Payment Request

Take payment from your customer in several different ways: send a single payment request, upload a bulk payment request file, set up a recurring payment, or pre-authorize a payment. Additionally, you can include an invoice with your 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: Navigate to the ‘Single Payment Request’ page by clicking the Hamburger Menu located beside the Paysley logo at the top left corner of the page. From there, select ‘Payment Request’ > ‘Single Payment Request’ from the options. 

Step 2: Complete the payment request setup:

 

1. DELIVERY OPTION

Send payment request to: Choose the delivery method for your payment request. Then click arrow at the bottom right of the page.

 

2. REQUEST DETAILS

Reference Number: Create a customized reference number for this transaction. We recommend using something to identify the customer or donor in addition to the date and the purpose of the payment.

Amount: Enter the currency valued requested in 0.00 format. Do not enter currency symbols as this may affect deliverability on some devices.

Payment Type: Select Debit to charge your customer’s card as soon as the payment is submitted. Select Pre-Authorization for a payment request which will put a hold for the specified amount on your customers card until you capture the payment.

Expires in: Set the number of days that your payment request will remain valid. After it expires, your customer or donor will see an error when clicking their payment request link.

Customer: (Optional) If your custom message template contains customer tags, you may fill in salutation, first name and last name so that it appears in your payment request. Provide the mobile number and/or email address for the recipient.

 

3. ADDITIONAL SETTINGS

Message Template: Select the message template you created on the Message Template page.

Phone Number to use: If you have a custom phone number, you can select this here.

Tax Profile: If you wish to use a Tax profile, select the Tax Profile you previously created.

Custom Amount: If selecting “No”, enter the amount you wish your customer or donor to pay. Selecting “Yes” will still send a request for any amount you specify, but will also give the customer the option to pay any amount they choose.

Shipping Information:  Selecting “Yes” will require the following information from your customer: phone number, name, country, street address, and zip code.

Non 3D payment: Some users will have their payments processed on a 3-D secure payment channel and have the option to process a non 3-D secure payment. When the option is toggled ‘No’, payments will be processed with 3-D secure. Toggling ‘Yes’ will disable 3-D secure for payments made on this payment page.

Send MMS Receipt: Selecting “Yes” will send a receipt to your customer or donor in your choice of .pdf, .jpg, or .png file format.

Send MMS Invoice: Selecting “Yes” allows you to create or attach an invoice with your payment request. Click here to learn how to create your own invoice. If you have an existing invoice you would like to attach, you would upload this in .pdf, .jpg .png, or .tiff file format.

 

4. CONFIRMATION

Review the details of your payment request. When ready, click ‘Submit’.

 

Step 3: View the status of your payment request. From the Hamburger Menu, navigate to ‘Transaction History’ > ‘Transaction Log’.

Step 4: View or modify the payment. Click the Hamburger Menu, navigate to ‘Transaction History’ > ‘Payment History’. When your customer or donor attempts a payment, it will appear on this page. 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.

Create a Recurring Payment

Create a scheduled payment plan to automatically charge your customer or donor on a recurring basis.* Send an initial payment request, and then automatically charge your customer or donor continuously (Type A payment plan), or specify a period with an end date in which your customer or donor will be automatically charged (Type B payment plan). Your customer will receive a payment link for their initial payment, which will start their recurring payment plan, and then have their card automatically charged until the plan ends.

*Not available in all markets.

Type A Payment Plan – Ongoing

This is a continuous, ongoing payment plan. Payments are automatically processed monthly, quarterly or yearly with no expiration date. The payment plan ends when a de-schedule is done on the Payment History page or the customer clicks a link to opt-out. You will create an initial payment to start the plan and set a start date, and set the amount to be charged for each automatic payment.

Type B Payment Plan – Set End Date

This is a recurring payment plan charging your customer or donor’s card with an end date. You will create an initial payment to start the plan, set the date of the first scheduled charge, and then set the total number of scheduled charges. The payment plan ends when either the last automatic payment is completed, a de-schedule is done on the Payments History page, or the customer clicks a link to opt-out.

