How to configure your POSLink Payment Page

This step-by-step instructions will guide you through the process of customizing your Paysley POSLink payment page, ensuring a seamless and secure transaction experience for your customers. From setting reference numbers to customizing payment options, we’ve got you covered. So, let’s get started!

Step-by-Step Guide

Step 1:  Log into your Paysley dashboard. – Click on your email address at the top right corner to access the navigation bar. – Select the ‘POSLink Link’ option to open your POSLink payment page configuration.

Step 2:  Choose whether to have your customers input a reference number with each payment. – For automatic generation, click on the ‘Auto Generate’ option and provide a prefix and suffix as required.

Note that if you do not select the ‘Auto Generate’ options, your customers will be required to enter a reference number before they make payment. Reference numbers are mandatory.

Step 3:  Select a currency (only USD available for US based merchants), and if applicable, choose the default tax that needs to be applied.

Step 4:  Add your desired options:   – Enable or disable tipping, allowing customers to decide if they want to add a tip. – Activate reCAPTCHA for added security. – Toggle Apple Pay, Google Pay, and ACH payments on or off according to your preferences. – Introduce a ‘Share’ button, enabling customers to share the payment page on social media. – Enable the repeat payment option for recurring transactions.

Step 5:  Collecting Customer Information: – Activate the customer information collection feature. – Customize the data fields by clicking the ‘Edit’ button. Choose which fields to display and make them mandatory if necessary.

Step 6:  Adding Additional Fields: – Toggle the option to use additional fields. – Click ‘Add’ to insert text boxes, info boxes, or drop-down menus. – Arrange these boxes in your preferred order and define the data field names. – Decide if these fields should be mandatory.

Hint: To add options to the dropdown selection box, simply separate the options with a comma – no spaces.

Reviewing and Saving Your Settings: – Save your settings by clicking the ‘Submit’ button. To preview your payment page with the current settings, click on the QR code. This action will open the payment page. – Review your settings and make any necessary adjustments. – Remember to click ‘Submit’ to save your configuration every time you make changes.

Customizing your Paysley payment page is straightforward and can significantly enhance your customers’ payment experience. Remember, you can always return to the Paysley dashboard to refine your settings. If you encounter any issues or have questions, don’t hesitate to reach out to Paysley support at [email protected] for further assistance.

Thank you for choosing Paysley for your payment solutions!