Collecting Payments
Will my customers have to share their mobile number or email id with me?
No. Your customer does not have to share any personal information with you to complete the payment.
Only if your customer wants a payment invoice/receipt, then his mobile number or email id is required.
Which payment methods can I offer to my customers?
You will be able to offer Apple Pay, Google Pay, Bank Transfer (ACH), PayPal, and all major credit and debit cards bearing a Visa, MasterCard, American Express, or Diners Club logo.
We continue to add more payment options all the time.
Where can I see a list of all transactions done through ScanPay?
You can check the status of your transactions in a single click by going to “Receipts”. On the mobile app, this is the "Receipts" tab on the bottom right. On the web version, select the “Receipts” page from the left side menu panel. You will see a complete list of all your transactions till date, with the most recent transactions at the top of the list.
Use the filters to find a particular transaction or a subset.
How will my customers scan the QR code?
Your customers can scan the QR code through their mobile's camera, or through any QR scanning app.
How does ScanPay work? How will customers pay me?
Collecting a payment with ScanPay is simple and easy, whether you're using the mobile app or the online version.
With the ScanPay mobile app:
1. Open the ScanPay mobile app
2. Start a new payment by selecting the "New Payment" option on the Collect tab and entering the amount. You can also create an invoice by going to the "Generate Invoice" tab and filling in the details.
3. You can collect payment either with "Tap to Pay" or by generating a QR code. With invoices, you can also share a link via text or email.
4. For Tap to Pay, the customer simply taps their contactless-enabled card on your phone. The transaction is complete, and both you and your customer will receive a notification to confirm the payment.
5. For QR code payments, your customer scans the QR code using their mobile camera, and a payment checkout page will open. They complete the payment, and both you and your customer will receive a notification to confirm the transaction is complete.
With the ScanPay web version:
1. Go to web.scanpay.tech on your desktop or tablet.
2. Click on "Create Invoice" to start a new invoice.
3. Enter the invoice details and click "Create and Share" to share your invoice with the customer. You can choose from a number of ways to share the link, such as generating a QR code or sending a link via text or email.
4. Your customer scans the QR code using their mobile camera or clicks on the link provided, and a payment checkout page will open.
5. They select their preferred payment option and complete the payment.
6. Both you and your customer will receive a notification to confirm the transaction is complete.
How can I send an invoice to customers?
Sending an invoice is simple, whether you're using the mobile app or the web version:
1. Start a new invoice by clicking on the "Generate Invoice" tab on the bottom of the screen in your ScanPay mobile app. On the web version (web.scanpay.tech), click on “Create Invoice” on the homepage or Invoices page
2. Enter the invoice details as applicable - line items, discounts, additional fees, notes, and photos.
3. Search for your customer or create a new one.
4. Click on “Create and Share” to show the options to share the invoice. You can share the invoice in person with the QR code or send it via text, email.
How can I send a payment receipt to my customers?
You can send a payment receipt or invoice to your customers after every successful transaction, whether you're using the mobile app or the web version:
1. Go to the list of receipts. On the mobile app, this is the "Receipts" tab on the bottom right. On the web version, select the “Receipts” page from the left-side menu panel.
2. Click on the relevant transaction and tap on the "Share receipt" button on the page or download from the web version.
3. Choose a method to share the receipt - QR code, text, email, link - or download the pdf instead.
How can I add customers? Is it compulsory?
Adding your customer's details is not mandatory, but it can make generating invoices easier for repeat customers.
To add a customer on the mobile app:
1. Go to the list of customers. On the mobile app, Click on the menu button on the top left of the screen and select “Customers”.
2. On mobile, start adding a new customer by clicking "+" symbol at the top of the “Customers”. On the online version
3. Enter the customer's name, mobile number or email address.
4. The customer is now added.
To add a customer on the web version:
1. Go to web.scanpay.tech and select “Customers” from the menu panel on the left.
2. Click on “Create Customer”.
3. Enter the customer's details - name, mobile number, email address, and address - and click “Create”.
4. The customer is now added.
Do I have to separately register with Apple Pay, Google Pay etc. as well?
No. You have to sign up only for ScanPay. That's it!
Do I have to ask my customers to download ScanPay's mobile app?
No. Your customers do not have to download any mobile app. They can make an in-person payment even without providing their mobile number or email id.
Do customers enter their card details on my smartphone?
Customers complete a payment from the safety of their own smartphone. After scanning the QR code, a payment checkout page opens in your customer's mobile. They then enter the relevant card details and complete the payment.
Please note that ScanPay does not have access to your customer's card details.
Can multiple team members use the same ScanPay account to accept payments?
As you read this text, we are building this feature.
You will soon get the best payments app experience for your entire team.
Can I decide which payment methods I want to offer to customers?
Yes, you will soon be able to customize the payment options in your merchant app. We will let you know when this feature goes live.