SBPay.me integration: Difference between revisions
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==The list of currently supported payment processors:== | ==The list of currently supported payment processors:== | ||
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==How to set and use it with [https://simplybook.me/ SimplyBook.me]== | ==How to set and use it with [https://simplybook.me/ SimplyBook.me]== | ||
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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;">[[Accept payments custom feature|Accept Payments]]</span> custom feature enabled in your [https://simplybook.me/ SimplyBook.me] account. | ||
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==Using PRO version features== | ==Using PRO version features== | ||
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If you have a higher subscription in your SimplyBook.me account then the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">PRO</span> 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. | If you have a higher subscription in your SimplyBook.me account then the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">PRO</span> 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. | ||
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===Vaulted payments=== | ===Vaulted payments=== | ||
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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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===Refunds=== | |||
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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/ 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. | ||
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==SBPay.me Invoices== | |||
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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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==SBPay.me Reports== | |||
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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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==Create payment requests== | |||
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'''Video tutorial''' <p><youtube>JHN6T1QzsHk</youtube></p> | '''Video tutorial''' <p><youtube>JHN6T1QzsHk</youtube></p> | ||