Difference between revisions of "Accept payments custom feature"

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You can accept payments via Alipay, Asiapay (PayDollar, PesoPay, SiamPay), Authorize, Bitcoins, Borgun.is, CCAvenue, Dwolla, ECPay, GoCoin, Korta.is, Liqpay, Mollie, Pagar.me, Payfast, Payfort, Paymentwall, PayPal, PaySafeCard, PayTabs, PayU(Latin America), Pin Payments, Robokassa, Skrill, Square, Stripe, Swish, TapPay, 2Checkout, Virtual Card Services, Worldpay and Zooz.
 
You can accept payments via Alipay, Asiapay (PayDollar, PesoPay, SiamPay), Authorize, Bitcoins, Borgun.is, CCAvenue, Dwolla, ECPay, GoCoin, Korta.is, Liqpay, Mollie, Pagar.me, Payfast, Payfort, Paymentwall, PayPal, PaySafeCard, PayTabs, PayU(Latin America), Pin Payments, Robokassa, Skrill, Square, Stripe, Swish, TapPay, 2Checkout, Virtual Card Services, Worldpay and Zooz.
 
<br><br>
 
<br><br>
 
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To check gateways available by country please follow [https://simplybook.me/en/global-integrations/payments/ this link].
'''Video tutorial available ''[https://www.youtube.com/watch?v=zILWAi1_Nao&t=23s here]''.'''
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<br><br>
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<span style="background-color:#e7e3f9; padding:5px; border-radius:5px;">Video tutorial available ''[https://www.youtube.com/watch?v=zILWAi1_Nao&t=23s here].</span>
 
<br><br>
 
<br><br>
 
=How to use=
 
=How to use=
:1. Enable Accept Payments Custom Feature in the Custom Feature section.
 
[[File:Accept payments enable path.png | center]]
 
 
<br><br>
 
<br><br>
:2. To add your payment processor details please go to "Settings" for this feature.
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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.
[[File:Accept payments settings path.png | center]]
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[[File:Accept payments enable path.png | border | center]]
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<br><br>
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:2. To add your payment processor details please go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> for this feature.
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[[File:Accept payments settings path.png | border| center]]
 
<br><br>
 
<br><br>
 
:3. On the right side you will see the list of processors available. Please find the desired one and add your credentials.
 
:3. On the right side you will see the list of processors available. Please find the desired one and add your credentials.
[[File:Payment processors list1.png | center]]
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[[File:Payment processors list1.png | border| center]]
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<br><br>
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::3.1 (Optional) Set your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment timeout</span> in the left-side section of this feature, we recommend not less than 20-30  minutes.
 
<br><br>
 
<br><br>
::3.1 (Optional) Set your payment timeout in the left-side section of this feature, we recommend not less than 20-30  minutes.
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:4. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> -> (select the service to edit) -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service details</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Price</span> set the price of your service.
::3.2 (Optional) In the settings you can also make payment after booking mandatory or optional by setting "Allow delay payment" option(client will pay on place) to Off or On.
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[[File:Set service price.png | border| center]]
:4. In Manage//Services//(select the service to edit)//Service details //Price set the price of your service.
 
[[File:Set service price.png | center]]
 
 
<br><br>
 
<br><br>
 
:5. 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.
 
:5. 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.
[[File:Invoice settings1.png| center]]
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[[File:Invoice settings1.png| border| center]]
 
<br><br>
 
<br><br>
=How Accept Payments Custom Feature works=
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=How Accept Payments custom feature works=
:1. A client goes through the booking process and presses "Book Now" at the end.
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<br><br>
:2. He is directed to payment system and unconfirmed booking appears in the admin calendar with red mark "not paid" to reserve this time so that no other person can accidentally book the same slot and there were no double bookings. <br>
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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.<br><br>
[[File: Non-paid booking view.png ‎|center]]<br><br>
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: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. <br>
 +
[[File: Non-paid booking view.png ‎| border | center]]<br><br>
 
:3. After that, the client has 2 options:  
 
:3. After that, the client has 2 options:  
::3.1. pay and the payment processor will send us confirmation that client paid and we will approve it on our side (mark in calendar will become Green). <br>
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::3.1. 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). <br>
[[File: Paid booking view.png |center]]<br><br>
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[[File: Paid booking view.png | border| center]]<br><br>
::3.2. do 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 [[Custom_Features#Accept_Payments | Accept payments Custom Feature]] will end and will cancel the non-paid booking. Emails to client and admin won't be sent about the timed out bookings because they were never finished. 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 a booking but too late, you can go to Reports//Payment transactions and approve this booking manually.<br>
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::3.2. do 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;">[[Custom_Features#Accept_Payments | Accept payments]]</span> 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. <br>
[[File:Approve timeout booking v3.png ‎|center]]<br><br>
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::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 <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> and approve this booking manually.<br>
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[[File:Approve timeout booking v3.png ‎| border|center]]<br><br>
  
 
=What is "Allow delay payment" option=
 
=What is "Allow delay payment" option=
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<br><br>
 
[[File:Allow delay payment option.png ‎| border | center]]
 
