How To Use PayLinks

How To Use PayLinks

Once you have had the PayLinks feature enabled on your AGG SMART, you will be able to hover over the icon shown in the screenshot below:



If the icon appears to be grey-ed out then this either because the feature hasn't been enabled yet, in which case you will see the following message when you hover over the icon:


If this the case, get in touch with support@aggsmart.co.uk to get the PayLinks feature enabled. PayLinks is only available with our NMI Payment Gateway, so if you are currently using the Opayo/SagePay Payment Gateway then you will need to have our support team put you in touch with our Payment Partner to assist you with this.

Alternatively, if the icon is grey-ed out then you will see a message saying "No site contact details to send link to. Please add site contact email or mobile number." as per the screenshot below:


This message is shown because you have to enter a Site Contact email address and/or mobile number for the system to send the PayLink to.

Adding Site Contact Details

To add, or amend the Site Contact information click the "Edit" button to open the Quote Form. Scroll down to the "Site Contact / Receipt To:" part of the form and enter either an email address and/or a mobile number and click "Update Quote" Button.

You will now see the PayLink icon has activated, as per the screenshot below:


That button will only be enabled if you've entered an email address and/or an mobile number into the Site Contact details for the job on the Quote Form, as highlighted in the screenshot below:



With the Site Contact details in place you should now see the PayLink Button as being clickable. When you hover own the button it will show the following message:


Click the button will ask you to confirm that you want to send the PayLink:



Click "Yes" and the system will attempt to send the PayLink to the Site Contact's details. If the link is sent successfully you will see a similar to notification to the one in the screenshot below:


The link the customer is sent is shown in the notification itself. It's the last line which begins with https://agg.sm and which goes slightly outside of the notification box. If you were to copy and paste that URL into a new tab on your browser you will be able to see exactly what the customer will see when they click on the PayLink.

What The Customer Sees

When you elect to send the PayLink the customer will receive either an email or a text with the URL for them to visit and make the payment. When they click the link they will be taken a page similar to the one below which will be branded to your company:


They would now need to click the "Pay Now" button which will then display the card payment details form, as per the screenshot below:


If the job has yet to be carried out then the Payment Form will show a "Pre Auth My Card for £xxxx" label on the Payment Button. With the example above, once the card details have been submitted and if all the card checks are successful, then the payment will be Pre-Authorised against their card. This can then be captured after the job has been completed.

If the job has already taken place you will see the label on the button say "Charge My Card for £xxxx", as per the screenshot below:


Once the card details have been accepted this will charge the customer for the job.

Charging Extra Above The Quoted Price

One of the features of AGG SMART card pre-authorisation system is that it allows you to set a percent over and above the quote amount to pre-authorise against the customer's card, in case of any overages which occur on the job. This extra amount is by default the same as it would be if you were taking the card details over the phone. If you would like these to be different for PayLinks then email support@aggsmart.co.uk and let us know how you would like the amounts to be setup.

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