Accept payments custom feature/en: Difference between revisions
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<languages/> | <languages/> | ||
{{#seo: | {{#seo: | ||
|title=Accept Payments Custom Feature - SimplyBook.me | |title=Accept Payments Custom Feature - SimplyBook.me | ||
|description=Enable payment options with SimplyBook.me. Offer clients a variety of ways to pay. Set up this feature today! | |||
|titlemode=append | |titlemode=append | ||
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content, accept payments, accept payments online, online payments, sbpay, sbpay.me | |keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content, accept payments, accept payments online, online payments, sbpay, sbpay.me | ||
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:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accept Payments</span> custom feature in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> section. | :1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accept Payments</span> custom feature in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> section. | ||
[[File:Accept payments enable path | [[File:Accept payments enable path redesigned.png|1200px| border | center|link=https://help.simplybook.me/images/9/9e/Accept_payments_enable_path_redesigned.png]] | ||
<br><br> | <br><br> | ||
:2. Once enabled, click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> button. | :2. Once enabled, click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> button. | ||
[[File:Accept payments settings path | [[File:Accept payments settings path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/3/37/Accept_payments_settings_path_redesigned.png]] | ||
<br><br> | <br><br> | ||
:3. Adjust your company information in the following form if necessary. | :3. Adjust your company information in the following form if necessary. | ||
:(It will be autocompleted with the company details that you already have in your system). | :(It will be autocompleted with the company details that you already have in your system). | ||
[[File: | [[File:Sbpay registration form redesigned.png|1200px|center|link=https://help.simplybook.me/images/d/dd/Sbpay_registration_form_redesigned.png]] | ||
<br><br> | <br><br> | ||
:4. Click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Activate SBPay.me</span> button. | :4. Click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Activate SBPay.me</span> button. | ||
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:1. Add the necessary taxes options in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Taxes</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> | :1. Add the necessary taxes options in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Taxes</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> | ||
:Choose the default one if necessary - it will be automatically set for each new sale item that you will create in the system. | :Choose the default one if necessary - it will be automatically set for each new sale item that you will create in the system. | ||
[[File: | [[File:Add new tax path redesigned.png|1200px| border| center|link=https://help.simplybook.me/images/8/84/Add_new_tax_path_redesigned.png]] | ||
<br><br> | <br><br> | ||
:2. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> and select the tax option per each service. | :2. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> and select the tax option per each service. | ||
:If you have other items like <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Classes_custom_feature|Classes]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Packages_custom_feature|Packages]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Membership_custom_feature|Memberships]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Products_for_Sale_custom_feature|Products for sale]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Service_Add-Ons_custom_feature|Service add-ons]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Coupons_and_Gift_Cards_custom_feature|Gift cards]]</span> and need taxes to be applied there as well please go to the corresponding management page and select from the pre-created taxes for each item. | :If you have other items like <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Classes_custom_feature|Classes]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Packages_custom_feature|Packages]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Membership_custom_feature|Memberships]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Products_for_Sale_custom_feature|Products for sale]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Service_Add-Ons_custom_feature|Service add-ons]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Coupons_and_Gift_Cards_custom_feature|Gift cards]]</span> and need taxes to be applied there as well please go to the corresponding management page and select from the pre-created taxes for each item. | ||
[[File: | [[File:Assign tax to service path redesigned.png |1200px| border| center|link=https://help.simplybook.me/images/e/eb/Assign_tax_to_service_path_redesigned.png]] | ||
<br><br> | <br><br> | ||
:3. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accept payments</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> choose whether the tax amount should be added to the price that you have set per service(or other item) or it is already included by using the switcher <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Prices include tax.</span><br> | :3. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accept payments</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> choose whether the tax amount should be added to the price that you have set per service(or other item) or it is already included by using the switcher <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Prices include tax.</span><br> | ||
:If you enable the switcher it will mean that the amount that you have set per service is already with taxes.<br> | :If you enable the switcher it will mean that the amount that you have set per service is already with taxes.<br> | ||
:In case you disable the switcher the system will automatically add the selected tax percentage to the items prices<br> | :In case you disable the switcher the system will automatically add the selected tax percentage to the items prices<br> | ||
[[File:Prices include tax | [[File:Prices include tax redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/d/dd/Prices_include_tax_redesigned.png]] | ||
<br><br> | <br><br> | ||
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This setting allows to determine the duration within which a payment transaction must be completed before it expires. If not paid within the defined period, the associated transaction and booking/s will be canceled automatically.<br> | This setting allows to determine the duration within which a payment transaction must be completed before it expires. If not paid within the defined period, the associated transaction and booking/s will be canceled automatically.<br> | ||
