When processing transactions from SwipeSimple at your computer, you can provide your customers with simple ways to pay for featured goods or services online using the Payment Links feature in SwipeSimple. Payment Links allows you to accept payments online with the simplicity of sharing a link.
Payment Links can be:
- Embedded into an image or button on the web
- A downloadable and sharable QR code directly in SwipeSimple.
- Shared via your website, newsletters, emails, a Facebook page, or any other way you share links
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Note: SwipeSimple now generates a QR code for each Payment Link automatically, which you can download from the Share Link pop-up (see “QR codes for Payment Links” below). SwipeSimple cannot assist with embedding links into a website or image. Once you have created your Payment Link, copy the link to share it or embed it in your preferred external source. |
Creating a Payment Link
To create a Payment Link, log into your SwipeSimple merchant account via the web.
Click on Payment Links on your SwipeSimple side menu. Here, you will be able to see any of your previously created Payment Links and can do any of the following:
- Create new Payment Links
- Edit existing Payment Links
- Enable/Disable Payment Links
- Copy existing Payment Links to share on your website or newsletter, send in an email, text, and more
Click on New Payment Link in the top right corner to be taken to the New Payment Link page. From here, you can design the form that will be sent via the link:
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Add a Title
- Title is required, but you can choose whether or not the Title is visible on the payment form
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Choose Amount or Item
- If you select Amount, you can enter a fixed amount or leave it at $0.00. If left at $0.00, the cardholder can enter any amount at the time of payment.
- If you select Item, you can choose an item from your existing Item Catalog, and the amount on the payment form will be the amount of that item. If the item is updated at any point after the Payment Link is created, the Payment Link is also updated.
- Select + Add Item to add multiple items to the Payment Link. You can edit the Payment Links later to add or remove items.
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Tax
- If your account is configured for multiple tax rates, you can select which tax rate to apply to the Payment Form.
- If your account is not configured for tax, the Tax dropdown will not be displayed.
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Prompt for Tip
- When enabled in Account Settings, this adds a tip section with three prepopulated, customizable percentage suggestions, plus No Tip and Custom Tip.
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Customize Form
- When expanded, the Customize Form section allows you to add fields to the payment form that the cardholder can fill out at the time of sale. You can also make these fields required.
- The default fields that will always be present on this section are:
- Note (merchants can leave a message on the payment form for their customers)
- Phone (If a phone number is entered, a copy of the receipt will also be texted to the customer)
- Shipping Address
- Invoice Number (Can also be used with QuickBooks Online Sync – Invoice Matching)
Once complete, you can click on Preview Form to view the payment form before creating the link. To generate the Payment Link, click Create Link, and a pop-up will appear with the shareable link that you can copy and paste into your website, a newsletter, send in an email, Facebook page, and more. You can also paste this link into a separate browser window to preview the form.
| Note: If your account is missing a valid phone number and/or website, you will be prompted to add the missing contact information before creating a new payment link. See: Why am I being prompted to add a phone number or website? |
QR Codes for Payment Links
SwipeSimple automatically generates a QR code for every Payment Link. When you create a Payment Link or open the Share Link pop-up for a link you created earlier, the QR code appears alongside the shareable link, with a Download QR code button.
Download this QR code and use it on any print or digital material where users can scan with their phones. They will be directed to pay on their mobile device.The QR code works for both new Payment Links and Payment Links you created before this feature was added.
When a customer scans the QR code, it opens the same payment form as the Payment Link.
The QR code contains no logo or branding, so you can place it wherever it best fits your materials.
Receipts for Payment Links
When a cardholder completes the Payment Link form, it will require the cardholder to provide an email so that a copy of the receipt can be sent to them. This field will appear at the top of your Payment Link, and a valid email must be entered before the cardholder can click the Pay Now button.
After completing a Payment Links form, your customer will be emailed a receipt letting them know if their payment was approved or declined.
Swipe Simple users can see if a receipt was sent from the transaction details in their Transaction History. Admins users can also set up Alerts to be notified about transaction statuses automatically by email.