To generate a Request to pay, go to the Create a Payment tab. You'll have 2 options:
Pay by email: to create a payment request sent automatically by email
Pay by link: to generate a payment link that you can send to your customer via the desired channel or a QR code that they can scan
1 – Create a Request to pay link by email
When you wish to generate a payment request to be sent by e-mail, the following information must be filled in:
In the “Payment details” section :
Enter the amount of the payment.
Enter the payment reference (make sure you choose a reference that will facilitate reconciliation).
Choose the shop you wish to receive the funds from, once the payment has been finalised (you must have at least one shop created in order to generate a payment request)
Optionally, you can specify an expiry date.
In the “Client information” section:
Indicate whether the customer is an individual or a company
First name of the customer
Customer's last name
Customer's email address: this is the address where the customer will receive the email containing the payment link
In the "Email options" section (optional) :
CC e-mail addresses: choose one or more e-mail addresses that can be used to communicate with your customer
E-mail addresses in BCC: choose the people you want to put in the loop (your accounting team for example)
Choose the language of the e-mail sent (the language of your space will be selected by default)
Click on "Send payment link by email" to send the email.
Once the email has been sent, a payment line appears on the Payments tab with the status "PAYMENT_WAITING". This status means that the payment has not yet been made by your customer. To see the details of the payment, click on the transaction line:
You can find the payment link and display the QR code. The button at the top right also allows you to cancel the payment before it has been finalised by the customer.
Your customer receives the following email, explaining the steps to follow to finalise the payment, using the "Pay Now" button or by scanning the QR code:
The client will then be redirected to the payment interface, where he will select his bank and will be redirected to his secure banking interface. The customer connects to his bank with his usual login and password and validates the payment. He is then redirected to a payment confirmation page.
On your Fintecture side: the status of the payment changes to "Created". You can process the order from this moment.
2 - Creating a payment link or QR code
When you want to create a payment by link or QR code :
In the “Payment details” section:
Enter the amount of the payment
Enter the payment reference (make sure you choose a reference that will facilitate reconciliation)
Choose the shop where you want to receive the funds, once the payment is finalised
Optionally, you can specify an expiry date
In the “Client Information” section:
Indicate whether the customer is an individual or a business
First name of the customer and Last name of the customer if it is an individual or Name of the company
Customer's email address
Click on “Create a payment link”.
You can display the QR code on your screen directly, or copy the link to share it by the desired means (email, quote, instant messaging...).
A payment line appears on the Payments tab with the status “Waiting”. This status means that the payment has not yet been made by your customer. To see the details of the payment, click on the transaction line:
You can find the payment link and display the QR code. The button at the top right also allows you to cancel the payment before it has been finalised by the customer.
When your customer scans the QR code or clicks on the link, they will be redirected to the payment interface, or they will select their bank and be redirected to their secure banking interface. The customer connects to his bank with his usual login and password and validates the payment. He is then redirected to a payment confirmation page.
On your Fintecture side: the status of the payment changes to "Created". You can process the order from this moment.
3 – Create a shop dedicated to payment requests
You have the possibility to create a shop dedicated to payment requests (in addition to an e-commerce shop, or not).
From your space :
Click on the My shops tab
Select the “Create payment links” option at the top of the screen
Add your logo if you wish (it will be visible on the Connect, the payment interface with the bank mosaic)
Enter the name of your shop. This will allow you to differentiate it when creating payment links
Select the corresponding bank account. This must have been previously added in the “Bank accounts” tab and validated by the Fintecture legal team
Click on “Finish” to finalise the addition of this shop
You can now link your payment requests to this new shop.