Payment Page

Create unique campaigns to tag incoming transactions for reporting management. Campaigns can be branded with an image and description, so your contacts know exactly what they are paying for.

1. Creating a Campaign

• To create a Campaign, start by entering the name of your campaign and clicking ‘+ Add Campaign’, you can create as many campaigns as you’d like.
  

2. Settings for your Campaign

• To edit campaign settings, you can click the green ‘Settings’ button on the right side of the desired campaign.
• You can edit your Campaign name
• You can add a description to the campaign. (This description gets displayed on the payment page when the page gets tagged with the campaign)
• You can add an image to your campaign. (This image gets displayed on the payment page if the page gets tagged with the campaign)

Once the campaign settings meet your needs, you can then assign the campaign to a payment page. All payments made to a payment page with a campaign will be tagged with the campaign name, to help with reporting management.

*Note that only one campaign can be tagged per payment page.

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Payment page allows your contacts to submit payments using a generated tiny URL. These can be distributed to your contacts on your webpage, email, SMS etc.

Existing customers can also save payment types to use on future payments as well.

1. Creating a Payment Page

• To create a payment page, start by entering the name of your payment page and click ‘Create Link’

2. Customizing your Payment Page

• To customize your payment page form, click the grey ‘Form’ button on the right-hand side.
• You can add the fields you would like from the selection.
  

Field Selections include:

• Text – Input text field allows user the to enter any text into the field. You can name the field to indicate what information is requested from the payee.
• Number – Number field allows user the to enter any text into the field. You can name the field to indicate what information is requested from the payee.
• Dropdown – Dropdown field allows the user to choose an option from the dropdown selections provided on the payment page.
• Date – Date field allows the user to select a given date from the calendar pop up when the field gets clicked on.
• Address – Address field allows the user to enter their address.
• Phone – Phone field allows the users to enter their phone number.
• Checkbox – Checkbox field allows the user to check or uncheck the box. You can name the field to indicate what the payee is checking the box for.
• Look up – allows user to search data manager records to make a payment using the lookup value.
• Output Text – Output Text field allows any text to be outputted for the payee's view on the payment page.
• Customer Reference ID – The Reference ID Label represents a universal field that can be
  referenced in your account. As an example, the label of the
  reference ID could be an 'Account Number' that is associated.
  with each customer. The customer Account Number will then be
  available throughout your account. If a custom label is not set, it
  will automatically appear as Reference ID.
• Customer External ID – This field is used to reference the customer to an external system               

- Field(s) can be made required for the merchant by clicking the ‘Required’ check box (this makes the merchant to fill out that field on the payment page)

- Field(s) can be made visible, or hidden, by clicking the ‘Visible’ checkbox next to the desired field.
- If you want to make the fields populate on the same row in the form, click on the ‘Same Row’ check box. (This will populate the field on the same row as the field above)

 

3. Settings for your Payment Page

• To edit settings for your payment page, click the ‘Settings’ icon on the right side.
  - You can edit the Payment Page Name
  - You can Enable and disable an SMS Number. Enabling SMS provides you a toll-free number that people may text to make a payment (rates apply)
  -  You can have a set amount that is not able to be changed by anyone but you                                - You can assign a campaign to the payment page                                                                              - You can choose to apply an Automatic Adjustment                                                                          - You can enable Apple Pay                                                                                                                    - You can choose to enable Recurring Transactions

*Note: for more information on campaigns, please see the campaigns article

     

3. Deploying your payment page.

• When your page is created, you can deploy your link anywhere you please so customers can make payments.

Here is an example of one of our payment pages:

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The Data Manager allows you to add single records as well as import bulk data through our API. This tool working hand in hand with the ‘Look up’ field on the payment page allows payees to enter a look up value (Invoice #’s, Contact #’s, Client ID’s, Etc.) and pay the amount set up with that look up value through the payment page. Once a Look up value is paid, the status on the ‘Data Manager’ table will switch to ‘Closed’ unpaid look up values will remain ‘Open’.

1. Adding a record to the Data Manager

• To add a record to the Data Manager, click the ‘+ Add’ (Or use our API's to import data)
• You then enter a look up value, and an amount.
• With the status set to open, click save.

2. Editing/Deleting a record on the Data Manager

• To edit a record, click the ‘Edit’ Icon with the pencil on it on the right side. You can then edit the field you would like.
• To delete a record, click on the ‘Delete’ icon with trashcan icon on the right side.3. When look up values are paid the status will update to 'closed' when unpaid they will stay 'open'.

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