This article will walk you through your LocalPayments dashboard: how to request a payment from your customers, organizing completed and pending transactions and how to issue a full or partial refund.
LocalPayments offers these great features:
Send invoices to customers via email or text, for your customers to pay for their services or products online.
Track, collect, cancel and refund payments all from one handy dashboard. Using Stripe, your customers can pay via Google Pay or Apple Pay, as well as the option of manually entering in their credit or debit card information.
Use LocalPayments alongside an invoicing tool that you may already have in place.
Let's get started!
To begin allowing your customers to pay remotely, login to your OneLocal dashboard and select 'LocalVisits' to view the dashboard, click on 'Payments' at the top of the page.
From here you can easily send out payment links and track payment statuses under the 'All Payments' view.
The tabs at the top of the page allow you to filter your sent payments requests and completed transactions using the following categories:
Paid
Unpaid
Cancelled
Expired
Refunded (includes both partial and full refunds)
Ready to send a Payment Link?
Click 'Send Payment Link' using the button at the top right of the dashboard, this will open a window for you fill out your customers information.
Account Information:
Full Name
Select Phone or Email
Enter Phone number or Email address
Billing Information:
Item Name (required)
Price (required)
Description
Invoice Number - this can correlate with your existing invoicing system
Expiry Date - when the payment link will expire
Option to Customize Message:
Allows you to personalize your text or email message, to add any additional information
View sent 'Payment Information' and Activity:
Click your contacts row on any tab to view their 'Payment Information' and Activity in a popup window. This includes:
Account Information:
Name of the person the payment link was sent to
Email or Phone Number
Billing Information:
Payment status
Payment amount. The "View Receipt" link brings you to the Stripe invoice
The associated invoice number (if included)
Payment due. This is the date that the payment link will expire
Refund amount (only shown for payments with status 'Refunded')
Reason for refund (only shown for payments with status 'Refunded')
An activity log detailing which parts of the payments process they have completed.
You can cancel a payment through this popup but only when a payment has the “Unpaid” status.
Want to speak to your customer?
Clicking their phone number will take you to the LocalMessages conversation with your customer. From here, you can message them directly using LocalMessages.
Refunding a Payment
Need to send a refund to a customer? This can easily be done via the platform. You can refund a payment through this popup but only when a payment has the 'Paid' status.
Begin by opening your customers contact row within the 'Paid' tab to view their 'Payment Information' and Activity.
Click 'Refund Payment' to go to 'Refund Transaction'
You can determine what portion of the full amount will be refunded (either full or partial), as well as have the option to leave a reason for the refund.
If only a partial refund has been completed, you can opt to perform more refunds if necessary until they have refunded the full amount.
Refunds will only be processed within 60 days of payment.
If you have any further questions on LocalPayments please make sure to reach out via the chat bubble!
Need more information on LocalVisits? Check out our introduction to the LocalVisits Dashboard here.