Welcome a donor/customer back to the fold! Renewing a subscription is a lot like creating a new one. Well, it’s exactly like creating a new one, so go back up and check out those instructions. Remember: One customer. One subscription.
Plans and subscriptions work together to set this up for a donor or customer. Before you can schedule a recurring payment, you must create a subscription: Log in to dashboard.paymentspring.com. Tap “Subscriptions” in the navigation menu on the left. Tap “Create Subscription” in the upper right corner. Fill in the subscription details. A plan name [...]
Start by ensuring your merchant information is complete via the "Accounts" section. This information is necessary to send invoices. Tap "Invoices" located in the left-hand navigation menu. Select "Create Invoice" in the upper right corner. Choose your "Issue Date" based on the date you plan to send the invoice (past, present or future). Choose your "Due Date." Check "Custom Invoice [...]
PaymentSpring Gateway serves up real-time notifications the same way social media alerts you to posts or interactions of interest—instantly and at your command. Customizable webhook monitoring tells you when a significant activity takes place in Gateway as instructed via text, email or POST notification. Watch webhooks work for you. With PaymentSpring’s [...]
Adding payments to your current website is so easy it can be done in minutes. Here’s how: Step 1: Log into your Gateway account. Select the “Widgets” option in the menu on the left. Step 2: Choose your widget type. For a button that links to a form, use the “Button” widget. For a [...]
Refunds happen—and when they do, it’s important to get it right the first time. This three-step process begins after a charge has been made. It can transact partial or full refunds. Click “Payments” in the navigation menu on the left. Find the payment you need to refund and click it. Navigate to the “Refund” [...]
In Payments area, use the search box to find payments based on any detail captured (e.g. description, amount, email address, etc). Use the “advanced search” feature for a more in-depth search. Once complete, you can export results using the “export” link at the top of the page.
Here’s how to easily complete a one-off payment in the Gateway’s managed interface: Log in to dashboard.paymentspring.com Click “Payments” in the navigation menu on the left Check out the complied list of previously processed payments, and select “Create Payment” in the upper right corner Fill in the amount, card number and expiration date. Other details [...]
Someone needs to have his/her info stored to make multiple payments? Excellent, here’s how: Log in to dashboard.paymentspring.com. Click “Customers” in the navigation menu on the left. Click “Create Customer” in the upper right corner. Complete the customer information and tap “Create Customer.” To add payment information, click the “Create Payment” button in the “Payments” [...]
Before you get started managing your payments, use the Account tab to set your details and member access.General: Set your account name and company information, including email address.Receipt Templates: Determine how you want your receipts to look and function.API Keys: If you are integrating payments to your own solution, use this tab to create your [...]
