SBPay.me integration: Difference between revisions
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{{#seo: | {{#seo: | ||
|title=SBPay.me integration | |title=SBPay.me integration | ||
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SBPay.me is the payment management feature by SimplyBook.me that lets you accept and manage payments via multiple payment providers, whilst simplifying online and offline payments, sending payment links, charging saved cards and making refunds. | SBPay.me is the payment management feature by SimplyBook.me that lets you accept and manage payments via multiple payment providers, whilst simplifying online and offline payments, sending payment links, charging saved cards and making refunds. | ||
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[https://sbpay.me/en/ READ MORE] | [https://sbpay.me/en/ READ MORE] | ||
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See video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=XPX7Xnsp5aM]] | See video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=XPX7Xnsp5aM]] | ||
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__FORCETOC__ | __FORCETOC__ | ||
==The list of currently supported payment processors:== | ==The list of currently supported payment processors:== | ||
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{| style="width: 60%; box-shadow: 2px 2px 15px rgba(45, 51, 72, 0.1); border-radius: 8px; border-collapse: collapse; border-bottom: 1px solid #0B3052;" | {| style="width: 60%; box-shadow: 2px 2px 15px rgba(45, 51, 72, 0.1); border-radius: 8px; border-collapse: collapse; border-bottom: 1px solid #0B3052;" | ||
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'''How to set specific payment processors''' | '''How to set specific payment processors''' | ||
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Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/playlist?list=PLM9QxGer1Y2rKQwKDx4TmfnTYtuZDbN7r]] | Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/playlist?list=PLM9QxGer1Y2rKQwKDx4TmfnTYtuZDbN7r]] | ||
==How to set and use it with [https://simplybook.me/ SimplyBook.me]== | ==How to set and use it with [https://simplybook.me/ SimplyBook.me]== <!--T:9--> | ||
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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. | ||
[[File:Accept payments enable path redesigned.png|1200px|center|link=https://help.simplybook.me/images/9/9e/Accept_payments_enable_path_redesigned.png]] | [[File:Accept payments enable path redesigned.png|1200px|center|link=https://help.simplybook.me/images/9/9e/Accept_payments_enable_path_redesigned.png]] | ||
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==Using PRO version features== | ==Using PRO version features== <!--T:11--> | ||
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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. | ||
[[File:Sbpay pro activated redesigned.png|1200px|center|link=https://help.simplybook.me/images/7/7e/Sbpay_pro_activated_redesigned.png]] | [[File:Sbpay pro activated redesigned.png|1200px|center|link=https://help.simplybook.me/images/7/7e/Sbpay_pro_activated_redesigned.png]] | ||
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===Vaulted payments=== | ===Vaulted payments=== | ||
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span> | <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span> | ||
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===Payment links=== | ===Payment links=== <!--T:14--> | ||
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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> | ||
: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. | :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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===Refunds=== | ===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. | 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. | ||
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==SBPay.me Invoices== | ==SBPay.me Invoices== | ||
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. | ||
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==SBPay.me Reports== | ==SBPay.me Reports== | ||
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: | ||
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==Create payment requests== | ==Create payment requests== <!--T:19--> | ||
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'''Video tutorial''' [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=JHN6T1QzsHk]] | '''Video tutorial''' [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=JHN6T1QzsHk]] | ||
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<br> | <br> | ||
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. | 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. | ||