Step 1: Navigate to the Recurring Payment page. Click the Hamburger Menu located beside the Paysley logo at the top left corner of the page​. Select ‘Payment Request’ > ‘Recurring Payment.’

Step 2: Set up your recurring payment.

 

1. DELIVERY OPTION

Send payment request to: Choose the delivery method for your payment request. Then click arrow at the bottom right of the page.

2. REQUEST DETAILS

Select payment plan:  Choose if you want to set up a Type A (ongoing) or Type B (planned end date) payment plan.

Reference number: Create a customized reference number for this payment plan. We recommend using something to identify the customer or donor, the date, and/or the purpose of the payment.

Billed on: Select the day of the month you wish to automatically charge your customer or donor’s card.

Billing cycle: Choose to charge your customer or donor monthly, quarterly, or annually.

Initial payment: This will be the first payment your customer or donor makes. Completing this payment will start the automatic payments as scheduled.

Recurring payment amount: Enter the amount you’d like to charge your customer on a recurring basis (excluding their initial payment).

Starting date: Enter the date you would like the recurring payments to begin.

Payment link expiration: Set the date your payment request link will expire.

Execution Time: Sets the time of day that your customer or donor’s card will be automatically charged.

Customer: (Optional) If your custom message template contains customer tags, you may fill in the title, first name and last name so that it appears in your payment request. Provide the mobile number and/or email address for the recipient. 

3. ADDITIONAL SETTINGS

Message Template: Select the message template you created on the Message Template page.

Phone number to use: If you have a custom phone number, you can select this here.

Tax Profile: If you wish to use a Tax profile, select the Tax Profile you previously created.

Shipping Information:  Selecting “Yes” will require the following information from your customer: phone number, name, country, street address, and zip code.

Non 3D payment: Some users will have their payments processed on a 3-D secure payment channel and have the option to process a non 3-D secure payment. When the option is toggled ‘No’, payments will be processed with 3-D secure. Toggling ‘Yes’ will disable 3-D secure for payments made on this payment page.

Payment reminder: Selecting “Yes” allows you to send payment reminders at a specified interval through your preferred payment request method. SMS rates apply where applicable. 

Allow Cancellation by Customer: Selecting “Yes” offers the customer a link to cancel their subscription at any time. This will show on the ‘Payment History’ page as a “Deschedule” transaction.

Send MMS receipt: Selecting “Yes” will send a receipt to your customer or donor in your choice of .pdf, .jpg, or .png file format.

Attach receipt on email: (If email was selected for the payment request) Selecting “Yes” will attach the receipt to the email.

Send MMS invoice: Selecting “Yes” allows you to create or attach an invoice with your payment request. Click here to learn how to create your own invoice. If you have an existing invoice you would like to attach, you would upload this in .pdf, .jpg, .png, or .tiff.

Note: .pdf files may experience deliverability issues on some wireless carriers. It is recommended to send invoices in .png, .jpg or .tiff format.  

Attach invoice on email: In the “Period” box, specify the number of months or years your customer or donor will be charged. In the dropdown box, select if the number specified is in units of “months” or “years”.

Invoice: Upload an invoice you have previously created, or create a new invoice that you wish to send. 

From here, you can preview the message by clicking the “message preview” button in the lower left corner of the screen, or you can click the arrow to go to the ‘Confirmation’ page in the lower right of the screen.

4. CONFIRMATION

Review the details of your payment request. When ready, click ‘Submit’.

Step 3: View the status of your request. Click the Hamburger Menu, navigate to ‘Transaction History’ > ‘Transaction Log’. The request will show as “Pending” until it has been sent.

Step 4: View or modify the payment. Click the Hamburger Menu, navigate to ‘Transaction History’ > ‘Payment History’. When your customer or donor attempts a payment, a new entry appears on this page. 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’.

