SBPay.me integration: Difference between revisions

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|title=SBPay.me integration

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See video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=XPX7Xnsp5aM]]

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==The list of currently supported payment processors:==

| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>

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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.

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==Using PRO version features==

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===

<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>

[[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===

'''Easy mobile payments from the app''': video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=CSI-gWjKtm8]]

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===Refunds===

[[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==

<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==

: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.

==Create payment requests==

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.<br><br>

More features coming!