Accept payments custom feature

Accept Payments Custom Feature allows you to accept payments from your clients online. You can set the price for your service/membership/package, etc. and when your clients make a booking/purchase, they will be redirected to the payment page. You can accept payments via a variety of payment processors. All the online payments are processed by the payment gateway of your choice and if there is a need to issue a refund to a client it can be done if you are using SBPay.me integration or manually from the admin account of your payment processor.

To check gateways available by country please follow:

• If you are using SBPay.me here;
• If you are not using SBPay.me here.

Video tutorial

SBPay.me PRO integration video tutorial

How to use with SBPay.me integration

1. Enable Accept Payments custom feature in Custom Features section.

2. Enable and set SBPay.me integration following steps 1-6 here.

3. (Optional) Set your Payment timeout on the left side sof Accept payments settings, we recommend not less than 20-30 minutes.

How to use without SBPay.me

(will be deprecated)

1. After enabling Accept payments custom feature, to add your payment processor details please go to Settings near this feature.

2. On the right side you will see the list of processors available. Please find the desired one and add your credentials.

2.1 (Optional) Set your Payment timeout in the left-side section of this feature, we recommend not less than 20-30 minutes.

3. In Manage -> Services -> (select the service to edit) -> Service details -> Price set the price of your service.

4. Add invoice information to the corresponding block and your clients will receive invoices about any purchase made within your system. You can also disable sending invoices to your clients if necessary.

How Accept Payments custom feature works

1. A client goes through the booking process and presses Book Now at the end.

2. He is directed to payment system and 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.

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 it on our side (booking will be marked with green color).

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 Accept payments custom feature will end and will cancel the non-paid booking 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.

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 but as it was too late you can go to SBPay.me -> Transactions or Reports -> Payment transactions and approve this booking manually.

Can I use another payment processor that is not listed

In that case please contact support and we will gladly check the possibilities of adding it to our system. Support may ask you to provide technical documentation related to this payment processor to check if there is a possibility of such an integration.

How to add tax to services

1. Add the necessary taxes options in Manage -> Taxes -> +

Choose the default one if necessary - it will be automatically set for each new sale item that you will create in the system.

2. Navigate to Manage -> Services and select the tax option per each service.

If you have other items like Classes, Packages, Memberships, Products for sale, Service add-ons, Gift cards 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.

3. In Custom features -> Accept payments -> Settings 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 Prices include tax.

If you enable the switcher it will mean that the amount that you have set per service is already with taxes.

In case you disable the switcher the system will automatically add the selected tax percentage to the items prices

How to change the currency for payments

You can change the currency in the settings of Accept payments custom feature.

Please note! Some payment processors do not support all currencies. Before setting the currency, check if the selected payment processor supports it.

What is "Allow delay payment" option

When your clients are transferred to the payment page after Details tab, they usually have several options: your payment processor (one or several) and Pay Later. Pay Later means that client will pay right on the place when he/she arrives to the appointment. In your Dashboard, when you click on the appointment, such booking in the service price field will have a note "Pay Later". If you want to disable Pay later option:

• If you have SBPay.me integration enabled, please navigate to SBPay.me -> Payment processors and disable "Delay" option there;
• If you have not switched to SBPay.me yet, please set the switcher to Off position for Allow delay payment in the settings of Accept payments custom feature.

How to customize the client invoices

With SBPay.me

It may be necessary to show or hide some data or change the look for the invoices that the system sends to clients after they make a purchase on your booking website.
You can adjust the following items:

1. Company address.
The company address added in SBPay.me -> Settings -> Company profile -> Address will be reflected in the invoices.

If you need to hide it simply remove address from that field and save settings.

2. Company VAT number.
If it is added in SBPay.me -> Settings -> Company profile -> Tax information it will be included to the invoice header.

3. Client address.
For the client address to be displayed please enable Client Login custom feature, enable both Display address on the booking page and Make address mandatory registration field in Accessibility section. Save settings.

4. Intake forms and Client Fields
You can add certain forms to be displayed in the client information block.
If it is an intake form please go to Manage -> Intake forms -> click on the necessary form to select -> enable Add field to invoice, save settings.

Or if you wish to add a client form then navigate to Manage -> Client fields -> click on the desired field to edit it -> enable Add field to invoice, save.

As the result both the form title and the client response will be reflected in the invoice.

5. Invoice design.
There are three templates to choose from in SBPay.me -> Custom features -> Invoices -> Settings -> Appearance. Please cheese the one you like the most, add your comopany logo and save settings.

Without SBPay.me

It may be necessary to show or hide some data or change the look for the invoices that the system sends to clients after they make a purchase on your booking website.
You can adjust the following items:

1. Company address.
If it is added in Settings -> Company information and set to be displayed on the booking website it will also be shown in the invoices.

If you need to hide it simply check Don't show email on booking website there, save settings and it will not appear neither on the website nor in the invoices.

2. Company VAT number.
If it is added in Settings -> Company information it will also be present in the invoices.

3. Client address.
For the client address to be displayed please enable Client Login custom feature, enable both Display address on the booking page and Make address mandatory registration field in Accessibility section. Save settings.

4. Intake forms and Client Fields
You can add certain forms to be displayed in the client information block.
If it is an intake form please go to Manage -> Intake forms -> click on the necessary form to select -> enable Add field to invoice, save settings.

Or if you wish to add a client form then navigate to Manage -> Client fields -> click on the desired field to edit it -> enable Add field to invoice, save.

As the result both the form title and the client response will be reflected in the invoice.

5. Invoice design.
You can select one of the three invoice designs we have available.
Please choose default, white or dark template in Custom features -> Accept payments -> Settings -> Select invoice template -> choose the desired look and save settings.