How to use Afterpay in Simple Salon

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If you'd like your clients to be able to purchase now and pay later by using Afterpay in salon, you can now fully process these payments through Simple Salon!

Before you proceed further....

If you already have an existing account with Afterpay, or you've used Afterpay before Simple Salon, check in with Afterpay to make sure you're all good to begin connecting to Simple Salon.

If in doubt contact Afterpay to make sure you're correctly configured.

Click here to contact Afterpay. Let them know that you'd like to configure your account for use in Simple Salon.

When your know your Afterpay account is ready for use in Simple Salon

You're ready to connect Afterpay to Simple Salon via the Afterpay Gateway.

You can reach this setting by clicking on 'Account' (top right)

Account.png

When the 'Account' page loads, look for then click on the 'Actions' button.

When the 'Actions' menu loads, click on the 'Afterpay' link as shown below

ConnectToAfterpay.png

In the right-side panel, you'll be greeted by the Afterpay gateway - this is where you'll need to enter in your Afterpay details.

AfterpayGateway.png

I haven't signed up for Afterpay

If you haven't yet signed up for Afterpay, click on the 'Sign Up' link which will take you to Afterpay's merchant site.

You'll need to fill out then submit the form. Afterpay will be in touch with you to let you know the progress on your application.

I've signed up for Afterpay, how can I get connected?

To get connected you'll firstly need to enter in your Merchant ID, Device Name, and Device Secret supplied by Afterpay.

If you're not sure what any of these mean, click here to reach out to the Afterpay support community.

Once you've entered in those details, tick the 'Enable Afterpay Gateway' tickbox then click 'Save' to complete the connection.

How do I know if I've connected successfully?

If you've connected successfully, your connection will look similar to the connection below:

AfterpayGateway_Connected.png

Please note that the connection details above won't work. You'll need to sign up then enter in your own details which Afterpay have provided.

Please note that you are more than welcome to show this article to the Afterpay team to help them identify which credentials you'll need to enter.

How to process Afterpay sales through 'POS'

Now that you've completed the connection to Afterpay you'll be able to process sales through 'POS':

Once the client or walk-in has been added to the sale with their sale items, click the 'Receive Payment' button:

ReceivePaymentButton.png

When the option to then choose payment details appears, select 'Afterpay' from the payment method drop down then click 'Finish Sale':

Afterpay_ReceivePayment.png

You'll then be prompted to enter in the client's Afterpay barcode:

The client will need provide you with details of their own afterpay barcode, at which point you can click 'Continue' to finish the sale:

Afterpay_ReceivePayment_ClientAfterpayBarcode.png

Great! The sale should then be recorded in both your afterpay account, and in the client's afterpay account.

Hang on! We need to process a refund through Afterpay

If you need to process a refund through Afterpay, you can do so by clicking on 'POS' > 'Transaction List':

Afterpay_TL_Refund.png

Once you've found the appropriate transaction, click the 'Details' link in the sale row which will load the details of the sale:

Click 'Refund Transaction' to go through with the refund:

Afterpay_TL_Refund_RefundTransaction.png

When the option to then choose payment details appears, select 'Afterpay' from the payment method drop down then click 'Finish Refund':

FinishRefund.png

You'll then be prompted to enter in the client's Afterpay barcode:

The client will need provide you with details of their own afterpay barcode, at which point you can click 'Continue' to finish the refund:

Afterpay_ReceivePayment_ClientAfterpayBarcode.png

Great! The refund should then be recorded in both your afterpay account, and in the client's afterpay account.

If you have any questions anytime, feel free to send them to us via the Submit a Request option in your Help & Support page

 

 

 

 

 

 

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