How do I set up Payments in my Birdeye account and is my bank information secured?
Business users can now set up Payments in their Birdeye account to request payments from their customers and vendors quickly, conveniently, and securely.
Before a user requests payments, a few steps are involved to configure and set up Birdeye Payments completely. The following points will guide you in setting up Payments.
SETTING UP PAYMENTS
- Click on 'Settings.'
- Click on the 'Payments NEW' under the 'Settings' page.
- Click on 'Set up payments.'
- Fill in the following business details, to process the setup.
| Set up Type | Description Required |
| Business details |
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- Click on 'Save.'
- Add your personal or a representative’s details (who has authority to represent the organization and be a primary contact for the account).
| Set up Type | Description Required |
| Individual details |
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- Click on 'Submit.'
- Verify the details summary (Edit by clicking on the 'Pencil (Edit)’ icon, if there are changes to execute)
- Click on 'Done', post verifying it.
- Click on 'Set up your bank account', on the same screen a drawer will open on the right side.
- Enter your 'Routing number, Account number, Confirm account number.'
- Click on 'Save.'
NOTE:
- Though, it is not mandatory to set up a bank account to send Payment requests, doing so is necessary to transfer funds directly to your bank account from Birdeye Payments. In case a user does not set up the bank account, the user will not be able to withdraw funds from Birdeye.
- After completing all the above steps, you will view a message displaying “Payments is active” on the Payments home screen.
- Depending on verification, it may take up to 7 days to activate Payments within your Birdeye account.
IMPORTANT:
A user can edit business details and bank account even after setting up Payments.
HOW IS MY BANK INFORMATION SECURED?
When you set up Birdeye Payments, your financial information is encrypted and fully secured. Our PCI-compliant software protects you and your customers. Birdeye’s advanced fraud protection helps prevent you from taking payments from stolen cards.
PAYMENTS SUPPORTED: Birdeye supports Apple Pay, Google Pay wallets, and debit and credit cards.
EMBED PAYMENT LINK ON YOUR WEBSITE
Birdeye users can now receive payments via weblink, which allows users to pay with just one click and get paid in seconds. When a customer visits your website and books an appointment or service, then the business can get paid instantly via ‘Weblink for payments.’
NOTE:
You can contact customer support to embed a payment link on your website to initiate payment.
Steps to follow by end customers:
- Customers will view the ‘Pay My Bill Online’ option on your website (after you embed the payment link on your website.)
- Clicking on it, they will be redirected to the Birdeye hosted form containing the amount to be paid by them and some basic customer details.
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IMPORTANT:
Businesses can view real-time payment status in a comprehensive dashboard.