Payment Links are uniquely generated payment links that allow customers to pay when and how they would like. Each payment link is generated with a unique identifier for an associated order/job.
Payment Links will be be distributed to customers via email or text message - allowing them to pay on the spot in a mobile-responsive web page, or at their earliest convenience after reviewing an invoice. Hosted Payment Links are entirely hosted by PaySimple.
MarketSharp Changes:
New Payment Link button on the Job Financing page.
Upon clicking the Payment Link button, the user will be presented with a modal with the customer information, and the option to choose send via email, text, or both. You can also change the payment link to a smaller amount. Last, you can update the Item Name and Description that is shown on the hosted web page.
Clicking the Send Payment Link button will trigger an e-mail to be sent to the recipient, including sale details (Sale Name, Sold Price, Balance due, Total received) as well as the payment link.
The end user should now open/click the Hosted Payment link received via e-mail or text.
They will be redirected to a mobile-responsive landing page where they will enter an amount to pay. End users can pay the full amount requested or make a partial payment. See Below:
Pre-Checkout: User will choose to pay with Credit Card or Bank Account assuming you have both options approved within your PaySimple account. All fields are required to be filled in.
Checkout: Payment transaction has been confirmed
Payment Confirmation: The MarketSharp service vendor & service vendor customer will both receive a notification reflecting the status of the payment.
Payment links also get listed on the financing modal after they have been created and sent:
Payment gets auto-reconciled:
Credit Card Payments: will be processed almost instantly, a receipt and adjustment will be created in MarketSharp with the payment details as shown in the above image.
Bank Account Payments: Upon initial payment, a receipt and adjustment will be created, deducting the amount to be paid from the balance due. If the pending payment status is returned/refunded/voided, you will be able to adjust the payment how you see fit in the payment modal.