PaySimple's web payment pages give your customers a secure way to pay you online, without your assistance, from your website, a link you send via email, or a workstation at your business location.
- Determine how you customers will interact with your payment pages
- Start creating your web payment page
- Customize the look and feel of your page
- Retrieve link or create button
- Run a test transaction on the form
- Launch the page to your customers
1. Determine how you customers will interact with your payment pages
Here are some common ways you can put web payment pages in front of your customers:
- Link to payment pages from your website
- Send direct links to payment pages via email to your customers
- Set up a virtual terminal at your office, where customers can pay during their visit
Determining exactly how you want to use PaySimple's web payment pages to accept payments online will be helpful as you complete the setup steps.
2. Start creating your web payment page
’Go to the "Settings" section of your PaySimple account and check out the "default payment form" already created for you by clicking on the "preview payment form" link to the right. This will give you an idea of what the basic form looks like. To start editing the form, click "edit payment form" and start customizing. Start by naming the form, adding a description, and selecting the payment methods your business would like to accept via the form (dependent on which methods are activated in your account).
Next, you can choose to create and include custom fields which will feed unique data into your database as your customers complete the form. Custom fields are great for reporting as well as organization. If you run a daycare, for example, you can create a custom field that ties your students to their guardians. Gyms can use custom fields to track fitness goals. Click here for more information on configuring your custom fields.
3. Customize the look and feel of your page
The last step in creating your web payment page is to add your organization's unique branding. This is where you'll upload your logo, edit the colors and fonts, customize the payment button ("buy now" vs. "donate now," for example), and set the routing of traffic after form completion.
4. Retrieve link or create button
Now that your form is created, you need to give your customers ways to access it. Back on the "web payment pages" tab in "settings," find the form you just created. If you just need the unique link to send via email, for example, you can simply copy it from this page and paste it into your message.
If you plan to link the form from your website, you can create payment button right in your PaySimple account. Simply scroll to the bottom of the page, click "add new payment button," customize the settings, and save.
You can then export the code for use on your website by clicking "export." To access deeper support on using web payment buttons, click here to view a support article.
5. Run a test transaction on the form
Before launching the form to your customers, we recommend running through it and processing a $1 transaction. This will help you see the form from your customer’s perspective, and will alert you of any updates or changes you’d like in the flow. And, if you haven’t already, make sure your email notifications have been configured (click here for instructions for editing email notifications).
6. Launch the page to your customers
Now that all the legwork is done, it's time to introduce your web payment page to your customers. Use the below tools, depending on your preferred method of communication, to share the exciting news.
Sales Sheet Generator:
Create a custom-branded sales sheet to pass along to your customers. Simply upload your logo, select your colors, edit the text as needed (including your contact information at the bottom), generate the PDF, and voila! You'll get your customers up-to-speed in no time.
Subject: You can now pay online!
We’re pleased to announce that we’ve adopted a new solution that allows you to submit payment online, via a secure form, without the hassle of writing a check or dropping off a payment.
Next time a payment is due, simply click here (LINK TO WEB PAYMENT FORM) to pay via credit card or ACH (your bank account), and you’ll receive an automatic email receipt for you records.
No more paper, no more stamps, and no more headaches! We’re looking forward to the transition and hope you enjoy the simplified process as well. Please let us know any questions, and have a great day!
Hi, CUSTOMER. I’m calling to let you know that we have chosen a new, paperless billing solution to add convenience and flexibility in how you pay for our service.
Here’s how it works: Next time you owe us a payment (or want to make a donation), simply go to our website and (give specific directions) to pay via our secure, online payment form using the payment method of your choosing. I can also email you the form if you provide your email address.
We’re looking forward to the transition and hope you enjoy the simplified process as well. Do you have any questions I can answer?
And that's it. Now that your settings are configured and your form is built, you're ready to start accepting payments online.