When using SellerdeckPay by ClearAccept it is not possible to increase payment beyond what was originally taken in the order. You might need to do this for example, if the customer decides to opt for a more expensive shipping service.
However it is possible to manually increase the order within your Sellerdeck software and using Clearaccept's 'Pay-By-Link' method, ConnectPay, it is possible to send an email containing a link to the customer which will take them to a payment page to pay the difference.
This will transfer the payment into your account, but you will need to manually reconcile the order within your Sellerdeck software.
Signing up for ConnectPay
In order to utilise the 'Pay-By-Link' facility you will need to contact ClearAccept on 020 7186 2186, email:support@clearaccept.com or use the contact page here: https://www.clearaccept.com/contact
When your account is in place, you would log into the Go2Pay portal at https://go2pay.uk and you will be presented with the following screen: -
Enter the credentials you were sent for the ConnectPay service: -
As an example, if a customer were to place an order and choose a certain shipping rate, then after placing the order decides to opt for a more expensive service.
You will then need go to the order and change the shipping class and update the shipping within the 'Shipping and Handling tab, at this point click the 'Apply' button to ensure that the changes are saved, then go to the 'Payments' tab where you will see that there is now an 'Outstanding Balance' shown for the new shipping charge.
We will then need to request the additional payment from the customer.
From the Connectpay screen when logged in, you will be presented with a number of options.
For the purposes of this article, you will need to select 'Payment Order': -
You will then see the following screen: -
In the 'Type' box select the option 'Link', you can then enter the details required and generate a link.
The status of the payment order will change to ‘Awaiting’ and you will see the system-generated link at the bottom of this screen.
Copy this link and return to the order that needs the additional payment within your Sellerdeck software and go to the 'Email' tab and click the button 'New', in the box that appears select a layout of your choice within the 'Layout' field. In this example the 'User Definable HTML Inner Layout' is used.
Edit the words 'User Defined' in the 'Subject' line to a more appropriate title such as 'Additional Payment' and in the main body of the email replace the line '*Enter some text here*' with something relevant like 'To make your additional payment to <YOUR COMPANY> please click this link' and paste in the link generated by the 'Pay-By-Link' service and click the button 'Send Now'.
NOTE: The email displayed may be in HTML format as shown in the image above, however this is not the way it will be displayed to the recipient of the email, it will be displayed in a similar manner to the image below.
The customer will then click on the link, where they will be taken to a payment page etc. and once complete you will be notified, and the status of the 'Payment Order' on 'ConnectPay will then change to either 'Authorised' or 'Declined'.
Once the customer has paid the additional amount, the order can be marked as paid within the software.
To do this, return to the corresponding order and go to the payments tab and click the 'View Payments' button, then in the box that opens click the button 'New Entry' and the software will add the additional payment to the payment entries at the top of the box, then click 'OK', see image below.
The order should then be marked 'Full Payment Received' and can be processed to completion as usual.
However it is possible to manually increase the order within your Sellerdeck software and using Clearaccept's 'Pay-By-Link' method, ConnectPay, it is possible to send an email containing a link to the customer which will take them to a payment page to pay the difference.
This will transfer the payment into your account, but you will need to manually reconcile the order within your Sellerdeck software.
Signing up for ConnectPay
In order to utilise the 'Pay-By-Link' facility you will need to contact ClearAccept on 020 7186 2186, email:support@clearaccept.com or use the contact page here: https://www.clearaccept.com/contact
When your account is in place, you would log into the Go2Pay portal at https://go2pay.uk and you will be presented with the following screen: -
Enter the credentials you were sent for the ConnectPay service: -
- Account number
- User name
- Password
Example of when ConnectPay would be used
As an example, if a customer were to place an order and choose a certain shipping rate, then after placing the order decides to opt for a more expensive service.
You will then need go to the order and change the shipping class and update the shipping within the 'Shipping and Handling tab, at this point click the 'Apply' button to ensure that the changes are saved, then go to the 'Payments' tab where you will see that there is now an 'Outstanding Balance' shown for the new shipping charge.
We will then need to request the additional payment from the customer.
From the Connectpay screen when logged in, you will be presented with a number of options.
For the purposes of this article, you will need to select 'Payment Order': -
You will then see the following screen: -
In the 'Type' box select the option 'Link', you can then enter the details required and generate a link.
- Enter the amount
- Enter your reference number (the order number within your Sellerdeck software)
- Enter the customer’s email address - NOTE: Entering the email address doesn’t mean you are sending an email to the customer at this point The customer will get an email receipt once they have successfully completed the transaction
- Click ‘Send’
The status of the payment order will change to ‘Awaiting’ and you will see the system-generated link at the bottom of this screen.
Copy this link and return to the order that needs the additional payment within your Sellerdeck software and go to the 'Email' tab and click the button 'New', in the box that appears select a layout of your choice within the 'Layout' field. In this example the 'User Definable HTML Inner Layout' is used.
Edit the words 'User Defined' in the 'Subject' line to a more appropriate title such as 'Additional Payment' and in the main body of the email replace the line '*Enter some text here*' with something relevant like 'To make your additional payment to <YOUR COMPANY> please click this link' and paste in the link generated by the 'Pay-By-Link' service and click the button 'Send Now'.
NOTE: The email displayed may be in HTML format as shown in the image above, however this is not the way it will be displayed to the recipient of the email, it will be displayed in a similar manner to the image below.
The customer will then click on the link, where they will be taken to a payment page etc. and once complete you will be notified, and the status of the 'Payment Order' on 'ConnectPay will then change to either 'Authorised' or 'Declined'.
Once the customer has paid the additional amount, the order can be marked as paid within the software.
To do this, return to the corresponding order and go to the payments tab and click the 'View Payments' button, then in the box that opens click the button 'New Entry' and the software will add the additional payment to the payment entries at the top of the box, then click 'OK', see image below.
The order should then be marked 'Full Payment Received' and can be processed to completion as usual.