep accurate records.

Finally, SBPay.me allows users to tag payments so that they can group them when creating reports. This feature provides an organized way to manage payment data and generate comprehensive reports. Overall, SBPay.me is a powerful payment system that provides a simple, yet effective way to manage payments and increase revenue.

More features coming!