SBPay.me integration: Difference between revisions

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See video tutorial <p><youtube>XPX7Xnsp5aM</youtube></p>

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:6. Set the prices for your services, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes custom feature|classes]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Packages custom feature|packages]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership custom feature|memberships]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons and Gift Cards custom feature|gift cards]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Products for Sale custom feature|products]]</span> or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service Add-Ons custom feature|service add-ons]]</span> in your [https://simplybook.me/ SimplyBook.me] account and you are ready to get payments online.

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==Using PRO version features==

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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[[File:Use saved payment method pos.png|1200px|center|link=https://help.simplybook.me/images/e/e8/Use_saved_payment_method_pos.png]]

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===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>

'''Easy mobile payments from the app''': video tutorial <p><youtube>CSI-gWjKtm8</youtube</p>

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===Refunds===

[[File:Send refund confirmation redesigned.png|1200px|center|link=https://help.simplybook.me/images/a/a9/Send_refund_confirmation_redesigned.png]]

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==SBPay.me Invoices==

<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Importing invoices from external platforms directly into the system is not supported. However, SimplyBook.me offers integration options with various accounting software, including [[Xero_integration| Xero]], [[QuickBooks_integration| QuickBooks]], and [[FreshBooks_integration| FreshBooks]]. You can efficiently manage your invoices within your preferred accounting system.</span>

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==SBPay.me Reports==

:11. ''Subscription Metrics'' - allows to track the trends of your recurring subscription customers. View graphs showing active customers, monthly sales trends, and a comparison of new customers versus those who have left.

:12. ''Snowball MRR Report'' - is a detailed table showing trends in your recurring revenue. Easily see the number of active customers, new sign-ups, cancellations, and the total active recurring customers at the end of each period.

==Create payment requests==  

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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.

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