Generate a Request To Pay with Immediate Transfer
Go to the navigation tab and click on paymentGet paid
One provides 4 manners of sending your Request To Pay with Immediate Transfer:
By email
Click on mail_outlinePay by email
- In case of multiple payment methods associated to your shop, select Fintecture transfer
- In the Payment details section :
- Choose the Application or shop you wish to receive the funds from (create one in case you do not have one)
- Select a template to be used for the email
- Enter the Amount of the payment
- Enter the Order reference (make sure you choose a reference that will facilitate reconciliation)
- Optionally select the Payment due date
- Optionally enter the Link expiration date (once this date is passed the payment expires)
- In the Client information section :
- Indicate whether the payer is an individual or a company
- Fill in the First name (optional if a company)
- Fill in the Last name (optional if a company)
- Enter the Email address
- Indicate the Company name
- Optionally provide the SIREN number to ensure of the company
- In the Email options section (optional) :
- Fill in all CC emails that can be used to communicate with your customer
- Enter the BCC emails that you want to put in the loop (your accounting team for example)
- Choose the Language to be used for email sending (by default your prefered language)
- Attach any document needed to be attached to your payment request (only one allowed)
-
Click on Send the payment link by email
On click email is sent and a new payment line appears in your insert_chart_outlinedPayments
💡 NoteCreated payment is of type RequestToPay in status Waiting which means that the payment has not yet been made by your customer
By link
Click on insert_linkPay by link
- In case of multiple payment methods associated to your shop, select Fintecture transfer
- In the Payment details section :
- Choose the Application or shop you wish to receive the funds from (create one in case you do not have one)
- Enter the Amount of the payment
- Enter the Order reference (make sure you choose a reference that will facilitate reconciliation)
- Optionally select the Payment due date
- Optionally enter the Link expiration date (once this date is passed the payment expires)
- In the Client information section :
- Indicate whether the payer is an individual or a company
- Fill in the First name (optional if a company)
- Fill in the Last name (optional if a company)
- Enter the Email address
- Indicate the Company name
- Optionally provide the SIREN number to ensure of the company
-
Click on Create a payment link
On click payment link is provided and a new payment line appears in your insert_chart_outlinedPayments
💡 NoteCreated payment is of type RequestToPay in status Waiting which means that the payment has not yet been made by your customer
By sms
Click on phone_iphonePay by SMS
- In the Payment details section :
- Choose the Application or shop you wish to receive the funds from (create one in case you do not have one)
- Enter the Amount of the payment
- Enter the Order reference (make sure you choose a reference that will facilitate reconciliation)
- Optionally select the Payment due date
- Optionally enter the Link expiration date (once this date is passed the payment expires)
- In the Mobile information section :
- Indicate the Phone Number by selecting the target country and filling in the payer's local phone number
- Optionally add a Message. Payment link will be integrated following your message.
-
Click on Send SMS
On click sms is sent and a new payment line appears in your insert_chart_outlinedPayments
💡 NoteCreated payment is of type RequestToPay in status Waiting which means that the payment has not yet been made by your customer
Bulk payment
Click on view_moduleBulk payment
Bulk payment allows you to send multiple payments at once.
🚧 ImportantOnly 30 payment requests maximum is allowed.
- Select a template to be used. Fintecture provides some of them but you can also create your own
- Choose the Application or shop you wish to receive the funds from (create one in case you do not have one)
- Import CSV file by dropping it or selecting it from your local drive
-
Click on Send by mail
On click multiple emails are sent and associated payment lines appear in your insert_chart_outlinedPayments
💡 NoteCreated payments are of type RequestToPay in status Waiting which means that the payment has not yet been made by your customer
Updated 5 months ago