In this article you will learn in detail how to configure your payever account for use with a payment link and how you can then manage your incoming payments in payever.
Step 1: create a payever account
If you have not already done so, create your free payever account using this link.
Step 2 (optional): personalize your account
After registering your payever account and logging in you will find yourself on the dashboard. You can personalize this view by hiding unnecessary apps (to work with the payment link you will only be required to use the Checkout and Transactions applications, so you can feel free to hide the other apps from your dashboard for a cleaner look) and select your own background image.
If several employees are to use payever in your company, you also have the option of setting up employees access to your account.
Step 3: Link payment method(s)
To configure the payment methods, please open the Checkout app.
Select the Payment Options tab and click +Add. From the list that now appears, select the desired payment method(s) and click on install .
Once installed a new page will open, the structure of which differs depending on which payment method is chosen. With most payment methods, you will be forwarded directly to an application form for the respective payment provider when you click on Connect. For the payment methods offered by Santander you have to enter the authentication data that you received separately from Santander by email, and then click on the Connect button.
Step 3: Where to find your payment link
On the dashboard, please open the checkout app and select the Channels tab. From here find Pay by Link and press Open.
Now a window opens in which you can see a preview of what your customer will see when he opens your payment link. By clicking on the three-point menu in the top right-hand corner, you will see three different options for generating the payment link:
- Copy pay link - With this option, your customer receives the link exactly as you see it when opening the preview and in the screenshot above - without any pre-filled data. The customer must therefore enter all data, including the amount and invoice number, himself.
- Copy prefilled link - With this option, you already fill in the data in the preview version that you would like to pre-fill for your customer, and then click on Copy completed link. It is entirely up to you how much you want to pre-fill - you can only enter the amount and invoice number, or you can already enter the customer's complete address and contact details. You can fill out everything for your customer up to the step Choose payment method, from there your customer has to continue.
- Email prefilled link - This option is comparable to option 2., except that the pre-filled link is not copied to your clipboard. Instead, a new email opens in your mail program (e.g. Outlook or Apple Mail), into which the payment link has already been copied.
Step 4 (optional): Customize the payment link
Did you know that you can also visually personalize your your checkout? For example, you can customize the color scheme and upload your own logo! You can find detailed instructions on how to do this in this article. Once you have modified the checkout you can see the preview of how your customized checkout will look like for the customer, as shown below.
Step 5: accept payments
As soon as a customer has completed a payment via your link, you will see this in the Transactions app. You can configure, filter and export this list as required if you want. In addition you can, for example, turn on the notifications function for installment loan to be informed by email. Some payment providers (including Santander) also send information about the transaction status by email if you wish.
To open the Transactions app, either click Open on the dashboard, or click on Transactions in the list of apps shown under Business Apps.
Depending on the payment method, you will see different status messages in your transactions list.
The status Rejected or Failed indicates that a customer was not accepted from the respective of the payment provider (e.g. canceled payment, invalid credit card number, or in the case of invoice and installment purchases the customer may have lacked sufficient creditworthiness).
The status Accepted means that the payment is complete and that you may ship the goods / hand over the goods to the customer, or alternatively provide the service sold.
The status in progress only applies to the installment loan and means that a customer has generally been accepted by Santander but still needs to go through the identification process or submit specific documentation. If you see this status, please be patient and do not provide any services or deliveries of goods before the status changes to Accepted. This can also take a few days or a week, after about 7-10 days we recommend you to consult your customer.
Click on the underlined transaction number to view the details of a transaction. Here you can again see the respective details by clicking on individual sections.
At the top right you will also see the option Shipping Goods - if it is a Santander payment method (e.g. an installment loan), please click this button as soon as the goods have been dispatched / handed over or the service has been performed. You can tell that the process was successful from the fact that the status then changes to Paid. In this way you communicate to Santander that a sale has actually taken place and you will shortly receive the corresponding sales amount in your account. With the installment loan, you can alternatively report the execution of the transaction via email directly to Santander if you prefer.