Businesses can request and collect payments via 'Quick send'. Click on ‘Quick send’, and a new tab will open, which will be a dedicated page for collecting payments. You can bookmark this page and keep the tab open at all times to collect payments.
Request the payment through a card reader for an existing contact
Click on ‘Quick send’ and select ‘Payments.’
A screen will appear, enter the amount, and the location of your business will be pre-selected. You can opt to change it in case you have multiple locations. Click on the ‘Request’button.
NOTE:
If you are using a card reader machine for the first time, you need to connect the card reader. To learn about how to connect the card reader, read the help article: How to Connect Your Card Reader to Birdeye.
Search for a contact to collect payment from. Once you select a contact, you can fill in the invoice number and other details if needed, but these fields are not mandatory to fill out.
NOTE:
A card reader payment method is selected by default. If you have two or more cards, the first one will be chosen.
Select the location via the drop-down button and by default, the first location will be selected for the business.
Click on the ‘Message’ button, a drawer will open, and click on the ‘Send’ button to send the message to the contact in the ‘Inbox.’
To view the details, click on the ‘View receipt’ button.
Request the payment without creating or adding the contact
If a contact does not exist in the system, you can still request a payment.
Enter the amount and name in the respective fields, and send the request to the card reader to collect the payment.
You have the option to add the contact by clicking on the ‘Add a contact’ button.
You can send the receipt via phone number and email to the customer.
Add a contact through the Payments dashboard
Go to the ‘Payments’ dashboard and scroll down to the contact whose name is not added in the system to add a contact.
Click on the icon and a drawer will open, and enter the name, email, or phone number to add the contact to the contact list.
Click on the ‘Actions’ drop-down menu to view details.
Add a contact through the Inbox dashboard
If contact is not added, the user cannot send a message to the contact.
Click the ‘Add contact’ button to add the contact to the contact list, and then you can send messages through the Inbox.