[[File:Allow delay payment option.png ‎| border | center]]
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 appointment, such booking in the service price field will have remark (Pay Later). If you want to disable "Pay later" option, set the switcher to "Off" position for "Allow delay payment" in the settings of  [[Custom_Features#Accept_Payments | Accept payments Custom Feature]].
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When your clients are transferred to the payment page after <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Details</span> tab, they usually have several options: your payment processor (one or several) and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Pay Later</span>. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Pay Later</span> means that client will pay right on the place when he/she arrives to the appointment. In your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Dashboard</span>, when you click on the appointment, such booking in the service price field will have a note <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">"Pay Later"</span>. If you want to disable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Pay later</span> option, set the switcher to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Off</span> position for <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow delay payment</span> in the settings of  <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments | Accept payments]]</span> custom feature.
 
<br><br>
 
<br><br>
 
=How to change the currency for payments=
 
=How to change the currency for payments=
You can change the currency in the settings of  [[Custom_Features#Accept_Payments | Accept payments Custom Feature]]. <br>
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<br><br>
''Please note'': some payment processors do not support all currencies. Before setting the currency, check if the selected payment processor supports it.  
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You can change the currency in the settings of  <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments | Accept payments]]</span> custom feature. <br><br>
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<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>
 
<br><br>
 
<br><br>
 
=How to add tax to services=
 
=How to add tax to services=
:1. You can set it in the settings of [[Custom_Features#Accept_Payments | Accept payments Custom Feature]]. Switch on the option "Include tax to the prices"
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<br><br>
:2. Follow the link "Edit taxes" below that option.
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:1. You can set it in the settings of <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments | Accept payments]]</span> custom feature. Switch on the option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Prices include tax.</span>
[[File:Add taxes1.png | center]]
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<br><br>
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:2. Follow the link <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit taxes</span> below that option.
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[[File:Add taxes1.png | border| center]]
 
<br><br>
 
<br><br>
 
:3. Create all tax options you need. You will be able to select which tax to apply to which service or set default tax.
 
:3. Create all tax options you need. You will be able to select which tax to apply to which service or set default tax.
[[File:Creating tax.png | center]]
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[[File:Creating tax.png | border| center]]
 
<br><br>
 
<br><br>
:4. Go to Manage//Services and select the tax option per service.
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:4. Go 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 service.
[[File:Add tax to service.png | center]]
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[[File:Add tax to service.png | border| center]]
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<br><br>
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=Can I use another payment processor that is not listed in the Accept payments custom feature=
 
<br><br>
 
<br><br>
=How to set the confirmation fee, not the whole price for the service=
 
:1. Enable [[Custom_Features#Accept_Payments | Accept payments Custom Feature]] in the the Custom Features section.
 
:2. Choose payment processor and fill in the necessary details.
 
:3. In Manage//Services//(select the service to edit)//Service details //Price set the price of your service (the confirmation fee you want to receive). In the description of the service write full price for your clients to know.
 
 
=Can I use other payment processor not listed in the Accept Payments Custom Feature=
 
 
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.
 
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.
 
<br><br>
 
<br><br>

Latest revision as of 13:29, 2 December 2019



Accept payments small2.png

Accept Payments Custom Feature allows you to accept payments from your clients online. You can set the price for your service and when your clients make a booking, they will be redirected to the payment page. You can accept payments via Alipay, Asiapay (PayDollar, PesoPay, SiamPay), Authorize, Bitcoins, Borgun.is, CCAvenue, Dwolla, ECPay, GoCoin, Korta.is, Liqpay, Mollie, Pagar.me, Payfast, Payfort, Paymentwall, PayPal, PaySafeCard, PayTabs, PayU(Latin America), Pin Payments, Robokassa, Skrill, Square, Stripe, Swish, TapPay, 2Checkout, Virtual Card Services, Worldpay and Zooz.

To check gateways available by country please follow this link.

Video tutorial available here.

How to use



1. Enable Accept Payments custom feature in Custom Features section.
Accept payments enable path.png



2. To add your payment processor details please go to Settings for this feature.
Accept payments settings path.png



3. On the right side you will see the list of processors available. Please find the desired one and add your credentials.
Payment processors list1.png



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



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



5. 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.
Invoice settings1.png



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.
Non-paid booking view.png



3. After that, the client has 2 options:
3.1. 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).
Paid booking view.png



3.2. do 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 Reports -> Payment transactions and approve this booking manually.
Approve timeout booking v3.png



What is "Allow delay payment" option



Allow delay payment option.png

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, set the switcher to Off position for Allow delay payment in the settings of Accept payments custom feature.

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.

How to add tax to services



1. You can set it in the settings of Accept payments custom feature. Switch on the option Prices include tax.



2. Follow the link Edit taxes below that option.
Add taxes1.png



3. Create all tax options you need. You will be able to select which tax to apply to which service or set default tax.
Creating tax.png



4. Go to Manage -> Services and select the tax option per service.
Add tax to service.png



Can I use another payment processor that is not listed in the Accept payments custom feature



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.