Setup

The Setup Menu allows you to adjust the settings to administer your account. You can open the Setup Menu by clicking on your email address at the top right of the page. 

Messages

From the Setup Menu, you can access your Messages page. From here you will create your message templates which will be used when creating and sending payment requests.

Click here for more information on creating message templates.

Updating Account Information

Each user has the ability to update their own personal contact information. Only users with admin privileges have access to edit business information. When updating business information, a hold of up to 24 hours may be placed on your account while your changes are reviewed by Paysley.

Edit Contact Information

Step 1: Go to the Setup Menu by clicking on your email address at the top right. Select ‘Configuration’.

Step 2: In the left sidebar, select ‘Merchant Contact’.

Step 3: Fill in your business contact information and click ‘Save’. This information will show as your merchant contact details on your receipts and invoices.

Change Logo

Change your business’s logo as it appears on your payment requests, receipts, and invoices. Only a master account holder can update the logo.

Step 1: Go to the Setup Menu by clicking on your email address at the top right. Select ‘Configuration’.

Step 2: In the left sidebar, select ‘Logo’.

Step 2: Click ‘Choose File’ to upload your logo. Make sure your image is in jpg, jpeg, png, or gif. Maximum file upload size: 2 MB. Minimum dimensions 300px x 100px and maximum dimension 2048px x 2048px.

Step 3: From the dropdown menu located under ‘Update Logo’, select whether you want to upload the picture as your logo, invoice logo, or both. Click ‘Save’.

Notifications

Select the events for which you would like to trigger automatic notifications. Notifications can be sent to the account owner’s browser, mobile phone, and email address.

Step 1: Go to the Setup Menu by clicking on your email address at the top right. Select ‘Configuration’.

Step 2: In the left sidebar, select ‘Notification’.

Step 3: From this page you can determine for which events Paysley will send you an email notification via your browser, text message, or email. All notifications are sent to the the business email and mobile number set on the dashboard.

Link Email

With Paysley, emailed payment requests are sent from the default Paysley email address (noreply@paysley.com). However, you have the option to link your own email server so that payment requests come from your business email address.

Step 1: Go to the Setup Menu by clicking on your email address at the top right. Select ‘Configuration’.

Step 2: In the left sidebar, select ‘@ email’.

Step 3: Toggle ‘Use Paysley email configuration’ to ‘No’.

Step 4: Fill in the fields using the settings provided by your email service. ‘SMTP User’ is the email address you wish payment requests to originate from, and ‘display name’ is the ‘From’ name that will display on your emails. Standard SMTP settings are shown below for common email service providers. When complete, test your setup using the ‘Email Test’ function at the bottom of the page.

Gmail

SMTP Host: smtp.gmail.com

SMTP Port: If TLS encryption, 587; If SSL encryption, 465

SMTP Encryption: TLS or SSL

Outlook

SMTP Host: smtp-mail.outlook.com

SMTP Port: Port 587

SMTP Encryption: TLS

Customize QR Code

You have the option to customize the QR code that is created for every payment request and social media campaign you create, as well as the QR code used for your POS link. Customizations include changing the primary color, background color, and adding a logo to the middle of the QR code.

Step 1: Go to the Setup Menu by clicking on your email address at the top right. Select ‘Configuration’.

Step 2: In the left sidebar, select ‘QR Code’.

Step 3: Click your ‘Invoice Logo’ or main ‘Logo’ to put the logo at the center of your QR code. Click ‘Remove Logo’ to delete the logo from the QR code.

Note: It is recommended to use .jpeg format for your logo to ensure a solid background. We do not recommend using transparent backgrounds for your logo if you will be adding it to your QR code.

Step 4: Select a color for your QR code and background. Or, input a hex color code. Click ‘Save’ when finished.

Tax Profile

Create a tax profile to include a sales tax fee with all of your payment pages.

Step 1: Go to the Setup Menu by clicking on your email address at the top right. Select ‘Configuration’.

Step 2: In the left sidebar, select ‘Tax Profile’.

Step 3: Click ‘Add New Tax Profile’.

Tax Name: This is the name of the tax profile which you will select when creating your payment request or campaign.

Tax Percentage: This percentage will be calculated from the total and added to your customer or donor’s final amount.

Tax Label: Use the tax label to describe the tax fee for your customer or donor on the payment page.

Step 4: When creating a payment request or campaign, select the ‘Tax Name’ you created and this will be applied to the payment page for that payment request or campaign.

Link Social Media

Connect your social media accounts to create social media campaigns, and collect payment directly from your post or tweet.

Step 1: Go to the Setup Menu by clicking on your email address at the top right. Select ‘Social Media’.

Step 2: Click ‘Connect’ next to the social media channel you wish to connect to Paysley. Don’t worry about connecting specific pages. You will have the opportunity to do this when creating your social media campaign.