Upload a Bulk Payment Request

The ‘Bulk Payment Request’ function allows you to upload your payment request data as a spreadsheet or .csv file to request payment from all of your customers at once.

Step 1: Navigate to the Bulk Payment Request page. Click the Hamburger Menu located beside the Paysley Logo at the top left corner of the page. Select Payment Request > Bulk Payment Request

Step 2: Download the bulk payment template. 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.

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. Yomur 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 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.

Step 5: View the status of your payment requests. Click the Hamburger Menu, navigate to ‘Transaction History’ > ‘Transaction Log’.

Step 6: View or modify completed payments. Click the Hamburger Menu, navigate to ‘Transaction History’ > ‘Payment History’. When your customer or donor attempts a payment, it will appear on this page. 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.

Include an Invoice

When creating a single or recurring payment request from the merchant portal, you can generate an invoice or upload your own. Uploaded invoices must be under 2 MB in size and must be in .pdf, .jpg, .png, or .tiff format. Follow the steps below to include an invoice with your payment request.

Paysley invoice MMS text message

Step 1: Create a single payment request. Click here to learn how to create your payment request message, and then click here to learn how to create your payment request.

Step 2: Click “Send MMS Invoice”. Change the “Send MMS Invoice” switch to “Yes”.  Next, determine if you will upload your own invoice or generate a new invoice.

Upload Your Own Invoice

Use your own .pdf, .jpg, .jpeg, .png, or .tiff format invoice file and include it with your payment request by picture message (MMS) or email.

Step 1: From the “Invoice” selection, choose “Upload existing invoice”.

Step 2: Upload your invoice in .pdf, .jpg, .jpeg, png, or tiff format. All files must be under 2 MB. Click ‘Submit’.

Paysley payment request invoice for text message and email payment requests

Create Your Invoice

Use Paysley’s invoice generation function to create and send an invoice to your customer. Your customer will receive the invoice as a picture message (MMS) or as an attachment to the email payment request.

Note: QR code is only clickable when invoice is sent in .pdf format.

Paysley payment request invoice for text message and email payment requests
Step 1: From the ‘Invoice’ dropdown menu, select ‘Create your invoice’.

Step 2: In the ‘Description’ box, write and format for your customer or donor your invoice content.

Step 3: In the ‘Footer’ box, it is recommended you add any company information you want to include such as your business address, contact information, or special instructions.

Note: The invoice creation tool uses CKEditor with HTML to format your invoice. Use the CKEditor User Guide for help.

Paysley invoice creation tool for text message and email payment requests

Pre-Authorize a Payment

Requesting a pre-authorization payment from a customer ensures that funds will be available on the customer card once your service is complete. When you are ready to charge your customer, you easily capture the payment from your ‘Payment History’ page.

Step 1: Navigate to the Single Payment Request page. Click the Hamburger Menu located beside the Paysley Logo at the top left corner of the page. Navigate to ‘Payment Request’ > ‘Single Payment Request’. 

Step 2: Complete the payment request form. Determine if you want your payment request to be sent by text message, email, or both. Change the ‘Payment Type’ option to ‘Pre-Authorization’. Click here for more details on how to send a once-off payment request.

Step 3: View the status of your payment request. Click the Hamburger Menu, navigate to ‘Transaction History’ > ‘Transaction Log’.

Step 4: Capture the payment. Click the Hamburger Menu, navigate to ‘Transaction History’ > ‘Payment History’. If the pre-authorization status is ‘Pre-Authorized’, select the yellow button with the tool icon and select the ‘Capture’ option to complete the payment transaction. A new payment line item will be created with the same ‘Payment ID’ which will indicate status is ‘Captured.’

Pre-Authorization option for Paysley text message and email payment requests

Select ‘Pre-Authorization’.

Select ‘Capture’ to charge your customer.