The recommended period is at least 1 hour to give clients enough time to complete the payment and for the payment system to send us the confirmation. | The recommended period is at least 1 hour to give clients enough time to complete the payment and for the payment system to send us the confirmation. | ||
[[File:Payment timeout | [[File:Payment timeout redesigned.png|1200px|center|link=https://help.simplybook.me/images/f/f6/Payment_timeout_redesigned.png]] | ||
<br><br> | <br><br> | ||
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<br><br> | <br><br> | ||
You can adjust the currency in the settings of <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Custom_Features#Accept_Payments | Accept payments]]</span> custom feature. <br><br> | You can adjust the currency in the settings of <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Custom_Features#Accept_Payments | Accept payments]]</span> custom feature. <br><br> | ||
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Some payment processors do not support all currencies. Before setting the currency, check if the selected payment processor supports it.</span> | <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span> | ||
[[File: | *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Some payment processors do not support all currencies. Before setting the currency, check if the selected payment processor supports it.</span> | ||
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">There is no option to select multiple company currencies. The currency you choose will be the same for all your offerings.</span> | |||
[[File:Currency settings path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/a/a9/Currency_settings_path_redesigned.png]] | |||
<br><br> | |||
In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Currency settings</span>, you can enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom formatting company currency</span> to adjust the following: | |||
<br><br> | |||
*<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Currency Symbol:</span> Customize the currency symbol if needed. | |||
*<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Decimal Separator:</span> Choose between "," or "." to be displayed in your prices. | |||
*<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Digits:</span> In this section, select the number of digits displayed after decimal separator in the amount, ranging from 0 to 3. For example, if the service price is set to $10 and the number of digits in Currency settings is set to 0, the price on the booking website will be $10. If set to 2, the format will be $10.00. If the number of digits is set to 0, it will not be possible to add amounts less than $1 (where $ stands for your company currency in this example). | |||
*<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Positioning</span> of the Currency Symbol | |||
*Add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">space</span> between the amount and symbol if desired. | |||
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:1. A client goes through the booking process and presses <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book Now</span> at the end. Or he/she selects some memberships/package/gift card, etc. to buy.<br><br> | :1. A client goes through the booking process and presses <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book Now</span> at the end. Or he/she selects some memberships/package/gift card, etc. to buy.<br><br> | ||
:2. He is directed to summary step to choose a payment method. At this stage unconfirmed booking appears in the admin calendar marked red as ''not paid'' to reserve this time so that no other person can accidentally book the same slot and there will be no double-bookings. As well an order with the ''New'' status appears in '''Payment transactions''' report.<br> | :2. He is directed to summary step to choose a payment method. At this stage unconfirmed booking appears in the admin calendar marked red as ''not paid'' to reserve this time so that no other person can accidentally book the same slot and there will be no double-bookings. As well an order with the ''New'' status appears in '''Payment transactions''' report.<br> | ||
[[File: | [[File:Payment status not paid redesigned.png|1200px | border | center|link=https://help.simplybook.me/images/5/5a/Payment_status_not_paid_redesigned.png]]<br><br> | ||
:3. After that, the client has 2 options: | :3. After that, the client has 2 options: | ||
::3.1. to pay and the payment processor will send us confirmation that client has paid and we will automatically approve the transaction on our side (booking will be marked with green color and the order with ''paid'' status). <br> | ::3.1. to pay and the payment processor will send us confirmation that client has paid and we will automatically approve the transaction on our side (booking will be marked with green color and the order with ''paid'' status). <br> | ||
[[File: | [[File:Booking paid status redesigned.png|1200px | border| center|link=https://help.simplybook.me/images/8/88/Booking_paid_status_redesigned.png]]<br><br> | ||
::3.2. to not finish paying: the client is directed to the payment system, but then he closes the page, closes the browser, or simply leaves it open without any actions for a long period of time. In this case, the system will wait until timeout you set up in the settings of <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Custom_Features#Accept_Payments | Accept payments]]</span> custom feature will end and will cancel the non-paid booking/transaction because it was never finished. You can set the emails to be sent to client and/or you to be notified about the timed out bookings. <br> | ::3.2. to not finish paying: the client is directed to the payment system, but then he closes the page, closes the browser, or simply leaves it open without any actions for a long period of time. In this case, the system will wait until timeout you set up in the settings of <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Custom_Features#Accept_Payments | Accept payments]]</span> custom feature will end and will cancel the non-paid booking/transaction because it was never finished. You can set the emails to be sent to client and/or you to be notified about the timed out bookings. <br> | ||
::Same happens if the client paid, but paid later than timeout. In this case, if you receive a notification from PayPal/Stripe/etc. that client paid for the booking/order but as it was too late you can go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Transactions</span> or <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> within SimplyBook.me interface and approve this booking manually.<br> | ::Same happens if the client paid, but paid later than timeout. In this case, if you receive a notification from PayPal/Stripe/etc. that client paid for the booking/order but as it was too late you can go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Transactions</span> or <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> within SimplyBook.me interface and approve this booking manually.<br> | ||
[[File: | [[File:Receive payment path redesigned.png|1200px | border|center|link=https://help.simplybook.me/images/0/06/Receive_payment_path_redesigned.png]]<br><br> | ||
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