Cash at the Counter in Distance Selling via a Payment Link
Introduction
Cashing at the counter in remote sales via a payment link is an ideal solution for processing secure transactions when the customer cannot pay directly online, particularly when paying by telephone.
With Yoplanning, you can generate a payment link, access the payment form, and complete the transaction securely.
Steps to Use the Feature
Creating Payment Link: Start by generating a payment link. If you don't have the customer's email, you can send the link to yourself.
Accessing the Payment Form: Once the payment link is pending, use the associated "paid" button to access the payment form. Enter the customer's banking information here.
Customer Validation: It is important to note that customer validation is often required, usually via their phone. Make sure you agree with the customer at the time of the transaction to facilitate this validation.
Use via the Booking Module: This feature is also accessible directly from the booking module. In connected mode, select "payment form" from the drop-down list to enter the customer's banking information. As before, make sure that the customer is available to validate the transaction on their phone.
Tips for Use and Best Practices
Communication with the Customer: Maintain clear communication with the customer throughout the transaction, especially regarding the validation required on their part.
Data Security: Ensure that you treat customer banking information with the utmost confidentiality and security.
Double Verification: Always confirm transaction amounts and details with the customer before proceeding to payment.
Common Problems and Solutions
Issue: Validation Solution: The customer must validate the transaction on their phone. If validation is not successful, verify that the customer has received the notification and can access it.
Problem: Bank Information Entry Error Solution: Please carefully check the information you entered. An error may cause the transaction to fail.
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