Payment request

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Index

Create
Resend
Reconciliation & Reports
Payment request linked to subscription

Create

The Payment request is one of the Netcash Pay Now solutions. It is an option whereby you can use your Netcash account to create a request for payment from your customers. This can be used for once -off payment purposes or for debit orders that have returned unpaid, and you want to provide your customer with alternative payment methods. A payment request can be linked to a subscription template for recurring billing.

With the payment request, an email, SMS, WhatsApp or QR code can be sent to your customer containing a link to the Netcash payment gateway, where they can choose from numerous payment methods, these include:

Navigate to Services > Pay Now > Payment Request > Create

You will now be on the Create request page and would need to insert the below details:

Type: Select the type for sending the payment request.
Send SMS.
Send Email.
Send SMS and Email.
Send a WhatsApp link.
Generate QR code.

Note: A preview of the type of Payment request selected will be displayed for ease of reference.

Your reference: This would be the same reference used in the debit order Masterfile (Debit Orders only) or for your internal identifying purposes.
Amount: The amount you are requesting your customer to pay.
Description: This will be on the link of the SMS or email you send to your customer, perhaps your company name or a description of what they want to purchase.
Add the contact information for the type selected, either email address or cell phone number.
Subscription template: Select a template if a subscription is to be added to the Payment request.
Allow budget: Click Allow budget to enable the budget option. This is dependent on your customer and their facilitates available with their bank.
Click on send.
The payment request has been sent to your customer. Please view the details on the Pay Now reports menu. (Processed transactions report)

Please take note of the following:

Your reference must be unique for each new request.
The description will be sent in both email and sms.
Extra fields will appear on your downloaded statement for enhanced reconciliation.
The Master file entry must contain a valid email address or mobile number (Debit Orders only).
Customers must be active in the Master file (Debit Orders only).
Pay Now must be active (you may need to apply for the service).
Pay Now for unpaids must be active in the master file (Debit Orders only).
If you are using extra fields, 1, 2 and 3 will be carried through to Pay Now for reconciliation.
All users who can edit Master file entries will be granted permission to this feature (Debit Orders only).
The feature can be turned on in bulk (entire Master file) or individually (per Master file entry)(Debit Orders only).

Options to activate Payment request for Debit Order unpaids

Entire Masterfile

To activate or deactivate all customers in your debit order Master file:

Click on Services > Debit orders > Manage debit orders > Master file.

Select the More button and in the Action dropdown menu select: Activate Payment request
This action will activate all entries in the Master file. Contact information either a cell phone number or email address must be captured in the Notifications section on the masterfile for your customer.

Note: Batches that have been uploaded with new customers containing email addresses or mobile numbers will not automatically be selected for Payment requests. It is possible to deactivate and reactivate the feature so that all new customers can be selected for payment requests should the transaction be returned unpaid.

Individual entries in the Masterfile

To edit individual Master file entries:

Navigate to Services > Debit Orders > Manage Debit Orders > Master file.

Click on the pencil to the left of the Master file entry that you would like to edit, activate for payment request.
Scroll down to the Notifications container.
Tick the Payment Request box.
Insert the required detail and submit – email address and mobile number formats are validated and saved. The customer is now activated for Payment request for an unpaid Debit Order.

Resend Payment request for unpaid Debit Orders

Navigate to Debit Orders > Manage Debit Orders > Resend payment request

Select the date range for the payment request
Click on the resend button to resend the payment request to your customer.

Reconciliation & Reports

Customers who have paid via payment request can be viewed in the Pay Now transaction report (Services / Pay Now / Reports /Processed transactions) or on the Netcash statement (Services / Account / Reports / Statement or Statement download).
Should you have uploaded a debit order batch and have used the three extra fields, those fields will be carried through to Pay Now and will also appear on your downloaded statement for reconciliation purposes.
An unpaid customer that is subsequently paid via Pay Now does not influence your unpaid statistics and debit order retentions, i.e. the percentages are not reduced.

Note:

The Pay Now service includes a modular fee and cost per transaction type – please obtain fee details from your account manager prior to using the service.
Credit card limits are set in conjunction with your account manager.
You may decide which of payment methods to offer to your customers.View your Pay Now Netconnector settings in your Netcash account to adjust your payment methods. Payment requests are sent once on the day that the unpaids are received from the various banks.
Manual Payment requests can be sent from the Pay Now menu – these will not be linked to the debit order unpaid.
Activating and deactivating the entire Masterfile will overwrite any individual entries – ensure that this is what you require, as it cannot be reversed. Individual entries can be edited after using the bulk feature.

Resend

The Resend option allows you to resend the payment request to your customer. You could also change the notification method here, by opting to use either email if you have sent it via SMS previously.

Navigate to Services > Pay Now > Payment Request > Resend

Select from the date range of when the payment request was sent

Click on the resend button to resend the payment request to your customer.

Payment request linked to subscription

Netcash allows you to create subscription templates that can be linked to a Payment request. This converts a once-off payment into a recurring subscription.

Key Features

Easy to Create: Subscription templates are simple to set up and manage.
Reusable: A single template can be used for multiple customers.
Flexible: You can create templates based on: Billing frequency (e.g. weekly, monthly)
Product or service
Payment amount

There is no limit to the number of subscription templates you can create.

Subscription templates make it easy to automate recurring payments and streamline ongoing billing.