Overview
This article will walk you through our Embedded Payments feature. This streamlines your ability to collect payments in Aryeo without clients needing to be taken to a third party webpage. It also allows your customers to save their debit/credit card information and use it again on future orders!
Saved Cards
Customers can save their credit cards for future use! With the ability to add cards themselves, or you can add them on their behalf, customers can select from multiple cards on file.
Charge Cards on File
For customers who would like you to charge their card on their behalf, you can open any unpaid order and select which of the customers saved cards on file you would like to charge.
Enable Payments in Aryeo
To use the embedded payments feature, you will need to successfully integrate a Stripe or Square account with Aryeo.
Go to the Aryeo App Store.
Click on either the Stripe or Square tile.
Follow the instructions to connect your account.
4. Go to the Order & Payment Settings page, located under Settings in the left-hand side menu.
5. Enable Payments in Aryeo using the toggle switch titled Enable Payments.
6. Under Payment Gateway, use the drop down menu to select either Stripe or Square as your Default Payment Gateway Integration.
7. Click Update Payment Gateway to save your changes.
How Clients Can Save Their Payment Info
When making a payment, clients can check the box next to the option Save this payment method for future payments.
Clients can make a payment and enter their payment information in any of the following places:
Download Center
If you have locked downloads until payment is received, your clients can click the Pay Now button to enter and save their payment information when making a payment from the Download Center page for their listing.
Customer Portal
In the Customer Portal, agents can click on Orders, then click on the order they would like to pay for, and then click Make a Payment to enter and save their payment information.
Order Form
If agents are allowed to make an upfront payment on your order form, clients can enter and save their payment information on Step 5: Confirm on the order form.
Order Status Pages
Once your client has successfully submitted an order through an Order Form that does not require full or partial payment, the system will redirect the client to the Order status page. The customer can click the View order status button to go to the Order Status page:
The client will also receive an Order Confirmation email notification with a direct link to the Order Status page:
On the Order Status page, your client can scroll down to the Invoice & Payments section and click the Make a Payment button.
How Clients Can Remove a Payment Method
The client will need to login to the Customer Portal.
Click on Payment Cards under the Team Settings section.
On the list of payment cards, click Delete on a card.
Troubleshooting
If your client cannot pay for an order even though the Payment processor is configured, follow these steps:
In your Aryeo account, go to the Orders & Payment Settings page and see if the box is checked for "Allow Payments Before Orders Are Fulfilled?":
If YES - but the customer still cannot pay, check the settings on the individual order page and make sure the setting "Allow Payments Before Order Is Fulfilled?" is set to Yes.
If NO - check the box to allow clients to make payments on future orders before they are fulfilled.
For existing orders, you must check and set the settings on the individual order page to Yes for "Allow Payments Before Order Is Fulfilled?".
If you have any additional questions, please reach out to the Aryeo Support Team at [email protected] and we'll assist you!