When making a payment there is an option to 'Pay by Link'. This will send the customer an email with a secure link where they can pay for their order by entering their card details online.

To ‘Pay by Link’, go to Orders > select the order > Payments >

+ Add payment

Or scroll down and press Pay £____ (below Client Details) > Pay by Link.

Before you choose to 'Pay by Link' it will give you a break down of the order showing the appointments/ sessions/ packages that are booked in and their prices alongside the overall price. It also shows what is outstanding and has to be paid in red.

Once you've selected 'Pay by Link', this page will appear.

An email address and a payment amount must be entered in order to send the email.
​

An email address (the one you added for your client details) and the payment amount will be automatically filled in. However, you can change the email address and amount according to the customers request but both must be filled in to enable the 'Send email' button.
​

This is useful if the order is for more than one person and they want to split the bill; you can send individual emails to each guest with the specific amounts that their treatments are worth.
​
If the email address and amount are not entered in correctly 'A valid email address is required' and 'Must be at least £1.00' will pop up in red.
​

There is also another option to add a payment note. This could state what you're requesting this payment for. This is not a mandatory field so can be left blank.
​

When the email address and payment amount are entered (and a note if necessary), press Send email, to send the email containing the link to the customer.

When you select 'Send email'. This will send an email with a secure link to the customer. The style, colours and wording of the email will depend on the branding you selected. To change this go to Settings > Email branding. Remember to 'Save changes'.
​

The email gives a break down of what the customer is paying for and the individual prices of the items along with the total cost.

​

To pay the customer would click the 'Pay £___' button and would be brought to the next page where they are prompted to fill in their card information and press 'Pay'.

​

When this is complete 'Payment successful' will appear and it will update on Trybe that this order has been paid. If this customer was only paying a portion of the price, you can go back in and send a 'Pay by Link' to the other customer that is part of the order.

To see the status of the payment you can go to Orders and if the payment has not yet been paid it will state the amount and outstanding in red. For example '£200 outstanding'.

To see the status of the payment in more detail you can go to Orders > Select the order > Payments.

​'Pending' Payment

Here you will be able to see what status the payment is. If the payment is pending you will see a yellow 'Pending' label. It will show the date and time that the 'Pay by Link' was sent out to the customer. There is also the option to 'Copy Link' so you can send it to the customer again if their original email with the link has been lost. If you press the three dots it allows you to 'Cancel' the order. The Order Details section on the left will show the 'Total in progress'.

​'Paid' Payment

Once the payment has been made the 'Pending' label will change to a green 'Paid' label. The Order Details section now shows the amount paid in the 'Total paid' row. The date and time the 'Pay by Link' was sent out is still visible on the payment but also the date and time the payment was made. You can now also refund the payment if needed.
​

To refund a payment go to Orders > Select the order > Payments > Press the three dots > Refund.

To see the status of the payment in the calendar head to Calendar > find the order.
You can either hover over the order (image 1) and see the status of '£____ outstanding' or 'Paid'. Or you can press the order (image 2) and see the status of '£____ outstanding' or 'Paid'.

Currently there is no notification when a payment status updates. However, there are features that can be used to check on the status.

You can filter the orders to just show the 'outstanding' payments so that you can keep track of which customers still need to pay.
​

To do this go to Orders. Scroll down to 'Only outstanding balances'. When toggled ON the button will turn BLUE and the order list will be filtered to only show orders with outstanding balances.

Currently there is no notification when a payment status updates. However, there are features that can be used to check on the status.

You can add your own order labels to keep track of the payments. For example you can create a 'Sent payment link' label and attach it to all orders that have been sent the 'Pay by link'.

To create a label go to Settings > Order labels > + New label > write the label/ choose colour> Create label.

To assign a label to an order go to Orders >select order > Labels > select the labels from the drop down menu selection.

To remove a label press the cross next to the individual label.
​

Adding and removing labels will allow you to keep track of the order payments. You can add and remove labels in accordance to the status of the payment. For example, when 'Paid' the 'Sent payment link' label can be removed from the order.