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Setting up a QR Pay page

How to create a QR Pay page in Business Tools so customers can pay a set amount, choose from options or enter their own amount by scanning a QR code or opening a link.

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Written by James Shepherd

A QR Pay page is a simple hosted payment page with its own link and QR code. Customers scan the code or open the link, enter their details and pay, without you having to send an invoice. Use it for deposits, tips, donations, event fees or any fixed-price item. This article walks through creating a page; see Managing QR Pay pages for sharing, previewing and archiving pages after they are created.

Where do I find QR Pay?

  1. In the left sidebar, click Business Tools.

  2. Click the QR Pay tab at the top of the page.

The QR Pay screen lists your pages on the Active tab, with an Archived tab for pages you have retired. The Settings button holds defaults that apply to new pages, and New QR Pay page starts a new page.

How do I create a page?

Click New QR Pay page. The Create QR Pay Page window is organised into sections that you can expand and collapse; only the General section and an amount are required, the rest are optional.

General

  1. Name is the title customers see on the page, for example Catering Deposit.

  2. Set Status to Active so the page accepts payments as soon as it is created. New pages start as Draft, so change this before you share the page.

  3. Description is an optional line shown under the name, for example what the payment is for.

General section with the Name, Status and Description fields

Branding

Expand Branding to make the page match your business. Click Upload Logo to add your logo (and Remove to take it off again), Upload Banner to add a banner image across the top, and use the Primary Color, Background Color and Text Color swatches to set the page's colours.

Amount Configuration

Choose how the customer's amount is decided from the Amount Type list:

  1. Single Amount charges one fixed price. Enter it in Amount ($), for example 150 for a $150 deposit.

  2. Multiple Options lets the customer pick from a list. Click Add Option for each choice and give it a Label, an Amount and an optional Description; use the bin icon on a row to remove it.

  3. Custom Amount lets the customer type their own amount, between the minimum and maximum you enter.

Amount Type set to Single Amount with the Amount field

Customer Info Collection and Contact Saving

Under Customer Info Collection, tick Collect Name, Collect Email and Collect Phone to add those fields to the page, and tick Required under each one the customer must fill in before paying.

Under Contact Saving, leave Save customer as contact ticked to add each paying customer to your Contacts automatically. You can also pre-set the Contact Type, Tags and Lead Source that these contacts are saved with, so they are easy to find and segment later.

Messages

Expand Messages to write a Welcome Message, shown at the top of the page before the customer pays, and to replace the default Thank You Message (Thank you for your payment!) with your own, shown after a successful payment.

Creating the page

Click Create Page. The window closes and the new page appears as a card on the Active tab, showing its name, status, description, the number of views and payments, the amount, and its short link. From the card's menu you can copy the link, show the QR code, view transactions, edit the page or archive it; these are covered in Managing QR Pay pages.

What does the customer see?

When a customer scans the QR code or opens the link, they see your logo and welcome message, the amount (or the options or amount box, depending on the amount type), and the name, email and phone fields you chose to collect. After entering their details they continue to the payment step, and your thank-you message is shown once the payment goes through.

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