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 shows you how to create a new static payment page, with optional steps to share the new page with customers.
Audience: Merchant
Create a Static Payment Page
Complete all steps in the following sections to create a payment page that’s active and can process transactions.
Note
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.
Prerequisites
Before attempting this tutorial, you must:
Meet the general prerequisites described in Get Started with Use Case Tutorials.
Have an item listed on your Products page that you can enter into the form. To learn how to create an item, see Add a New Product (Item).
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
Click ADD PAYMENT PAGE in the upper-right corner of the page to open the Create Invoice page.
Enter the applicable information for the invoice. Note that an asterisk indicates a required field.
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.
Click Save to complete the process of creating a new page. The new payment page is active and ready to be shared with customers.
Share the Payment Page (Optional)
Click on the new payment page in the Payment Pages table to open Payment Pages Details.
Scroll down to the Action Panel and click SHARE PAY PAGE to open the Share Page dialog.
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.
(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.
Important!
Payment pages are designed for optimal functionality, and modification to its style using CSS or other means is not supported. Any alterations might compromise the page's integrity and overall user experience. To ensure a seamless and secure payment process, refrain from attempting style modifications.
Next Steps
After creating the payment page, review the following guides for information on related topics:
Add a New Product (Item): Create a new product that you can include in your payment page.
Create a One-Time Invoice: Create a single-use invoice to send to a customer.