SBPay.me integration/da

SBPay.me er SimplyBook.me's betalingsadministrationsfunktion, der giver dig mulighed for at acceptere og administrere betalinger via flere betalingsudbydere, samtidig med at du forenkler online- og offlinebetalinger, sender betalingslinks, opkræver gemte kort og foretager refusioner.

LÆS MERE

Se video-vejledning

Listen over aktuelt understøttede betalingsudbydere:

Understøttede betalingssystemer	Gentagelse	Genfakturering
Stripe(SCA)	✔		- style=""	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	−	−

Sådan indstilles specifikke betalingsformidlere

Video-vejledning

Sådan indstilles og bruges det med SimplyBook.me

1. Da du planlægger at arbejde med onlinebetaling, skal du først aktivere den tilpassede funktion " Accepter betalinger " i din SimplyBook.me-konto.

2. Klik på knappen Indstillinger på siden med tilpassede funktioner ved siden af funktionen Accepter betalinger.

3. Juster dine virksomhedsoplysninger i registreringsformularen, hvis det er nødvendigt.

(Det udfyldes automatisk med de virksomhedsoplysninger, du allerede har i dit system).

Klik på knappen Aktiver SBPay.me nedenfor.

Tillykke! Din SBPay.me-konto er oprettet!

4. Gå til Betalingssystemindstillinger og tilføj de legitimationsoplysninger for den betalingsgateway, du planlægger at bruge til onlinebetalinger.

Hvis du havde nogle betalingssystemoplysninger, før du aktiverede SBPay.me-integrationen, er de muligvis blevet kopieret til SBPay.me, men der kan være nogle ændringer i betalingsflowet, så du skal kontrollere, om alle indstillingerne er tilføjet der for at sikre en problemfri onlinebetaling.

5. Når du har konfigureret betalingsprocessorer, kan du også se de aktive betalingsprocessorer på SimplyBook.me-siden.

6. Indstil priserne for dine tjenester, kurser, pakker, medlemskaber, gavekort, produkter eller service-tilføjelser i din SimplyBook.me-konto, og du er klar til at modtage onlinebetalinger.

Brug af PRO-versionens funktioner

Hvis du har et højere abonnement på din SimplyBook.me-konto, er PRO- versionen af SBPay.me aktiveret som standard, så du kan få adgang til listen over yderligere muligheder såsom arkiverede betalinger, refusioner og betalingslinks.

Hvis du ikke har planer om at bruge de yderligere muligheder, der er anført nedenfor, kan du nemt deaktivere "PRO"-versionen ved at slukke for kontakten.

Arkiverede betalinger

Bemærk!

• Denne funktion kræver, at den tilpassede funktion "Klientlogin" er aktiveret.
• Ikke alle betalingsgateways understøtter denne funktion. Kontroller tilgængeligheden af denne mulighed i tabellen og/eller ved at kontakte din betalingsgateways support, da det kan kræve nogle justeringer fra deres side.

1. Aktivér indstillingen Tillad gemte betalinger på siden Indstillinger for betalingsaccept.

2. Som resultat vil kunden kunne markere afkrydsningsfeltet Gem min betalingsmetode for nem betaling ved fremtidige køb ved kassen på bookingwebstedet, og hans/hendes betalingsoplysninger vil blive vedhæftet kundeprofilen.

3. Ved næste køb eller booking på kundesiden kan han/hun vælge, om ordren skal bekræftes med den allerede gemte betalingsmetode eller med den nye mulighed.

4. Under godkendelsen af betalingen på administratorsiden, i rapporten over betalingstransaktioner eller i salgsadministrationen i POS-grænsefladen, vil du også kunne bruge kundens gemte betalingsmetode.

Betalingslinks

1. Aktivér Send betalingslink ved forsinket betaling i indstillingerne for den tilpassede funktion Accepter betalinger i blokken Indstillinger for e-mail-skabelon, og tilpas skabelonen efter dine behov.

Husk at tilføje variablen [payment_link], så kunden nemt kan navigere til betalingen.

