How Do I Transact Payments Via ‘Quick send’?
Businesses can request and transact payments from their customers via 'Quick send' in the form of email, text messages, card reader, and card entry.
The following steps will guide you on how to request and transact payments via ‘Quick send.’
- To begin, log in to your Birdeye account.
- Click on ‘Quick send’ on the top right corner of the dashboard.
- From the drop-down menu, select ‘Payments.’
- Enter the contact information such as name, phone number, or email id and the contact will appear in the suggestions below, then select the contact to proceed.
- If it’s a new contact, click on the ‘+ New contact’ button.
NOTE:
If you are using a multi-location account, you need to select the location of the customer as the image suggests below.
A business user can send payment requests through four options:
- Request payment via Text
- Request payment via Email
- Request payment via Card reader
- Request payments via Card entry - by manually entering card details on the checkout page
MANUALLY ENTER DETAILS ON THE CARD READER (CARD ENTRY)
When a customer isn’t in the store but would prefer to share card details via phone, the business can collect payment by manually entering their card details.
Select card entry as a payment option, enter ‘Item details, amount, and Invoice number’, then click on ‘Send.’
You will be redirected to the new page, enter your email id, card information, and other relevant information, and then click on ‘Pay.’
IMPORTANT:
Birdeye does not store any confidential data related to your card information. Your privacy is secured and encrypted.
Here's how the post-payment confirmation screen will appear.
