SBPay.me integration: Difference between revisions
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See video tutorial <p><youtube>XPX7Xnsp5aM</youtube></p> | See video tutorial <p><youtube>XPX7Xnsp5aM</youtube></p> | ||
==The list of currently supported payment processors:== <!--T:5--> | |||
==The list of currently supported payment processors:== | |||
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| style="padding: 30px; border-bottom: 1px solid #0B3052;" | SafeCharge | | style="padding: 30px; border-bottom: 1px solid #0B3052;" | SafeCharge | ||
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| style="border-bottom: 1px solid black; text-align: center; color: #06ADEF;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; color: #06ADEF;" | ✔ <br> | ||
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Video tutorials [[File:Youtube-Logo.png|link=https://www.youtube.com/playlist?list=PLM9QxGer1Y2rKQwKDx4TmfnTYtuZDbN7r]] | Video tutorials [[File:Youtube-Logo.png|link=https://www.youtube.com/playlist?list=PLM9QxGer1Y2rKQwKDx4TmfnTYtuZDbN7r]] | ||
==How to set and use it with [https://simplybook.me/ SimplyBook.me]== <!--T: | ==How to set and use it with [https://simplybook.me/ SimplyBook.me]== <!--T:22--> | ||
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:1. First of all, as you plan to work with online payment, you need to have <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept payments custom feature|Accept Payments]]</span> custom feature enabled in your [https://simplybook.me/ SimplyBook.me] account. | :1. First of all, as you plan to work with online payment, you need to have <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Accept payments custom feature|Accept Payments]]</span> custom feature enabled in your [https://simplybook.me/ SimplyBook.me] account. | ||
[[File:Accept payments enable path redesigned.png|1200px|center|link=https://help.simplybook.me/images/9/9e/Accept_payments_enable_path_redesigned.png]] | [[File:Accept payments enable path redesigned.png|1200px|center|link=https://help.simplybook.me/images/9/9e/Accept_payments_enable_path_redesigned.png]] | ||
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:2. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> button on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">custom features page</span> next to the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept payments custom feature|Accept Payments]]</span> feature. | :2. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> button on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">custom features page</span> next to the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Accept payments custom feature|Accept Payments]]</span> feature. | ||
[[File:Accept payments settings path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/3/37/Accept_payments_settings_path_redesigned.png]] | [[File:Accept payments settings path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/3/37/Accept_payments_settings_path_redesigned.png]] | ||
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[[File:Active payment processors redesigned.png|1200px|center|link=https://help.simplybook.me/images/0/03/Active_payment_processors_redesigned.png]] | [[File:Active payment processors redesigned.png|1200px|center|link=https://help.simplybook.me/images/0/03/Active_payment_processors_redesigned.png]] | ||
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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;">[[Special:MyLanguage/Classes custom feature|classes]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Packages custom feature|packages]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Membership custom feature|memberships]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Coupons and Gift Cards custom feature|gift cards]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Products for Sale custom feature|products]]</span> or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/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== <!--T: | ==Using PRO version features== <!--T:23--> | ||
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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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===Vaulted payments=== | ===Vaulted payments=== | ||
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span> | <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span> | ||
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It requires <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client Login custom feature|Client login]]</span> custom feature to be enabled to use this functionality.</span> | *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It requires <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client Login custom feature|Client login]]</span> custom feature to be enabled to use this functionality.</span> | ||
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Not all the payment gateways support this feature. Please check the availability of such an option in the [[SBPay.me_integration#The_list_of_currently_supported_payment_processors:|table]] and/or by contacting your payment gateway support as it may require some adjustments on their side.</span> | *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Not all the payment gateways support this feature. Please check the availability of such an option in the [[Special:MyLanguage/SBPay.me_integration#The_list_of_currently_supported_payment_processors:|table]] and/or by contacting your payment gateway support as it may require some adjustments on their side.</span> | ||
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:1. Enable the option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow vaulted payments</span> on your <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">Accept payments</span> settings page. | :1. Enable the option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow vaulted payments</span> on your <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">Accept payments</span> settings page. | ||
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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=== | |||
: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> | ||
:Please do not forget to add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[payment_link] variable</span> for the client to easily navigate to the payment. | :Please do not forget to add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[payment_link] variable</span> for the client to easily navigate to the payment. | ||
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[[File:Send payment link options from pos.png|1200px|center|link=https://help.simplybook.me/images/e/ec/Send_payment_link_options_from_pos.png]] | [[File:Send payment link options from pos.png|1200px|center|link=https://help.simplybook.me/images/e/ec/Send_payment_link_options_from_pos.png]] | ||
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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=== <!--T:24--> | |||
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It may happen that you need to return 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 return 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. | ||
:1. After you activate SBPay.me integration in your [https://simplybook.me/ SimplyBook.me] account you can simply navigate 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> -> find the necessary invoice -> click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Actions</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Refund</span> from the drop down menu. Confirm the action and the refund will be automatically made to the corresponding client's account. | :1. After you activate SBPay.me integration in your [https://simplybook.me/en SimplyBook.me] account you can simply navigate 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> -> find the necessary invoice -> click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Actions</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Refund</span> from the drop down menu. Confirm the action and the refund will be automatically made to the corresponding client's account. | ||
[[File:Refund from report path redesigned.png|1200px|center|link=https://help.simplybook.me/images/7/71/Refund_from_report_path_redesigned.png]] | [[File:Refund from report path redesigned.png|1200px|center|link=https://help.simplybook.me/images/7/71/Refund_from_report_path_redesigned.png]] | ||
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[[File:Refund on sbpayme side.png|1200px|center|link=https://help.simplybook.me/images/8/86/Refund_on_sbpayme_side.png]] | [[File:Refund on sbpayme side.png|1200px|center|link=https://help.simplybook.me/images/8/86/Refund_on_sbpayme_side.png]] | ||
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:3. In the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept payments custom feature|Accept payments]]</span> custom feature settings you can also enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send refund confirmation</span> option and adjust the templates to automatically notify your clients via email and/or sms about the refunds. | :3. In the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Accept payments custom feature|Accept payments]]</span> custom feature settings you can also enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send refund confirmation</span> option and adjust the templates to automatically notify your clients via email and/or sms about the refunds. | ||
[[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== <!--T:25--> | |||
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You can now easily adjust the invoices settings to your needs and send them to your customers after any purchase. | You can now easily adjust the invoices settings to your needs and send them to your customers after any purchase. | ||
;How to use | ;How to use | ||
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[[File:Print invoice path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/5/5a/Print_invoice_path_redesigned.png]] | [[File:Print invoice path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/5/5a/Print_invoice_path_redesigned.png]] | ||
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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 [[Special:MyLanguage/Xero_integration| Xero]], [[Special:MyLanguage/QuickBooks_integration| QuickBooks]], and [[Special:MyLanguage/FreshBooks_integration| FreshBooks]]. You can efficiently manage your invoices within your preferred accounting system.</span> | ||
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< | ==SBPay.me Reports== <!--T:26--> | ||
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SBPay.me is just starting but already has several useful reports that you can use to track your payments: | SBPay.me is just starting but already has several useful reports that you can use to track your payments: | ||
:1. ''Dashboard'' - contains currencies, revenues, payment systems and tags charts. | :1. ''Dashboard'' - contains currencies, revenues, payment systems and tags charts. | ||
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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. | ||
==Create payment requests== <!--T: | ==Create payment requests== <!--T:27--> | ||
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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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