Create a Home Screen Shortcut for your Phone

Add the ‘Paysley’ icon to your iPhone’s home screen to quickly launch your merchant portal to take payment requests.

iOS (Safari)

Step 1: Navigate to the login page.

Step 2: From the bottom toolbar, click the ‘share’ button to open the share menu.

Step 3: Select ‘Add to Home Screen’.

Android (Chrome)

Step 1: From your phone’s browser, navigate to the login page.

Step 2: Next to the URL address bar, click the three line hamburger icon.

Step 3: Select ‘Add to Home Screen’.

Install Paysley as a Chrome App

We recommend using the Chrome Browser for the Paysley Merchant Portal on any device.

Paysley is also available as a Chrome App that can be installed directly on to your OS. When opening the Paysley Merchant portal there will be a plus sign in the URL to Install Paysley. This will install Paysley as a chrome app to your OS. 

Bank Logo

Step 1: Go to the Setup Menu by clicking on your email address at the top right. Select ‘Payment Page Configuration’.

Step 2: Check the box beside ‘Show Bank Logo’.

Step 3: Click submit. Your acquiring bank’s logo is now shown at the bottom of your customer’s payment page.

Maximum Payment Attempts

Step 1: Go to the Setup Menu by clicking on your email address at the top right. Select ‘Payment Page Configuration’.

Step 2: Select the number of maximum payment attempts you will allow your customer to make on a single payment link (up to 4).

Step 3: Click submit. 

Mobile Scan to Pay Option: POS Link (Standard)

Create a Point Of Sale (POS) Link and your customers can scan a code to make a payment of any amount, anywhere you place the code. Print the code on invoices, on posters, on business cards, on your business vehicles, and anywhere your clients will have access. The code can be customized at any time to accept tips, add information fields or collect additional information from your clients. You can create one code to accept payments immediately and another to accept pre-authorization payments to ensure funds will be available for future delivery.

Step 1: Go to the Setup Menu by clicking on your email address at the top right. Select ‘POS Link’.

Step 2: Under ‘Reference Number’, select ‘Customer Input’ to have your customer specify an identifying reference number for their payment. Or, select ‘Auto Generate’ to automatically give each payment a reference number. The Prefix and Suffix fields can be used to add words or numbers before and after the auto-generated reference number.

Step 3: Ensure the correct currency is selected.

Step 4: Add custom fields to your POS Link payment page.

Toggle the button from ‘No’ to ‘Yes’ beside ‘Additional Info Field’. This text does not change and does not allow customer input. For example; Instructions. To add an additional Info field, click the plus sign (+) again.

Clicking the plus sign (+) beside Additional Textbox Field(s) adds a custom text box which your customer or donor can fill in. Type in the textbox field a sample of how the information will be displayed. For example; Name: First and Last Name. To add an additional Textbox field, click the plus sign (+) again. You may make the information optional or required. Choose if you want to make the information optional or required.

Clicking the plus sign (+) beside Additional Dropdown Field(s) adds a Dropdown header category. Type in a list of words, each separated by a comma with spaces, to appear in the dropdown box. For example, Size: Small,Medium,Large. Choose if you want to make the information optional or required.

Step 5: Toggle the button from ‘No’ to ‘Yes’ beside ‘Enable Tip’ to allow your customer or donor to add an additional tip to their payment.

Step 6: Click ‘Submit’ when finished. You can continually edit your POS Link field without the QR code or payment link changing. Only one POS Link is generated and available.

Step 1: Go to the Setup Menu by clicking on your email address at the top right. Select ‘POS Link’.

Step 2: Click ‘Generate Link’ select currency and specify one or more unique qualifier.

Step 3: Generate the link.

Note: The image and links can be copied to any platform.

Step 1: Go to the Setup Menu by clicking on your email address at the top right. Select ‘POS Link’.

Step 2: Switch ‘Repeat Payment’ to ‘Yes’.

Step 3: Click ‘Generate Link’, select your currency, the recurring payment amount.

Step 4: Specify the payment frequency (weekly, bi-weekly, monthly, quarterly, or annually)

Step 5: Specify the start date on which the first recurring payment will charge.

Step 6: Generate the link.

Note: The image and links can be copied to any platform.

Step 1: Go to the Setup Menu by clicking on your email address at the top right. Select ‘Phone Numbers’.

Step 2: Select ‘+New Phone Number’.

Step 3: Specify the location you’d like your new number to originate from. Be sure to check the ‘MMS Enabled’ box at the top of the page to ensure your number is capable of sending invoice attachments.

Step 4: Select the number you wish to use by clicking the orange gear button and selecting ‘Purchase this Number’. Complete the purchase by clicking ‘Submit’.

Step 5: From the payment request page, in the ‘Phone Number to Use’ field select your new phone number.