Unlike most payment solutions, Paysley does not require your customers to register, log in, or download any app to be able to pay you. Instead, when your customer receives your payment request or invoice, they click the link in the text message or email or scan the QR code to access the payment page instantly.
Every payment link takes your customer to a unique payment page associated with that payment request and invoice. It will take your customer only a few seconds to make a payment.
When we claim that your customers can pay you anywhere, anytime, we mean it!
Our Quick Setup wizard will make it easy for you to setup your account. We recommend completing this wizard, but you can skip this step any time to complete it later. If you do not see the wizard, you can access your account configuration options by selecting the My Business Profile tab on your Paysley dashboard or clicking on your email address at the top right of your browser screen.
You can skip any configuration step, but make sure you click one of the two save options on the last page.
The Dashboard is your central hub for Paysley’s core functions. You can manage your customers and inventory, create and send invoices, send a single payment request, create a campaign, and create a subscription or payment plan. You can also access a Virtual Terminal and view & manage all customer payments in real-time.
You can access the Setup Menu by clicking the email address top right. This menu allows you to configure your account. You can find detailed instructions on how to set up your account here.
The Main Menu, where you can access the core functions of Paysley, is located on the left. You can close and open the menu by clicking the X and hamburger menu icons located beside the Paysley logo at the top left corner.
Access your Paysley notifications by clicking on the bell icon on the top right side. Paysley notifications will alert you of any actions made within your account, including payments that have been received.
Single Payment: A payment request which accepts a single, one-time payment from the customer or donor.
Recurring Payment: A type of payment request which allows you to set up a recurring monthly, quarterly, or annual subscription payment for your customer. The customer receives a payment request for an initial payment, enters the card payment details, and agrees to be billed automatically. Scheduled payments with no expiration date are defined as Type A payments. Scheduled payments with an expiration date are defined as Type B payments.
Merchant: The business or non-profit taking payments from customers or donors.
Merchant Services: Enables a business to accept a transaction payment through a secure (encrypted) channel using the customer’s credit card, debit card, or NFC-enabled device.
Template Name: Name for the message template you create. When creating your payment request, you will pick your message by the ‘Template Name.’
