How to send and view subscription payment links
A subscription link allows you to take a recurring fee from a customer remotely. The subscription may be weekly, monthly or yearly.
Create a Subscription Payment Link: #
1) Open the Sync™app and select the ‘Subscription Payments‘ tile on the home page
2) Accept the Terms & Conditions
3) Select “Create subscription” at the bottom
4) Add a description so the customer knows what they are being charged for and configure the Link as required – the following are optional:
- Require that the customer provides their name and/or contact details
- Edit the subscription type:
- Weekly
- Monthly
- Yearly
- Add taxes
- Add an additional note that is not visible to the customer
5) Select ‘Create‘ and then select a sending method – for example email, SMS, or social media. You could also copy and paste the link into an invoice if required. It is your link to share as you like.
Please note: Your customer will need to click the link you send them to complete the payment – this will open a webpage and the customer will be able to pay by ApplePay, Google Pay or enter their card details.
The payment will likely require additional verification by the cardholder in order to complete – this is usually done via their mobile banking app or a pop up from their bank.
View, edit, or resend a Payment Link: #
To view all the Subscription Links you have created, open the Sync™app and select the ‘Subscription Payments‘ tile on the home page.
A green tick on the left-hand side means that Link has been paid.
An orange circle on the left-hand side means that Link is still pending and is not yet paid.
To resend a Link that is not yet paid, tap the 3 dots in the orange circle and select ‘resend’ – you will then be presented with the usual sharing options. You will also see options to Edit or Delete the link if required.
For any further questions or help, please email us at support@Sync™.com.
