PayBy integration

  1. Introduction
  2. Template creation
    1. Create template: SMS
    2. Create template: Email
  3. Generate seller users
  4. Point of sale panel
    1. Generate payment form
    2. Form to generate a Payment Link
    3. Form to send the payment link by Email
    4. Form to send the payment link by SMS
    5. Form to generate a QR Code
  5. Configure operation notifications
  6. Consultation of operations

1. Introduction

With PayBy you can generate payment links quickly and easily. Through this link you access a web form, where you enter the card details and pay in a secure environment.

For the sale process, the merchant must access through the following link:

2. Template creation

Through the PAYCOMET control panel we access MY PRODUCTS - CONFIGURE PRODUCT.

The icon {{ __('PayBy la solución PAYCOMET') }} allows us to 'Configure SMS / Email' and Payment Link:

{{ __('PayBy la solución PAYCOMET') }}

Once we enter 'Configure SMS / Email', the following fields will appear to fill in, which will correspond to the sender who sends the SMS or Email:

{{ __('PayBy la solución PAYCOMET') }}

Next, we will see the option to create new templates for SMS or Email (By default there are already preconfigured templates)

{{ __('PayBy la solución PAYCOMET') }}

2.1. Create template: SMS

After clicking on 'New SMS Template', we will have to fill in the following fields:

{{ __('PayBy la solución PAYCOMET') }}

We will add a title to the template and we will incorporate the text that we want to appear in the SMS (up to a maximum of 138 characters). When we finish, we will click on 'Save SMS template':

{{ __('PayBy la solución PAYCOMET') }}

2.2. Create template: Email

After selecting 'New email template', we will see different fields to complete:

{{ __('PayBy la solución PAYCOMET') }}
  • Template title: PAYMENT LINK (name or URL of the business)

  • Sender: noreply@xxxxx.com (the email address selected in the first step of 'Configure SMS / Email' will appear)

  • Email subject: PAYMENT LINK (name or URL of the business)

  • Logo: company logo to appear in the email

  • Text color: color in which the email text will be sent

  • Font: selected font for the text

  • Font Size: letter size

  • Email text:

    <span style="font-size:18px"/>
    <br>
    Please, click on the link below and proceed to your payment.
    <hr>
    Por favor, pulse en el siguiente enlace para efectuar su pago.
    <br>
    <br>{PAYMENT_LINK}<br>
    <br>
    </span>
    

  • Click text: 'Click here' / 'Make payment'

  • Legal text: the legal information must appear the same as on the merchant's website

When we finish, we will click on 'Save'.

The SMS and Email templates that are created will be registered in their respective sections, as shown below:

{{ __('PayBy la solución PAYCOMET') }}

3. Generate seller users

The account administrator will access the MY ACCOUNT - MANAGE SELLERS section in the PAYCOMET Panel:

{{ __('PayBy la solución PAYCOMET') }}

Next, we will click on 'Create user', which will show us the following form to fill out:

{{ __('PayBy la solución PAYCOMET') }}
  • Name: Seller's name

  • Surname: Seller's surname

  • Username: Vendor username

  • Email: Seller's email (to access the PayBy Sales Panel)

  • Password: Seller's password (to access the PayBy Sales Panel)

  • Maximum amount per operation: Maximum amount that the seller is allowed to send in an SMS / Email

  • You can operate multi-currency: Whether or not the seller is allowed to launch operations in different currencies

  • Comments: Free text

  • Communication with support: Whether or not the seller is allowed to contact technical support

  • Collect manually: Whether or not the seller is allowed to manually collect a transaction

  • Execute returns: Whether or not the seller is allowed to execute returns

4. Point of sale panel

4.1. Generate payment form

When you enter the PayBy point of sale panel, the payment form will open. The first data of the form that we show below is common for all types of payment: Link, SMS, Email or QR Code.

Step 1: Link type

In the drop-down menu, we will select from which business we want the payment to be sent (in the event that the client has different websites). In addition, we will choose what type of payment we want to generate (Link, SMS, Email or QR Code):

{{ __('PayBy la solución PAYCOMET') }}
Step 2: Single or multiple payment

We will choose whether to send a 'single payment' or 'multiple payments', which will make the link generated for the payment usable one or more times.

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If we select 'multiple payments', two additional sections will open where we can limit the number of times the payment link can be used and the message that will be shown to the customer when it exceeds the limit:

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This functionality will allow us to control sales and relate them directly to the stock available to sell.

Step 3: Order details

We will enter the 'order number' related to the payment and the 'order description' (optional).

Step 4: Check out of fixed or variable amount

The new PayBy offers the possibility of paying a “fixed amount” or a “variable amount”. Through the variable payment, the buyer will enter the final amount of the purchase on the payment page.

