Need to request payment from your customers? Punchpass makes it easy to send invoices directly from your account.
This guide will walk you through the steps to create and send an invoice for payment using our direct payments feature, Paylinks, ensuring you get paid promptly and efficiently.
Who can use this feature?
Restricted and administrative user accounts can assign passes.
While all accounts can create passes, memberships and family accounts are a feature of Banyan and Redwood Punchpass plans.
Getting Started with Direct Payment Links or Paylinks
From Manage > Settings > General Settings, please make sure the option to track the payment status of every pass is turned on. It lives at the bottom of the page.
Step 1: Assign the Pass
Note: When assigning the pass, it must be marked as unpaid to send an invoice.
From the customer account, press the Assign Pass button, and select the pass to assign.
This opens the Assign Pass page and here you will:
Select a discount (optional): Click this to add a discount code to the offer.
Payment method: Select the "Cash, check, etc." button
Mark the pass as unpaid: Make sure the checkbox indicating you've received payment is NOT selected.
Add a note (optional)
and press Assign Pass to assign the pass.
Once you've assigned the pass, you'll be returned to the customer account where you can send an invoice.
Step 2: Invoice for Payment
With Paylinks, you can invoice your customer via email, text, or use the scan & pay option to share a QR code for payment if they're right in front of you.
To send an invoice, pick your option:
From the customer account, there are two ways to send an invoice.
Option 1: Copy the paylink from the Customer's account overview
From the customer account, click the three-dot icon on the pass, and select the option to copy the URL to your clipboard.
You can then email this invoice link to the customer.
Option 2: Click on the Scan & Pay button
Or, if you click on the pass, this opens the Pass Details page, you'll also find the Scan & Pay option to accept payment in person.
Below the Scan & Pay button is another option to copy the paylink, so you can email that link to the customer from here too. This will send them a link to an invoice for payment.
Step 3: Receive Payment
The customer will receive an email with the invoice. The invoice is a simple page with your client logo/branding, along with a message explaining how to pay:
Once they've paid a few important things happen:
We send them an email receipt.
We mark the pass as 'Paid', and disable the paylink so they cannot pay again by mistake. (Note - if you mark the pass as unpaid again, the link will become active!)
FAQ's
Can you use a paylink with memberships?
Not right now - but that is something we are planning to add.
Can a customer update their credit card with a paylink?
Not at the moment - paylinks simply charge a card, they do not create a customer in your Stripe account or update a customer.
Should I use these instead of No-pass attendances?
Right now, no. These should be used only for situations where you are sure the customer is going to pay. We are going to be slowly 'merging' these two concepts together over time.
A Word of Warning!
Paylinks solve a unique problem, but they are NOT the solution for day-to-day payments. A couple of warnings to consider:
It's ALWAYS better to be paid upfront, then to have to chase someone for payment.
Paylinks are a quick 'please pay me' request. They aren't tracked at all besides updating the 'Paid' flag on the pass.
You cannot send a Paylink for partial payment.
Paylinks do not fit with the 'No-pass' attendance flow and are not a replacement.
Punchpass does not notify you when a Paylink is paid - you should receive an email from your Stripe account about the payment.
One of our goals with Punchpass is to help you get paid faster, while also giving you the flexibility to handle the 'life happens' situations that come up from time to time. We hope invoices help!