Create a Payment Page

Steps

To create a Payment Page, you must complete the following actions:

1. Select a Template

2. Add Page Details

   1. Add Business Details

   2. Add Payment Details

3. Configure Page Settings

4. Publish and Share

5. Set Up Webhooks

Step 1: Select a Template

1. Log in to the

   Curlec Dashboard

   and navigate to Payment Pages.
2. Click the + Create Payment Page button.
3. Select a template from the list or click Create your Own.

Step 2: Add Page Details

There are two sections to fill details in:

1. Business details section

2. Payment details section

Add Business Details

In this section, you need to:

1. Enter the page title.

   Page Title Character Limit

   The Payment Page Title cannot exceed 40 characters.

2. Fill in the page details:

   1. Enter a brief description for the page.
   2. You can use the

      rich-text features

      to add images and videos.

3. Click Add social media share icons. This makes the Payment Page shareable on popular social media sites and Instant Messaging (IM) services such as Facebook, Twitter and WhatsApp.

4. Click Add your contact information to enter support email and contact number details.

5. Click Add Terms & Conditions to add your terms of business. For example, terms and conditions for refund of payment.

The section appears as shown once the details are filled in:

Add Payment Details

In this section, you must do the following:

1. Create and configure the price field. Price fields are the products and services that you intend to sell.
2. Add description to Phone and Email fields.
3. Add any custom input fields you need to gather additional customer information.
4. Reorder fields if necessary.
5. Customise the Pay button label.

Create and Configure Price Field

To create a price field:

1. Click Add Price Field. In the Select Amount Type menu, choose a price field type from the list:
   1. Item with Quantity - Select this type if you want the customer to buy more than one unit of the item. You can set additional parameters for minimum and maximum numbers of units the customer can buy.
   2. Fixed Amount - Select this type if you want to limit the customer to buy only one unit.
   3. Customer Decides Amount - Select this type if you want the customer to enter the price. For example, in the case of donations. You can set additional parameters for the minimum and maximum amount the customer can enter.
2. Add the label for the field.
3. Set the currency. By default, it is RM. We support international currencies too.
4. If you have selected Item with Quantity or Fixed Amount as the price field type, enter the price you want to charge.
5. Click the more icon to open the Additional Options menu to:
   1. Add image.
   2. Specify if the field is mandatory.
   3. Configure further for quantity and price.

      Learn more here

      .
6. Click Save.

Additional Options

Add an image

1. In the Additional Options menu, select Add Image.
2. You can add the thumbnail image by dragging and dropping or select the Click to Upload option. Ensure that the image size does not exceed 500 KB. Only PNG, JPG, JPEG or GIF files are allowed.
3. Crop the image as per your requirements using the zoom bar.
4. Click Save.

Add a Description

1. In the Additional Options menu, select Add Description.
2. Add the description in the field that appears beneath the price field.
3. Click Save.

Mark the field Optional

1. In the Additional Options menu, select Make it Optional Item.
2. Click Save.

Quantity and Price Settings
Given below are the price field type settings and the applicable quantity and price rules:

Add Description to Phone and Email Fields

Email and Phone fields appear by default and are mandatory. You cannot delete these. However, you may add descriptions to appear with these fields.

1. Click the edit icon.
2. Click Add Description to enter a brief description regarding the field.

Add Custom Input Fields

You can add more fields to collect additional data from the customer. Let us add Full Name as a mandatory field.

1. Click Add new and select Input Field. In the drop-down, select Single Line Text as the Field Type.
   
2. Add the label for the field - Full Name.
   
3. Click Save.

Reorder Fields

You can reorder the fields by dragging them up and down the section. Hover over a field and use the drag icon present in the left corner.

Customize Pay Button Label

1. Hover on the Pay button and click the edit icon.
2. Enter a new label - Book Tickets and click the save icon.

Configure Payment Receipt

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

Step 3: Configure Page Settings

To configure page settings, click Page Settings. On the pop-up page:

1. Choose a custom URL for the page. This is available only if you are in live mode.
2. Choose from the Dark or Light themes.
3. To set the expiry date for the page, disable No Expiry. In the calendar that is displayed, select the expiry date and set the time.
4. Under Action after successful payment, you can:
   1. Select Show custom message and enter a custom message to be shown to the customer once the payment is made.
   2. Select Redirect to your website and enter a URL. This redirects the customer to your official webpage once the payment is successful.
5. You can

   put a hyperlink button on your website

   . This can be done only after your page is published.
6. Click Save.

Step 4: Publish and Share

Click Save and Publish to complete the Payment Page creation.

URL
Copy the URL and share. You can customise the URL from Page Settings, only when you are in live mode.

Create Hyperlink Button

You can add a hyperlink button on your website. When customers click on this button, the Payment Page will appear.

To get a hyperlink button:

1. Click Create to customise and create a button.
2. In the pop-up page, customise the button text and select the button size.
3. Copy the HTML code to embed on your website and click Done.

Social Media
You can share the page on social media sites and IM services such as Facebook, Twitter and WhatsApp.

SMS and Email
Enter the phone number and email address of the customer to share the Payment Page link.

The completed Payment Page appears as shown:

After you are done with the publish settings, click Back to Dashboard. Once the Payment Page is created, Curlec generates a unique identifier for the page (for example, pl_C4VFJaiO69EvdL). The page is then added to the list of previously created Payment Pages.

You can search for a Payment Page using filters such as:

• Title
• Status
• Count

Step 5: Set Up Webhooks

You can setup webhooks to receive notifications on payments using the page. Learn how to

View Payment Page in Action

Your Payment Page is now live! This is how it appears to your customers:

Payments and Settlements

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

Export Data

To export the report data into a CSV file:

1. Navigate to Curlec Dashboard → Payment Pages.
2. Select the relevant Payment Page. 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 page.

Download and Resend Payment Receipt

You can download and resend the payment receipt from the Transaction Details View screen.

To download and resend payment receipt:

1. Click on the relevant Payment Id. For example, pay_EWqq21bljDMbcl.
2. In the side pane, click Download to download a PDF copy of the receipt. You can now save this for your reference or send it to the customer via email or WhatsApp.
3. Click Resend to automatically send the receipt to the customer via email.

Settlement

You will receive the payments in your bank account as per your settlement cycle.

Related Information

• How Payment Pages Work

• Payment Pages States

• Search for Payment Pages

• Manage Payment Pages

• Configure Payment Pages Receipt

• Configure Goal Tracker

• Subscribe to Webhooks