Anpassa betalningsfunktioner

Anpassa betalningar Med den här funktionen kan du ta emot betalningar från dina kunder online. Du kan ange priset för din tjänst/medlemskap/paket etc. och när dina kunder gör en bokning/köp kommer de att ombes att betala för att bekräfta sitt köp. Du kan ta emot betalningar via en rad olika betalningsleverantörer. Alla onlinebetalningar hanteras av den betalningsgateway du valt och om du behöver göra en återbetalning till en kund kan du göra det om du har SBPay.me PRO-integration eller manuellt från administratörskontot för din betalningsleverantör.

För att se vilka gateways som är tillgängliga i olika länder, följ denna länk.

Videohandledning

Videohandledningför SBPay.me PRO-integration

Observera! Medlemskap, paket, tilläggstjänster, produkter till salu, kuponger och presentkort, anpassade funktioner fungerar inte om den anpassade funktionen Acceptera betalningar inte är aktiverad.

Hur man aktiverar

1. Aktivera den anpassade funktionen Acceptera betalningar i avsnittet Anpassade funktioner.

2. När funktionen är aktiverad klickar du på knappen Inställningar.

3. Justera dina företagsuppgifter i följande formulär om det behövs.

(Fälten fylls i automatiskt med de företagsuppgifter som du redan har i ditt system).

4. Klicka på knappen Aktivera SBPay.me.

Observera! De flesta av dina betalningsrelaterade inställningar och konfigurationer hanteras via SBPay.me, som blir tillgängligt när du aktiverar funktionen Acceptera betalningar via alternativet Betalningar i navigeringsmenyn. Mer information finns här.

Var ska priserna anges?

Med SimplyBook.me kan du ta emot betalningar för bokningar av tjänster/klasser, paket, medlemskap, presentkort, produkter och tillägg.
Kontrollera följande punkter för att ange priser för önskade artiklar:

1. Tjänster/klasser:

• Gå till Hantera -> Tjänster/Klasser.
• Klicka på den specifika tjänsten och öppna Tjänst-/klassdetaljer.
• Bläddra ner till fältet Pris för att ange priset för tjänsten.

2. Paket:

• Gå till Hantera -> Paket.
• Klicka på önskat paket och öppna Paketdetaljer.
• Ange priset för paketet i fältet Pris.

3. Medlemskap:

• Gå till Hantera -> Medlemskap.
• Öppna Medlemsinformation och leta reda på Första betalning för att ställa in det initiala priset.
• Om medlemskapet är återkommande ska du också ange priset i fältet Återkommande pris. Mer information om hur du ställer in medlemskap finns här.

4. Tilläggstjänster:

• Gå till Hantera -> Tilläggstjänster.
• Klicka på den specifika tilläggstjänsten och öppna Tilläggstjänstdetaljer.
• Justera priset i fältet Tilläggspris.

5. Produkter till salu:

• Gå till Hantera -> Produkter till salu.
• Klicka på önskad produkt till salu och öppna Produktinformation.
• Ange priset i fältet Produktpris.

Hur man lägger till skatter

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

Payment Timeout

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.
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.

How to change currency

You can adjust 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.
• There is no option to select multiple company currencies. The currency you choose will be the same for all your offerings.

In the Currency settings, you can enable Custom formatting company currency to adjust the following:

• Currency Symbol: Customize the currency symbol if needed.
• Decimal Separator: Choose between "," or "." to be displayed in your prices.
• Digits: 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).
• Positioning of the Currency Symbol
• Add space between the amount and symbol if desired.

What is "Pay later" 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 in most cases 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". Additionally, you can enable the Auto process payment for Pay Later payment processor to automatically set the Paid status for the service bookings where Pay Later was chosen as the payment method. Note that this option does not apply to memberships, gift cards, or packages.
As well you can activate Skip payment confirmation step option. This is particularly useful for those who only wish to display prices without processing payments online. If enabled, this step will be omitted.
If you want to disable Pay later option please navigate to Payments in the left-side menu (i.e. SBPay.me interface) -> Payment processors and deactivate Pay later option there.

Payment links

(available with Premium subscription (i.e. SBPay.me PRO version)
With this option you can now easily send payment links via emails or sms to your clients to pay onsite or offsite for some order/booking or unpaid remainder amount when deposits were used.

Check more details on how to use it here

Vaulted Payments

(available with Premium subscription (i.e. SBPay.me PRO version)
This option enables clients to securely store their card details as a preferred payment method. With vaulted payments, clients can seamlessly pay for future orders without re-entering their payment information, enhancing convenience and expediting transactions. From the admin side, you will be able to charge the saved payment method of your clients.

Check more details on how it works here

Refunds

(available with Premium subscription.
It may happen that you need to give 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.

Check more details on how it works here

How to customize the client invoices

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.
Using SBPay.me Invoices feature can adjust the following items:

Check more details here here

Notifications

There are several types of the payment-related notifications that can be sent to you and/or your clients. Within the paid subscriptions you can customize notification templates using provided variables.
The following notifications are available:

• Payment failed notification (can be sent to client and/or to company);
• Payment link for Delay payment method (with SBPay.me Pro only);
• Refund confirmation (with SBPay.me Pro only).

How the whole payments process works

1. A client goes through the booking process and presses Book Now at the end. Or he/she selects some memberships/package/gift card, etc. to buy.

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.

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).

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/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.

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 Payments -> Transactions or Reports -> Payment transactions within SimplyBook.me interface and approve this booking manually.