2. Når du har oprettet ordren fra admin-siden eller fra POS-grænsefladen med Betal senere valgt som betalingsmetode, eller hvis kunden vælger Betal senere i kassen på bookingwebstedet, sender systemet automatisk en e-mail/SMS med linket til betaling for salget (gemte betalingsmetoder kan også bruges i dette tilfælde).

3. Du kan også udløse afsendelse af betalingslink fra rapporten Betalingstransaktioner eller POS-grænsefladen eller blot kopiere betalingslinket for den specifikke ordre derfra og sende det til din kunde via dine egne kommunikationskanaler.

Hvis kunden er hos dig, kan du også vise ham/hende QR-koden, som han/hun kan scanne med sin telefonkamera og blive omdirigeret til betalingssiden for at gennemføre ordren. Den findes i Rapporter -> Betalingstransaktioner -> Modtag betaling.

Nemme mobilbetalinger fra appen: video-vejledning

Refunds

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 SimplyBook.me account you can simply navigate to Reports -> Payment transactions -> find the necessary invoice -> click on Actions and select Refund from the drop down menu. Confirm the action and the refund will be automatically made to the corresponding client's account.

2. Or you can go directly to the SBPay.me interface -> Transactions -> open the necessary record and select Refund.

3. In the Accept payments custom feature settings you can also enable Send refund confirmation option and adjust the templates to automatically notify your clients via email and/or sms about the refunds.

SBPay.me Invoices

You can now easily adjust the invoices settings to your needs and send them to your customers after any purchase.

How to use

1. Enable the corresponding option on your "Custom features" page.

2. Adjust the general settings to your needs: the invoice and credit note numbering format, add notes, link to your Terms and Conditions and footer information if necessary.

3. Set the desired look in "Appearance" tab, upload your company logo.

4. Switch to the third, "Email", tab and set the notifications templates. You can use several variables mentioned below the form. save your settings.

5. In the Sales -> Invoices you can see the list of created invoices and credits notes. You can resend them to the clients when needed, issue credit notes, print or simply view the details.

6. Here is the example of how print invoice version can look like.

7. You can also print the invoices directly from the SimplyBook.me system, Reports -> Payment transactions, by selecting the corresponding action per record.

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, QuickBooks, and FreshBooks. You can efficiently manage your invoices within your preferred accounting system.

SBPay.me Reports

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.

2. Payments - allows to view, confirm or refund orders.

3. Invoices - appears when the corresponding custom feature is enabled and allows to view, resend invoices, issue credit notes.

4. Recurring profiles - contains the information on memberships recurring profiles. You can easily view, prolong or cancel profiles on that page.

5. Customers payment methods - allows you to view the list of saved payment methods of your clients, check the list of related payments and disable the profiles if necessary.

6. Tax report - allows to see a list of all your sales within each country (if your sales are in more than one country) and the tax amounts as well as total count of transactions

7. VIES report - The purpose of a VIES (VAT Information Exchange System) tax report is to ensure compliance with EU VAT regulations by enabling businesses to report and verify cross-border transactions within the European Union.This report is especially important for businesses engaged in B2B cross-border trade within the EU. This report shows you a list of your customers, including their contact details, their tax numbers, their residence and the amount of sales to each of them.

8. OSS report - The purpose of an OSS (One Stop Shop) tax report is to simplify VAT reporting for businesses that sell goods or services to customers in multiple EU countries. It allows businesses to manage their VAT obligations in one place, avoiding the need to register for VAT in every country where they sell. The OSS report is particularly useful for e-commerce businesses and service providers who sell to customers in multiple EU countries. This report shows you the total sales and taxed amount within each of the countries you sell to, the VAT tax rate in each of the countries as well as total transactions counts in each country.

9. Customer report - shows you a table including name of each customer, their contact details, when t hey became your clients, count of succesful payments, number of error payments, when they made their last purchase and their last payment status (received, pending, error). The report also allows you to select a specific client and see all the concerning details.

10. Accrual based revenue - is related to the revenue earned/recognized by a business for which the invoice is yet to be billed to the customer.

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

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!