SBPay.me integration: Difference between revisions

The Pro version is completely free of charge in 2022 for all users. In the beginning of 2023 users can decide to use either the standard version for free or the Pro version for a small fee.

 

 

Please check if "PRO" version or SBPay.me is enabled on Accept payments settings page to get access to the list of additional options like vaulted payments, refunds and payment links.

 

 

 

'''Please note!'''  

*It also required Client login custom feature to be enabled to be able to use this functionality.

*Not all the payment gateways support this feature. Please check the availability of such an option in the table 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 custom feature page.

 

:2. 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 details will be attached to the client profile.

 

 

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

 

: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.<br>

:Please do not forget to use [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.

 

It may happen that you need to return the money back to your customer 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.