Collect Desk

PAY.'s payment technology (the CORE) can be accessed from various applications. The Collect Desk is a simple panel that lets you start and refund payments. The Collect Desk calls the CORE and displays the next step on the screen.

You can enter the requested details, or use the camera or barcode scanner (for the QuickPAY scanner or redeeming a gift card).

• Create a payment link
• Payment link via SMS
• Create QR code
• In-store payment
• Outgoing IBAN payment
• QuickPAY scanner
• Redeem gift card
• Credit card payment (MOTO) or Merchant Initiated Transaction (Tokenization)
  
  

12.1. Personal notifications

App dashboard

It is possible to receive a payment notification Image: App dashboard for the created transaction if it concerns a non-direct payment, for example when sending a payment link via email or SMS.

By default, we can notify the employee who created the payment request of the payment by email. This applies if the company uses a Professional package and the user has installed the PAY. app with active PUSH notifications.

2. Create payment link

Create payment link

Set up a one-time payment link

You can use the one-time payment link to create a payment for a customer. After the payment, the payment link can no longer be used. The payment link is sent to the customer by email. Optionally, you can also attach a document, for example an invoice. To create a one-time payment link, follow the steps below:

• In the Admin Panel, go to the tab € (Collect Desk) https://admin.pay.nl/applinks.

• Select the 'Create payment link' option in the right-hand menu Image: Create payment link

• On the page that now opens, we see the following fields: Image: Set up a one-time payment link

  • Amount

    Enter the amount you want to charge here. The default currency is euro. However, you can also select a different currency. Keep in mind that you may then incur conversion costs.

  • Sales location

    Select the sales location for which you want to create a payment link. This name is also displayed on the payment screen.

  • Expires in

    Here you need to specify how long a payment link should be valid. In principle, the maximum validity period is 7 days (this is also the default setting). For a longer validity period, please contact support@pay.nl.

  • Payment reference

    The description is displayed with the payment and can also be found via PAY's statistics,

  • Direct email

    If you check this option, PAY. will send the payment link to the customer. If you want to send the payment link yourself, do not check this option.

  • Salutation

    Salutation, to make the email being sent more personal.

  • Email address

    Email address of the recipient.

  • Language

    Select the language of the email that is sent, as well as the language of the payment screen.

  • Myself in BCC

    Select this option if you want to receive a copy of the sent email.

  • Attachment(s)

    If you choose to have the email with the payment link sent by PAY., you can optionally upload 1 or more attachments. This gives you the option to, for example, include an invoice for the payment.

• Click the 'Add' button at the bottom of the page to generate the payment link.

Availability

Below you will find which packages offer the one-time payment link.

3. Create payment link via SMS

App Dashboard

With the Cashboard, you can send payment links directly to a mobile phone number. This allows your customer to complete the payment directly via their smartphone.

Before you can use this payment option, you need to enable Free SMS in the package options. This package option ensures that our system sends an SMS to your customer's mobile phone number. Now fill in all required fields. Choose the sales location where the transaction should be started, and set the validity of the link by specifying the number of days after which the link should expire. Click the orange Add button to send the SMS containing the payment link.

Availability

Below you will find which packages offer this option.

4. Create QR code

App Dashboard

With our Cashboard, you can generate a static QR code. The QR code is shown in a pop-up and must be scanned immediately.

To generate the QR code, fill in all required fields and finally click the orange Add button.

We are aware that this QR solution is the least customer-friendly. If you want to generate dynamic QR codes, for example for invoices or online payment platforms, use our Dynamic Payments module.

Availability

Below you will find which packages offer this option.

5. Create PIN payment

App Dashboard

If you have a YOMANI PIN terminal from PAY., you can start a PIN transaction from the Cashboard. Fill in all required fields and select the Terminal field the PIN device on which you want to start a transaction. To start the PIN transaction, click the orange Add button.

6. Refund PIN payment

Refund PIN transaction

In addition to creating a refund PIN transaction on MPOS.nl or via the transaction::START API, it is also possible to start a refund PIN transaction via the Collect Desk in PAY.'s Admin. You can then start the refund PIN transaction on a linked PIN terminal. To start a refund PIN transaction, open the Collect Desk and click the button in the left-hand menu Instore Payment.

Important: A prerequisite for starting refund PIN transactions is that Refund PIN is active on your account. If you want to use Refund PIN via PAY., please read this information page carefully. If Refund PIN is already active on your connection and you want to refund an amount to the consumer, enter a negative amount. You do this by placing a minus or hyphen sign before the amount. Fill in all other fields, choose the correct linked Terminal, and finally click Add.

7. Outgoing IBAN payment

App Dashboard

With our Cashboard, you can create an outgoing IBAN payment. You can use this Cashboard function if the refund period of a payment option has expired, or if you need to make a payment to a customer from whom you have not received a transaction.

In order to create an outgoing IBAN payment, it is of course important that you request your customer's IBAN. For an iDEAL payment, you can find this information in the Transaction overview in the Customer reference column. Once you complete this order, we will transfer (via a bank transfer) this amount to your customer. Depending on the bank, your customer will receive this amount in their bank account within a few working days.

Fill in all required fields. It is important here that the IBAN, the Beneficiary, and the BIC match. If this information does not match, the outgoing IBAN payment will be reversed. If a reversal occurs, the amount will be credited back to your account balance. Finally, fill in the Payment reference. This can be a keyword or an invoice/order number — a reference by which your customer recognizes the refund and which you can account for in your bookkeeping. To send the order, click the orange Add.

Availability

Below you will find which packages offer this option.

8. Redeem gift card

App Dashboard

Which gift cards can you redeem?

At PAY., you can redeem many gift cards. You can find an overview of the accepted gift cards on our Payment methods page. Before you can redeem a gift card, it is important that the corresponding payment option is activated in your Sales Location. If you have not yet set up a Sales Location, or if you want to accept additional gift cards, activate the corresponding payment option in your Sales Location. You can read how to do this here.

How do you redeem a gift card?

With the Cashboard, you can also redeem gift cards manually. For example, if you have a physical store and your customer wants to pay with a gift card that you would otherwise not be able to accept.

Enter the amount. If the gift card has a balance of, for example, €50.00 but the transaction value is only €25.00, advise the customer to keep their gift card for a future (online) purchase. Now enter the gift card number manually or scan the barcode. For certain cards, a PIN or verification code must also be provided. Then choose the sales location where you want to start the transaction and enter a reference. Finally, click the orange Addbutton to redeem the gift card.

9. Charge credit card (MOTO)

App Dashboard

With the MOTO (Mail Or Telephone Order) functionality, you can charge a credit card via the Cashboard. This allows you to request and process payment details during a telephone order or, if the customer is present with you, charge the card. You can only do this if you have both the card number and the card's expiry date. This order does not require 3D Secure verification or a CVC2 code.

Choose the Sales Location on which you want to start the MOTO transaction. Also fill in all required fields. Click the orange Add button to charge the credit card.