Use Case: Create a Static Payment Page

You can set up a payment page to share with customers through email or to host on a static webpage, enabling customers to self-pay by entering their payment information. This tutorial walks you through the steps to create a new static payment page, with optional steps to share the new page with customers.

Objective

Create a new payment page that can be hosted on a static website or emailed to multiple customers.

Prerequisites

Notes

• You must have a fully boarded Payrix Pro account to perform any of the actions described in this use case guide.

• You must have an item listed on your Products page that you can enter into the form. To learn how to create a new item, see Add a New Product (Item).

Important notes

Important!

Payment pages are designed for optimal functionality, and modification to its style using CSS or other means it is not supported. Any alterations might compromise the page's integrity and overall user experience. Please refrain from attempting style modifications to ensure a seamless and secure payment process.

Tips

Tip

You can contact your Partner Success Manager to restrict certain payment methods and streamline the options customers can use to pay on your payment page.

Tip

Payment pages are similar to invoices. However, while an invoice can be sent to only a single customer, payment pages can be used repeatedly for multiple customers and transactions. See the Create a One-Time Invoice use case for more steps to create a single-use invoice.

Create a Static Payment Page

Ensure that you complete all steps in the following sections.

Access Payment Pages

Navigate to Payments Pages by clicking Payment Pages under the Forms category in the left navigation panel.

Create a New Payment Page

1. Click ADD PAYMENT PAGE in the upper-right corner of the page to open the Create Invoice page.

2. Enter the applicable information for the invoice. Note that an asterisk indicates a required field.

3. Click Save to complete the process of creating a new page.

Result: The new payment page is active and ready to be shared with customers.

Share the Payment Page (Optional)

1. Click on the new payment page in the Payment Pages table to open Payment Pages Details.

2. Scroll down to the Action Panel and click SHARE PAY PAGE to open the Share Page lightbox.

3. Click the CLIPBOARD icon to copy a link to the static payment page. You can attach the link to emails and documents, or embed it in a webpage.

4. (Optional) To share the link through email, enter the email address of any recipients into the email field and click SEND.

Result: Your new payment page is active and visible to customers.

Next Steps

After creating the new payment page, review the following use case guides for additional information on related topics:

• Add a New Product (Item): Create a new product that you can include in your payment page.

Conclusion

The new static payment page is now active and can begin processing transactions.