{{ __('PayBy la solución PAYCOMET') }}

If the seller chooses the 'fixed amount' option, in the 'amount' section, he must enter the amount to be charged to the customer:

{{ __('PayBy la solución PAYCOMET') }}

On the other hand, if it is a 'variable payment', the seller can determine the minimum and maximum amount that can be entered by the customer on the payment page:

{{ __('PayBy la solución PAYCOMET') }}
Step 5: Authorization or pre-authorization

The seller may determine the type of payment, depending on whether it is an “Authorization” or a “Preauthorization”. In the 'Authorization' the operation will be carried out at the time, on the other hand, in the 'Preauthorization', the operation will require subsequent confirmation. (This functionality must be enabled, by default it will be authorization)

{{ __('PayBy la solución PAYCOMET') }}
Step 6: Language and expiration date

We will select the type of language and the expiration date of the payment link (deadline to use the link. By default, the links do not expire):

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Step 7: Customer data

In this section, we can enter (optionally) the customer's data, or, if we do not have them, select the option 'I do not have the data, the customer will enter them.'

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Finally, depending on the type of payment that has been selected in the first step (Link, SMS, Email or QR Code) a last exclusive section will open for each payment method (detailed below).

4.2. Form to generate a Payment Link

If in the first section we have selected the option 'Share payment link (Social networks ...)', we will simply have to click on 'Generate payment link':

{{ __('PayBy la solución PAYCOMET') }}

What will generate a link that we can copy and paste or share wherever we want:

{{ __('PayBy la solución PAYCOMET') }}

4.3. Form to send the payment link by Email

If in the first step we have chosen 'Send link by email', a form will open with the following fields to fill in:

{{ __('PayBy la solución PAYCOMET') }}
  • Recipient's name: Customer / buyer's name

  • Email that you will receive in link: Customer email

  • Template: A template must be selected from those previously configured in the PAYCOMET control panel.

Finally, we will click on 'Send email'.

4.4. Form to send the payment link by SMS

If in the first step we have chosen the option 'Send link by SMS', a form will appear with the following fields to fill in:

{{ __('PayBy la solución PAYCOMET') }}
  • Telephone to which you want to send the SMS with the payment link (we will also have to choose the country code).

  • Template: A template can be selected from those previously configured in the PAYCOMET control panel. (By default there are preconfigured templates)

  • Text: If a previously configured template has been selected, the text that we specify in the template will appear in this section. If you do not select any template, you can enter the text that you want to be displayed in the SMS (maximum of 138 characters).

Finally, we will click on 'Send SMS'.

4.5. Form to generate a QR Code

If in the first section we have selected the option 'Generate QR code', we will simply have to click on 'Generate QR code':

{{ __('PayBy la solución PAYCOMET') }}

What will generate a QR image that we can download.

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5. Configure operation notifications

Through the PAYCOMET control panel we access MY PRODUCTS - CONFIGURE PRODUCT.

The icon {{ __('PayBy la solución PAYCOMET') }}allows us to 'Configure product':

{{ __('PayBy la solución PAYCOMET') }}

Once we enter 'Configure product', we will see different options to configure.

First, we can choose the 'Type of payment notification' that we want to receive once it is effective:

  • No payment notification

  • Notification by URL

  • Notification by Email

  • Notification by URL and Email

Depending on the option chosen, the different fields will appear to fill in:

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Secondly, in the section 'Aesthetic configuration of the collection', we can configure the payment page, filling in the following fields:

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  • Logo: It allows incorporating the company logo at check out

  • Company customer service phone

  • Company customer service email

  • Return policy URL: It allows incorporating the return policy at the time of the payment page

Finally, in the last section 'Sales operation by SMS and email', we can configure the URL that we want the client / buyer to see with the final result of the payment (OK or KO):

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In this way, the customer will receive the answer about whether the payment has been successful or not after the payment page:

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6. Consultation of operations

Through the PAYCOMET control panel we access HISTORY OF OPERATIONS - SEARCH IN HISTORY. In this section, we can check all the operations that we have sent and their status.

To do the search, we will have to fill in different sections as it suits us:

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  • Search by product: We will select the product from which we are interested in removing operations. If we want to see the operations of all the products, we will select the option 'Select all the products'.

  • 'Search by' and 'Text to search': In these sections we can search by the 'operation reference', the 'operation concept' or the 'operation number', if we have them.

  • Type of currency for searches: We will choose the currency of the operation to be searched.

  • By amount: We will indicate the range of amounts to search (it can be left blank if no specific amount is searched).

  • Start date / time and End date / time: We will indicate the range of dates and hours that we want to consult.

  • Status: We will select the status of the operations that we want to search ('all', 'failed' or 'charged').

  • Payment method: If the client has different alternative payment methods enabled, we can select whether we want to check payments with 'card' or another different method.

  • Card bin: It will help us to check payments made with the same card, entering the first 6 digits and the last 4 digits of the card.

  • Scoring: It allows filtering by the scoring of the operations that we want to consult.

  • Type of operation: We will select one or different types of operations.

  • Operations by users: We will select the operations sent by all users, or those carried out by specific users.

After clicking on 'Search', all those operations related to our search will appear, which we can download in different formats using the drop-down shown in the right corner:

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In addition, if we want to have more information about a specific transaction, we can click on it to access the transaction data:

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