Set up saldiaPay

Important

For saldiaPay to work in your shop, you need an active saldiaPay subscription. Here you can find the relevant documentation: Select, adjust saldiaShop & saldiaPay subscription, and check invoice history 

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Log in with the credentials that were sent to you login.saldiapay.ch .

Dashboard: In the dashboard, you have an overview of various points of saldiaPay:



Transactions: In the Transactions menu, you can see the various payments made through your shop. You can also see the payment status here:



When you click on one of the transactions, you will get a more detailed overview of this transaction and you can also refund the payment. You will see details about the customer and the payment here:



Payouts: Here you have an overview of your payouts from saldiaPay. The "Current Balance" field includes funds that were processed through Payrexx Direct / Swiss Collecting and have not yet been paid out. If you have received payouts, you can view and export the details of your payout here. To adjust the bank account details and payout frequency, click on the "Adjust Settings" button:

Englisch:

Here you can specify the account to which the payout should be made. If you would like to change the frequency of the payouts, please contact Payrexx directly at [email protected]



Customers: Here you can see all the customers who have made a payment through your shop. You can also export a list of customers as a CSV file:



When you click on the "pencil icon" for a customer, you can add or edit information about the customer:



Reports: In the "Reports" menu, you can get an overview of the transactions processed in your shop. You can filter by year, month, or week, and you can also choose between the number of transactions and transaction volume. You can export transaction reports as a CSV file:



Here you have an overview of the fees from the different providers:



Payment Providers: Here you can configure the payment providers. If you want to know how to do this, check the support article Assign payment methods



Paylink: In the "Paylink" menu, you can create a link that directs the customer to a page where they can make a payment. Here you have an overview of the Paylinks you have created so far and whether they have been paid or not. To create a new Paylink, click on the "Create" button:



Enter the purpose and amount of the payment. You can also add attachments and specify an expiration date for the link. You can indicate which payment providers can be used to pay this amount, or leave it set to "All" to allow all providers. The appearance of the Paylink page can also be customized under "Look & Feel Profile." Under "Send," you can directly send the Paylink to your customer:



The Paylink will appear like this by default when the link is opened:



QR Pay: You can also create a QR code that customers can scan to access the payment interface. There are different options when creating the QR code. You can specify a fixed amount that will be automatically inserted into the payment interface, or you can set a minimum amount, allowing the customer to enter the amount they wish to send. However, the customer cannot enter an amount less than the minimum. For an open amount, the customer can enter the amount they wish to send. The QR code can be downloaded as a file or printed as a poster:



Invoice: You can create and send complete invoices. Send your customers professional invoices easily. With Invoice, invoices can be paid online immediately. To create an invoice, click on the "Create" button:



Enter the customer information and fill in the invoice details:



Once you have entered all the details for the invoice, you will see a preview of how the invoice looks. Click on "Finalize Invoice" to send the invoice via email to the customer: