SBPay.me integration: Difference between revisions

==Using PRO version features==

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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.

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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.

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:2. As the result the client will be able to tick the checkbox <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Save my payment method for easy charging in my future purchases</span> at checkout on the booking website and his/her payment details will be attached to the client profile.

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:3. During the next purchase or booking on the client side he/she can decide whether to confirm the order with the already saved payment method or to choose the new option.

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:4. During the payment approval on the admin side <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment transactions</span> report or sale management inside the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">POS interface</span> you will also be able to use the client's saved payment method.

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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]]

: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.

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:2. After you create the order from admin side or from <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">POS interface</span> with <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Pay later</span> selected as the payment method, or if the client selects <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Pay later</span> 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).

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.

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:2. Or you can go directly to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SBPay.me interface</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Transactions</span> -> open the necessary record and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Refund</span>.

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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.

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