Unlike most payment solutions, Paysley does not require registration or app download from the payer. Instead, you send an invoice or payment request directly to your customer by text message and email or present a QR code they can scan to pay.
Each payment request has a custom message and a payment link that takes the customer instantly to the relevant payment page for payment.
You never have to take card information over the phone, making your business more secure and compliant with card processing regulations.
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.
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.’