How to send a Payment Request

Single Payment Request

Requesting payment from a customer can be done in one of two ways. Send a single payment request in the merchant portal or upload a bulk payment request.

Step 1:  Click on the "Create a payment request" tab on the dashboard, or open the 'Payment Request' options on the left menu and select ‘Single Payment’.

Step 2: Complete the wizard

  • Select an existing customer or add a new customer.
  • Add a Ref# and set a payment due date and the payment terms.
  • Toggle the "Select products & Services" to ON, and select from your products & services to create a itemized invoice & payment request (Optional).
  • Add a payment description (Optional).
  • Select a Tax Profile (Optional).
  • Enter the Amount.
  • Toggle the "Custom Amount" switch if you want to give the customer the option to change the amount they are paying. (Optional)

Click "Next" to proceed to the next wizard window.

  • Select the template message you want to use. (You can set your default message in your account configuration).
  • Select the phone number you want to use. (Optional and only if you have multiple numbers)
  • Toggle the "Select products & Services" to ON, and select from your products & services to create a itemized invoice & payment request (Optional).
  • Select how you want the payment request delivered.
  • Toggle alternative payment options on or off (Optional),
  • Setting "Payment Reminder" to YES allows you to set up auto payment reminders at specified intervals, till payment is made. SMS rates apply where applicable (Optional)
  • Select if you want your customer to receive proof of payment (Optional).
  • Select if you want to attach an invoice. You can upload any document, or select "Create" for Payley to automatically create an invoice. (Optional)

Step 3:  Save & Send your payment request.

You can find your payment request in the "My Invoices" section as well as in "My Customers" when you select the customer you sent the payment request to.

Recurring Payment Request

Set up a scheduled payment plan to automatically charge your customer or donor's card on an automated recurring basis. You can select between a Type A payment plan, a typical subscription, or Type B, which specifies a total of payments for a specific period. For both options, your customer will receive a payment link to make the initial payment, which will start their recurring payment plan. The payment plan remains in effect until the plan is de-registered or ends.

Step 1:  Click on the "Create a subscription" tab on the dashboard, or open the 'Payment Request' options on the left menu and select ‘Recurring Payment’.

Step 2:  Select how you want the payment request delivered.

Step 3: Complete the wizard:

  • Add a Ref#.
  • Specify the initial payment amount as well as the recurring amount.
  • Select the billing cycle.
  • Select the start date & time of the first recurring payment.
  • Select an existing customer or add a new customer.

Click "Next" to proceed to the next wizard window

  • Select the template message you want to use. (You can set your default message in your account configuration).
  • Select a Tax Profile (Optional).
  • Toggle "Shipping Information" to YES if you require this information.
  • Toggle alternative payment options on or off (Optional),
  • Toggle "Cancelation by Customer" to YES if you want to allow customers to cancel their recurring payment.
  • Select if you want your customer to receive proof of payment (Optional).
  • Select if you want to attach an invoice. You can upload any document, or select "Create" for Payley to automatically create an invoice. (Optional)

Step 3:  Review your settings and Submit.

You can find your Recurring Payment Request in the "My Invoices" section and in "My Customers" when you select the customer you sent the payment request to.

Bulk Payment Requests

The ‘Bulk Payment Request’ function allows you to create and send multiple Payment Requests simultaneously. You can upload the data as a spreadsheet or .csv file.

Step 1:  Open the 'Payment Requestoptions on the left menu and select ‘Bulk Payment’.

Step 2: Download your prefered bulk payment template. We recommend you also download the template documentation for a good reference of how to set up your file. Bulk payments can be completed by uploading both .xls and .csv files.

Step 3: Add customer & payment request data. Use the ‘Bulk Payment Request Template Documentation’ as a guide for formatting your inputs. “Transaction Method”, “Email” and/or “Mobile Number”, and “Amount” are mandatory fields. Save the file in .csv or .xls format. It is strongly recommended that you load your data in the .xls template, and save as CSV UTF-8 (Comma delimited). Doing this will ensure there are no formatting mismatches which could disrupt your bulk payment request upload. NEVER REMOVE OR CHANGE THE COLUMN HEADINGS (line no.1)

Tips:
1. Phone numbers MUST be in +12223334444 format.
2. The ‘Mobile Number’ column MUST be formatted as ‘Text’.
3. The ‘Amount’ column should be formatted as ‘Number’ with 2 decimal places.

Step 4: Upload your .csv or .xls file. Then choose the message template to be sent to your customers with your payment request. Click here to learn how to create a message template. Your file will appear at the bottom of the page as it sits in the queue to be sent. You can expect your customers or donors to receive their payment request between 8-24 hours after uploading. After your requests are sent, the file will disappear from the queue. If after 24 hours your payments requests don’t appear in your ‘Transaction History’, please see Troubleshooting below.

To view the status of your bulk payment requests go to access your 'Bulk Transaction Log’ from the left navigation bar.

Payments will appear in the 'Payment History' section. Its status will show as ‘Payment Failed’ or ‘Payment Success’. From here you will have the option to Reverse or Refund a transaction. You can also view the ‘Transaction Details’ and the ‘Error Log’.

Troubleshooting Bulk Uploads

If you encounter an error preventing you from uploading your bulk upload file:

  • Check your file type. Only .xls and .csv files are acceptable, NOT .xlsx.
  • Download the current Bulk Upload Template to verify you have the newest template file.
  • For more support, contact support@paysley.com.

If 24 hours have passed and your payment requests don’t appear in your Transaction History:

  • Download the current Bulk Upload Template to verify you have the newest template file.
  • Ensure that the entire spreadsheet is formatted as ‘Text’.
  • Ensure that the ‘Amount’ field has numbers with 2 decimal places and no currency symbols.
  • Ensure that the mobile numbers are formatted with a country code. Ex. +12223334444
  • Ensure that no special characters or blank spaces are found in the phone number or email fields.
  • For more support, contact support@paysley.com.

Pre-Authorize a Payment

Requesting a pre-authorization payment from a customer ensures that funds will be available on the customer card and puts a temporary hold on the card for that amount.  When ready to charge your customer, you can capture the payment from your Payment History page.

Step 1:  Create a Payment Request by following the steps describe under "Single Payment Request" above

Step 2:  However, this time change the ‘Payment Type’ option to ‘Pre-Authorization’.

Step 3:  When you are ready. "Capture" the payment for processing. To do this, navigate to your "Payment History" from the left navigation bar. Find the pre-authorized transaction and click the actions icon on the right (the 3 dots). Click on "Capture". A new payment line item will be created with the same ‘Payment ID’ which will indicate status is ‘Captured.’

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