Use Case: Create a Static Payment Page

You can set up a payment page to share with customers via email or host on a static webpage, that allows customers to self-pay by entering their payment information. This tutorial will walk 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

Prerequisites:

You must have a fully boarded 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, visit the Add a New Product (Item) page.

Warnings

Warnings will provide insight or advice to avoid risk, visibility, and overall product performance issues.

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

Tips

Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.

Tip: You can contact the Payrix Solutioning team to restrict certain payment methods if you would like to streamline the options customers can use to pay on your payment page.

Tip: Payment pages are similar to invoices, however while an invoice can only be sent to 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

1. Access Payment Pages

Navigate to Payments Pages by clicking PAYMENT PAGES under the Forms category in the left-hand navigation panel.

2. Create a New Payment Page

• Step 1: Click the ADD PAYMENT PAGE button in the upper right-hand corner of the page to open the Create Invoice page.

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

• Step 3: Click ADD PAYMENT PAGE to complete the process of creating a new page.

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

3. Share the Payment Page (Optional)

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

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

• Step 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.

• Step 4 (Optional): Share the link via email by entering the email address of any recipients into the email field in the lightbox, then click SEND.

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

Next Steps

Once the new payment page is created, 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 by following the instructions on the Add a New Product (Item) page.

Conclusion

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

References

Click the links or items below to access any of the following pages:

• Payment Pages page

• Create a One-Time Invoice

• Add a New Product (Item)