Payment Page Details contains editable information about a specific payment in your Payment Pages table. You can edit existing details, add information, or perform other actions on this page. Payment Pages provide a static invoice that can be paid by multiple customers when the page is embedded into a website. Payments can be accepted either for goods or services or for another type of payment, such as a donation or event signup.
Note
Payment Pages and Invoices are similar. However, unlike Invoices, Payment Pages can be used by multiple customers while an invoice can only be paid once.
To access Payment Pages Details:
Click Payment Pages in the Forms category in the left navigation panel.
Click any information in a row for a Payment Page listed in the table to open Payment Pages Details.
Payment Details Form
The Payment Details form is located at the top of the page and displays the Payment Pages Details identification number and the date that the payment page was created. Below this information are editable Payment Pages Details fields, which include the following information:
Number: A numerical descriptor of the invoice or other payment page type.
Title: The title of the payment page.
Message: A message added to the payment page.
Payment Methods: The payment methods accepted for the page. Choose from the following: All Amex Visa Master Card Discover Diners Personal Checking Personal Savings Business Checking Business Savings.
Subscriptions: Indicates whether the payment is part of a subscription.
Email: Your email address.
Items Form
The Items form is located below the Details form and lists any products or services associated with the payment page. The Items form contains the following fields:
Name: The name of the item sold.
Quantity: The quantity of items sold.
Price: The price per individual item.
Discount: Any discount applied to the sale.
Tax: The sales tax applied to the sale.
Total: The total dollar amount of the sale, including any taxes or discounts.
Details and Items Form Actions
The forms support adding an email and adding an item.
To add an additional email to the Details form:
Click the Edit icon in the top right corner of the page.
Click ADD ADDITIONAL EMAIL in the lower left corner of the Details form.
Add any additional email addresses to the Email field.
Click the CHECKMARK icon to add the email address.
To add an additional product to the Items form:
Click the Edit icon in the top right corner of the page.
Click ADD ADDITIONAL PRODUCT in the lower left corner of the Items form.
Add any additional products and their information.
Click the CHECKMARK icon to add the product.
Action Panel
The Actions panel is located below the Items form and contains five action buttons:
Share Pay Page: Shares your Payment Page. Click Share Pay Page to open the Share Pay Page dialog, and then either copy the link to your payment page to share with others or enter an email address to share the pay page by email.
Go To Pay Page: Opens the Invoice in another tab. The customer has the option to pay the invoice using this link.
Edit: Edits information in the forms on this page. Enter any new information and click the CHECKMARK icon in the top right hand corner to save.
Duplicate: Creates a duplicate invoice. Click this button to send a duplicated invoice to the customer.
Delete: Deletes the invoice. Click this button to open the Delete dialog in the page, then click DELETE to delete the invoice.
Activity Table
The Activity table is located at the bottom of the page. It contains a list of transactions associated with the pay page. The table displays the following columns in the default view:
TXN ID: The transaction ID.
TXN Status: The transaction status: captured, pending, or failed.
Date: The date that the Pay Page was created.
Cardholder Name: The name of the credit card owner.
Credit Card: The type and last four digits of the credit card.
Activity Table Actions
Access the Transaction Details page by clicking on any information in a row in the Activity Table.