Managing Collect

Making a refund

From Quick Pay

1. Tap Collect > Quick Pay
2. Select the payment you want to refund
3. Tap ⠇ > Refund
4. Enter a refund amount, or leave it as is for a full refund
5. Tap Refund Amount and confirm your action

From Campaigns

1. Tap Collect > Campaigns
2. Select the Campaign and choose transaction(s) you want to refund
3. Tap ⠇ > Refund
4. Enter a refund amount, or leave it as is for a full refund
5. Tap Refund Amount and confirm your action

Managing Quick Pay settings

You can choose to charge a Service Fee and collect extra information from your customers who pay with Quick Pay.

1. Tap Collect > Quick Pay.
2. Tap the Settings icon.
   • Toggle Service Fee on or off to control whether the fee is added to your customer’s total.
   • Under Custom Fields, tap Add to include a new field. Choose from the available fields or create a new one. To remove a field, tap Delete.

note

Updates to your Service Fee or Custom Field will not affect your QR code. Your existing Collect QR code will continue to work as usual

Editing a Campaign

You can update your Campaign details anytime to keep your information current or make adjustments.

1. Tap Collect > Campaign
2. Select the Campaign you want to edit
3. Tap ⠇ > Edit
4. Update any fields as needed
5. Tap Update Campaign

Your Campaign page will be updated with the new details.

Adding a Campaign goal

Goals give your Campaign focus. Set a target amount and deadline to clearly communicate your goal. Once the goal is reached, your Campaign will automatically stop accepting new payments.

You can add a goal while creating a new Campaign or updating an existing one.

To add a goal to an existing Campaign:

1. Tap Collect > Campaign
2. Select the Campaign you want to edit
3. Tap ⠇ and select Edit
4. Tap Customise and toggle on Add Goal
5. Enter your target amount and choose a deadline
6. Tap Update Campaign

You cannot edit the currency of an already created Campaign.

Campaign Status

Campaigns can be Enabled, Disabled, or Completed. You can view a Campaign's status from your Campaign activity page or by tapping directly on the Campaign.

Deactivating a Campaign

When you create a Campaign, it is automatically set to Enabled, but you can deactivate it anytime, even if the Campaign goal has not been reached.

To deactivate a Campaign:

1. Tap Collect > Campaign
2. Select the Campaign you want to deactivate
3. Tap ⠇ > Disable
4. Confirm your action, and the Campaign status will be set to Disabled

Completing a Campaign

If a Campaign has a goal, it will automatically switch to Completed once that goal is reached.