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Transcript

0:01

Hi there. So in this lesson, I'm gonna go ahead and show you how to integrate your payment processors and connect them to Simparo. So again, a payment processor is whatever is actually collecting the payments. Right? So it's actually collecting your funds.

0:15

And that could be Stripe, PayPal, and a whole bunch of other things. So I'm gonna go ahead and show you how to connect those to Simparo. And before I do, I just wanna really quickly show you what it would look like on the order form once you've configured your payment processors. So on the order form, you can see once they get to the payment section, they get choose which 1 they want to pay with. And this all depends on which ones you have enabled in your account.

0:40

So this is where they'll show up and this is kinda what it looks like from the customer side. Okay. So the first thing I wanna do is just go ahead and click on that gear icon in the top right hand corner and then click on payment processors from the drop down menu. Okay. So here you'll see, you know, the different options that you have enabled will show up under the enabled section.

1:01

And then the options that you've disabled will show up in the disabled section. So if you wanna enable 1 and enable the disabled just means if it's enabled, it's active. Right? And if it's disabled, it's not active. We won't add it as an option to your order forms.

1:16

So if you want some of these to be disabled you don't want them to show up in your order forms anymore. You can just click disabled. And down here, if you want them enabled, you just click enable. Pretty straightforward. Now when you want to add a payment processor, you just need to click on that add a payment processor button in the top right hand corner here.

1:34

And now you'll see you've got all these different options that you can choose from. So, for example, if you wanna do Stripe, you can click add Stripe And then it'll walk you through the process of either creating a Stripe account. If you don't have 1, you can just create it here and it will automatically connect it to some thorough. Or if you already have a Stripe account, just type in the same email, the existing email of your Stripe account. And then we'll go ahead and connect your existing Stripe account to Simpler.

2:00

So I'm gonna go ahead and not follow through with these steps so I don't use my my Stripe account. But that's what you would do there. With PayPal, you know, if you've got a PayPal account, you'd wanna create that outside of simpler. And then you're gonna connect it in here because you'll need your Paypal address and then different the API username, the API password. Signature, all of these things can be found in your PayPal account.

2:23

So you'll need to create the PayPal account first in this case. And then configure your PayPal account before you connect it to Simparo. So you'll see here we have in this blue box a series of instructions that you'll need to follow in your PayPal account before you connect it. And if you get stuck or you have questions, feel free to just put in a support ticket, and we'll be happy to help you out. Down here, all of this stuff is pretty straightforward.

2:46

You find all these things in your PayPal accounts, and then you can choose what the text is on your customer's bank statements. You can choose the supported cards. Which ones you wanna support, and then you can either enable it or disable it. Down here, you'll see this is pretty important. We actually we installed a feature for skyrocket plans.

3:06

So if you're on the skyrocket plan, you will be able to use automatic subscription payments in PayPal. Right? So if you want them to automatically be charged for a payment plan, instead of having to send the customer a notification when it's time to renew. And then they have to make the payment manually on every single renewal, which would be this option. We have this option down here to do that all automatically.

3:31

And again, that's only for skyrocket plans. So if you're on a lower plan, you would need to either not use PayPal for subscriptions. Or you would need to choose this option to send a notification every time they need to renew and they have to renew it manually. So those are just the options there, and then you would click create payment processor. A couple other things.

3:51

So, you know, QuickPay, same thing. You can connect your QuickPay account, By looking at QuickPay here, we've got some instructions on this side with your next agreement and all of that. Manual. This is just for things like wire transfers, cash, money orders, pretty much anything where you ask them to pay manually, and it's not automatic. They pay outside of the simplero, and you wanna report it back to simplero.

4:14

So that's the manual option. And then Spratly is just another option. Here you'll wanna be aware of where we actually do connect with a hundred and 20 plus different payment gateways via freely. So if you've got a payment gateway that you want to connect, it may be on this list. Go ahead and just look for it here and see if it shows up and if that's the case.

4:34

Then you can go ahead and add it here, and then it'll walk you through the process of configuring it, just adding the details that you need to connect it to Simparo. The only thing about if you're connecting a payment gateway through speedily to keep in mind, is that we don't have as much support for this. On our end. So we do have a lot of support for Stripe and PayPal, but not so much for freebie since there's so many gateways in there. So if you're willing to, you know, go ahead and take responsibility for getting that to work, and that may involve having to talk discreetly, etcetera, then this would be a great option.

5:09

And then we also have Easy Pay Direct. Which is another payment processor that you can connect here to. Okay. And then the last thing that I wanted to remind you guys is that if you want certain payment processors to show up for to not show up for certain products. Like, for example, you don't want to, like, the bank transfer manual option show up on certain products, not all products, but certain products.

5:31

Then there's a way to do that via the product. Right? Because here, if you disable it from here, it will not show up for all products. You'll disable it for all of your order forms. However, if you just wanna disable certain payment processors for certain products, what you can do in this product, for example, go to the prices Tap.

5:51

So sales products. Find the product and click into the product. Then click on prices and find the price that you want to use. And then down at the bottom in advanced settings, you'll see limit the payment processor. So we have 3 options.

6:05

You can either just make it unrestricted, which just adds all of your enabled payment processors to the order form for this product. Or you could choose automatic charge only, so that would only show strike, for example, or only show if you have PayPal subscriptions, that would show up, you know. But if, for example, you don't have PayPal subscriptions and they'd have to send a contact, you'd have to have the system send them an email to renew and go pay manually every time that their subscription renews. And you don't wanna have PayPal as an option just so that you have you can sidestep that because you're not on the skyrocket plan, you could choose automatic charge only. And that way, we'll only show strike in all the payment processors that are automatic on that order form so that they can't pay with a regular PayPal option, for example.

6:53

Or you could say, no cash or bank transfer at all. I don't want that. I want them to pay with something that's already integrated with Simparo in Simparo and not be paying me outside of Simparo. Okay. So that's a way to do that on the actual product.