Prerequisites

• Sign up

  for a Curlec account.
• Log in to the

  Curlec Dashboard

  .
• Curlec Dashboard has

  test and live modes

  . Payment Buttons created in the test mode do not appear in the live environment. You must create a new Payment Button in live mode.

Create a Quick Pay Button

Below are the steps to create a Quick Pay button:

1. Select a Template

2. Add Quick Pay Button Details

Step 1: Select a Template

1. Log in to the

   Curlec Dashboard

   and navigate to Payment Button.
2. Click + Create Payment Button.
3. On the Button Creation Wizard, select the Quick Pay button.
   
4. Click Use this template.

Step 2: Add Quick Pay Button Details

Configure these sections to create the Payment Button:

• Button Details

• Customer Details

• Review and Create

2.1: Button Details

On the Button Details pop-up page, enter the relevant information:

1. Title: Provide a name for the button. This name is for your internal reference and appears on the Curlec Dashboard. It will not be visible to your customers. For example, Digital Marketing for Generation Z.
2. Button Type: If you want to change the button type, click the drop-down list and select one of the types. If the button type is switched mid-way, any information entered during creation will not be saved.
3. Amount: Enter the amount to be paid by the customer.
4. Button Label: The text on the button to be displayed to customers. Please enter alphanumeric characters only. The maximum character limit is 20. For example, your button label can be Book My Seat.
5. Button Theme: You can choose between the following themes:
   • Curlec Dark
   • Curlec Light
   • Curlec Outline
   • Brand Color (This is the color configured by you on the Curlec Dashboard)
6. Click Next.

2.2: Customer Details

In the Customer Details section, configure the information that must be entered by the attendee while making the payment. By default, Email and Phone must be entered. However, you can edit the labels of these fields.

Custom Fields

If you want to collect more details from the customer, you can add custom fields.

To add custom fields:

1. Click + Add Another Input Field. From the drop-down list that appears, select the relevant field type. For example, if you want the customer to enter their name, select Single Line Text.
2. On the pop-up page:
   1. Enter the label for the custom field. For example, Name.
   2. If required, add a description for the field.
   3. Select Optional Item.
      
   4. Click Save.
3. To proceed, click Save, and then Next.

The data entered by the customers will be available in the Transaction Details report.

2.3: Review and Create

Review the details entered in the previous sections. You can click Back to navigate to the Button Details and Customer Details section to make changes.

Click Create Button.

After completing the steps, the button code appears. Copy this code and add it in your webpage.

Embed Payment Button Code in Website

The embed code generated on the Dashboard must be embedded in your website. After this is done, the Buy Now button appears on your website.

Customers can click this button to:

1. Open Curlec Checkout.
2. Select the products.
3. Add their name and address.
4. Complete the payment.

You can embed this code on any webpage, be it a custom HTML site or one built on platforms such as WordPress, Wix or Google Sites.

Let us embed the Buy Now button on an HTML page.

1. Create a blank HTML file on your system.
2. Paste the embed code onto the page.
3. Save this HTML page and open it on the browser.

Your button is now been embedded in your website.

Make Test Payments using the Payment Button

Follow these steps to make a test payment using a payment button:

1. Select the payment button you wish to test from the dashboard and click Get Code.
2. Click Copy Code to copy the code to your clipboard.
3. Test the Payment Button by adding the code to the

   Payment Button Test Widget

   .
4. Paste the code in the text box and click Run Code.
5. Click on the Payment Button that appears in the preview section.
   
6. Enter the required details and click PROCEED TO PAY.
7. Select the payment method of your choice to proceed with the payment.
   • For Cards: You can use these

     test card details

     .
   • For FPX: You can select any bank and enter the credentials to test the flow.
8. You should see a confirmation message depending on the flow you have selected.

Customer Interaction

Let us make a test transaction to check how you as a visitor can interact with the button on your blog.

1. Click the Pay Now button.
2. Enter name and phone number and fill in the details in the other fields and click Next.
3. Select a payment method. For example, FPX, and complete the payment.
4. The payment success page is displayed and you receive a confirmation email.

Post Payment Actions

After the customer has successfully completed the payment, you can:

1. Send them a payment receipt
2. Show them a custom message
3. Redirect them to another page

Send Payment Receipt

You can ensure that your customers receive payment receipts via email once they complete the payment. Know how to

If you are an NGO, you can

Show Custom Message

You can show a custom message to your customers once they complete a payment.

To show custom messages:

1. On the Button Created Successfully pop-up page, click Configure against Redirect URL and Custom Message.
2. On the pop-up page, enable Show a custom message.
3. Add the custom message in the field.
4. Click Save.

Add a Redirect URL

You can redirect your customers to another page after they complete a payment.

To redirect your customers:

1. On the Button Created Successfully pop-up page, click Configure against Redirect URL and Custom Message.
2. On the pop-up page, enable Redirect URL.
3. Add the redirect URL in the field.
4. Click Save.

View Transaction Details on Curlec Dashboard

You can view the payments as and when they are made in the

Export Report

You can also export the report data into a CSV file.

To export report data:

1. Log in to the

   Curlec Dashboard

   and navigate to Payment Button.
2. Select the relevant Payment Button. The Transactions Details View appears.
3. Click Export All (CSV) button.

A .csv file is downloaded, where you can find a monthly report of all the payments made using your button.

Related Information

• Payment Button

• How Payment Button Works

• Payment Button States

• Buy Now Button

• Donations Button

• Custom Button

• Manage Payment Button

• Search for a Payment Button

• View Reports